Alliant New Hire Checklist

Alliant New Hire Checklist for Managers

The San Jose office has created a successful onboarding checklist that allows for a seamless new hire experience. Not only will it assist with compliance guidelines, it will provide your new hire with clarification, allow you to set the tone of your office culture by providing them a warm welcome and connection to the team by taking advantage of preparing for your new hire’s arrival. Use this checklist to ensure completion of all necessary steps, access to applications, systems and folders, and documentation, etc. have been completed. Note: this form can be customized to meet the needs of your team, just request it at Stephanie.Earl@Alliant.com
Please use this form to enter new hire details.
Position Details
First Name*
Last Name*
Preferred First Name*
Name the new hire would like displayed as email alias, etc.
Personal Cell Number
Personal Email*
Start Date*
Manager's Name
Job Title
Onboarding Partner's Name
optional
Business Unit
Prior to first day
Welcome to Alliant Phone Call completed by Manager
Date completed
Headshot Obtained
Gym Form provided to new hire
Parking Form provided to new hire
T-shirt size
Office Location
If remote worker indicate as such.
Establish Carrier Logins
Create Zip File:

Naming ConventionsCarrier CodesEpic Activity CodesCorrespondence TemplatesMarket Contacts/Market ListExpiration List
Confirm Receipt of Office IT Equipment
Laptop

YesNo, but requestedNoNot applicableOther
Docking Station

YesNo, but requestedNoNot applicableOther
Dual Monitors

YesNo, but requestedNoNot applicableOther
Keyboard

YesNo, but requestedNoNot applicableOther
Mouse

YesNo,Other
Zoom Headset

YesNoOther
WiFi Adapter

YesNoOther
iPhone (needs manager approval)

YesNoOther
Other equipment not listed

YesNoOther
Administrative

Precursor
Email announcement to team/office*
Identify Workstation*
Organizational Chart*
Administrative

Digital/Electronic
Schedule Welcome Team Lunch*
Add to Team Zoom Chat Channel*
Add birthday to Kudoboard and Calendar*
Confirm HR & IT Orientation Sessions *
Confirm enrollment into Professional Development's New Hire Orientation in Aspire*
Create Agenda for weeks 1-3*
Disseminate VCard and Phone List to team*
Media Announcement*
Update Business Continuity SharePoint Page*
Administrative

Physical
Order building and suite access badges*
Assign Mail Slot*
Add email address to printer directories*
Assign drawer or storage space *
Test equipment at workstation setup*
Vcard in Outlook*
Forward applicable future and recurring Outlook calendar invites*
Create Team Member Folder
Folder Contents

Agenda first 3 weeksAgenda - IT TrainingHoliday and Payroll CalendarsLogin credentialsPrivacy and SecurityWelcome Packet (floor plan)
Alliant Branded Items (Desk Setup)
Optional Items

CoasterLaptop BagMouse Pad (Vistaprint-Personalize)MugPenSafety Hat/VestT-Shirt
Desk Setup

This will vary depending upon remote, hybrid or in office work. Check as applicable.
Optional Items

Book: Crucial ConversationsBusiness Card HolderDrawer OrganizerFlowers or PlantMemo/White BoardMicrofibertTowel & Cleaning SprayName PlatePost-Notes, Note Pad, and White OutPencil Holder (pens, pencils, highlighters, scissorsPPE (Wipes, Gel Sanitizer, Mask)Recycling and Trash BinTissue BoxWhite Board Pens, Erasers and 4 Magnets
First Day/Week - New Hire Training
Greet Team Member in Building LobbyTour of the OfficeIntroduction to Team MembersTour of building (other offices, security, parking elevators, gym)
Optional

Phone listWelcome packetPrinter Logic instructionsAdd building security number to contactsExplain H & S Shared Drives-Map drive icon on desktopEnsure Access to AspireConfirm OneDrive ConnectionsInsurance Carriers AccessComplete Epic TrainingEnsure access to KOFAXSetup WorkCompareSetup WCIRBSetup ComplineSetup Resource Connect
Monday IT (Information technology) Virtual Instructor Led Training*

Yes attended
Tuesday HR Virtual Instructor Led Training*

Yes attended
Wednesday Professional Development New Hire Experience Session #1*

Yes attended
Thursday Professional Development New Hire Experience Session #2*

Yes attended
Friday Professional Development New Hire Experience Session #3*

Yes attended
Technology Software

MS Office SuiteiWork SuiteEl CapitanFile VaultAdmin Rights to ComputerVMWareAdobe Creative CloudKaleidoscopeXcodeSublime TextSourcetreeCornerstone SVNCharles Proxy (QA only)Other
VPN*

YesNoNot applicable
Questions or comments for IT
Facilities Details
Requested Space Location
Recruiting Details
Recruiter*
Should be Empty:

Alliant New Hire Checklist for Managers

Prior to first day

Confirm Receipt of Office IT Equipment

Administrative

Administrative

Administrative

Create Team Member Folder

Alliant Branded Items (Desk Setup)

Desk Setup

First Day/Week - New Hire Training