Workflow Templates for Consulting
Consulting
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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