Workflow Templates for Consulting: New Employee

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New Employee

GATHER EMPLOYEE INFORMATION FOR PAYROLL

Name (Full, Legal)

Address (Home)

SSN

Date of Birth

Date of Hire

Salary

Marital Status

Allowances (Deductions)

Direct Deposit (routing number, bank account number, and voided check) OPTIONAL

EXTERNAL SERVICES

Create a GMail account for them

Add to Github Organization

Add to Manifestly

Add to Expensify

Add to Harvest

Share 1Password vault

INTERNAL

Add them as a user on the website

Have them write and post their blog post announcing they joined

Add to Flowdock flows as necessary

Create Gravatar or link email to Gravatar account

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Related Consulting Checklists

Employee Orientation Checklist
Performance Evaluation Checklist
Leave of Absence Checklist
Employee Termination Checklist
Risk Management Checklist
Client Onboarding Checklist
Client Offboarding Checklist
Project Kickoff Checklist
Data Security Checklist

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