New Hire Checklist

Assigned to: Joy

  1. Ask Fran to create the new PM emails. 🖼️
  2. Send the list of emails & PM Names to lynj@simple.biz to send an Apploye invitation.
  3. Send the list of emails to Thomas to arrange PM Tool Accesses.
  4. Send the Email Login to the New Hire's Personal Emails. 🖼️
  5. Send a Calendly Invitation. 🖼️
  6. Once the new hires are logged in, send them to simple-resources.com/new-hire-onboarding.
  7. Create the PM's Dashboard. 🖼️


Click Dialer

Once Thomas sends the Click Dialer Customer Numbers, follow these steps: 🖼️