About this template
Work type: Payroll
Location: United States
Client industry: Financial Services
Version: 2 (Latest)
This template includes
- 35 tasks
- 2 client tasks
- Automations
Employee Hiring & Onboarding
29 downloadsBefore we generate that file, please let us know more about you.
Sorry, but you can only download 5 Excel files per day.
Please come back tomorrow to download 5 more.
| Pre-Interview Tasks | ||
|---|---|---|
| Analyze if there is enough work for an additional person |
Operations Manager
|
|
| Define hours & days needed, type of person (qualifications) |
Operations Manager
|
|
| Calculate what company is willing to pay for type of position/experience needed |
Operations Manager
|
|
| Design & Place ad |
Operations Manager
|
|
| Determine which sites to have ad be placed on | ||
| Give account department heads up that charges will be coming in for the ad | ||
| Interview & Offer Tasks | ||
|---|---|---|
| Phone interviews - 1st round - make notes on resume |
Operations Manager
|
|
| Set up in-person interviews |
Operations Manager
|
|
| Call on references for people that we are interested in |
Operations Manager
|
|
| Make final selection; call to make verbal offer pending background check |
Operations Manager
|
| After Offer is Accepted | ||
|---|---|---|
| If verbal offer has been accepted, create employee folder in SV |
Operations Manager
|
|
| Create Offer Letter (use sample in SV>Payroll>Hiring folder; which states that offer is contingent upon background check coming back clean) save in SV |
Operations Manager
|
|
| Send Employee Request - Offer Letter & Background Check below through FC for signature |
Operations Manager
|
|
| After forms come back, run background check done through iChat - make sure to go to shopping cart to pay and submit; results back very quickly; must look with 3 business days or record will go away. |
Operations Manager
|
|
| If background check comes back in satisfactory, save in Employee SV folder |
Operations Manager
|
|
| Send Employee Request - Employment Forms out to employee for completion below |
Operations Manager
|
|
| Send messages through online employment portal to those that did not get job |
Operations Manager
|
|
| Keep resumes that may be considered in the future in Payroll>Resumes for Future Consideration folder in SV |
Operations Manager
|
| Accounting Items | ||
|---|---|---|
| File employee paperwork and completed background check/offer letter from completed FC requests in SV under Accounting>Payroll>Employees>[employee name] |
Bookkeeper
|
|
| Employee info into QBO Payroll; use signed offer letter completed for specifics on vacation, pay rate, etc. |
Bookkeeper
|
|
| File paperwork in QBO Payroll area, Documents, make folders: 1) Resume, Interviewing Docs; 2) Changes, Additions; 3) Reviews; 4) Employment Forms |
Bookkeeper
|
|
| Log into Michigan New Hire for company; add employee in |
Bookkeeper
|
| Getting Ready for Employee's First Day |
Automations
|
|
|---|---|---|
| Meeting with staff to determine subtask items |
Operations Manager
|
|
| Define which accounts to be given to new employee | ||
| How much QBO training does this new person need? | ||
| Starting tasks list to learn processes - who is training on what items? | ||
| Get company email for employee |
Admin
|
|
| Set up email according to directions in this task | ||
| In PW program, set up new folder for employee | ||
| Add new email into that PW folder | ||
| Get Google Number ordered for direct line for new employee |
Admin
|
|
| Record # in password program | ||
| Add new phone number to company contact list; email staff to let them know of form update | ||
| Order furniture & equipment needed for employee (see subtasks) |
Admin
|
|
| Computer - fit specs of previous models ordered | ||
| Desk | ||
| Chair | ||
| Chairmat Approximately 46" x 59" rectangle | ||
| 2 Monitors | ||
| Thunderbolt - get same as last time on Dell.com | ||
| Lift for Laptop | ||
| Logitech wireless mouse & keyboard | ||
| 10-key calculator | ||
| Mouse pad | ||
| Scanner | ||
| Order Strength Finder Book |
Admin
|
|
| Click here when computer has been received |
Admin
|
|
| Serial number of computer and scanner recorded in SV: Asset folder for Asset Listing |
Admin
|
|
| First Day Items |
Automations
|
|
|---|---|---|
| Introductions to Staff Members |
Operations Manager
|
|
| Tour of building and areas |
Operations Manager
|
|
| Give employee: keys, door code, combination to safe for computer storage |
Operations Manager
|
|
| Basic training items to show/talk about on first day |
Operations Manager
|
|
| File naming processes | ||
| PW program rules, etc. (their PW needs to be updated quarterly) | ||
| Outlook / Gmail putting in schedule; conference room reservations | ||
| Have employee do Strength Finders Test - and give results; update our company chart |
Admin
|
|
| Intro to FC - they should go through training modules set up for them |
Operations Manager
|
|
| Intro to SV |
Operations Manager
|
|
| Have employee put their past bookkeeping experiences on our Experience Chart (Google Sheets) |
Admin
|
|
| Employee Request - Offer Letter & Background Check Client Tasks | ||
|---|---|---|
| Please sign the attached Offer Letter and Background Check Authorization form. Thank you! | ||
| Employee Request - Employment Forms Client Tasks | ||
|---|---|---|
| Welcome! Please fill out the attached employment forms and upload back into the portal after completion, along with a copy of your driver's license and social security card OR passport. Check the box upon completion. Thank you! | ||