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Onboarding / Offboarding
Onboarding / Offboarding
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2021-04-28T10:11:16-04:00
Onboarding / Offboarding Form
Used for new employee onboarding
"
*
" indicates required fields
What is your Name?
*
First
Last
Please put your name here so we know who to reach out to.
Your Email
*
Company Name
*
Joining or Leaving?
*
Joining
Leaving
New User Info
Date Required
*
MM slash DD slash YYYY
Time Required
*
Enter a Time for example 9am
New User Name
*
First
Last
Personal Email
To allow us to send on-boarding instructions
Mobile Number
Job Title
New User Email
*
Off-Boarding
Date Required
*
MM slash DD slash YYYY
Time
*
Hours
:
Minutes
AM
PM
AM/PM
User Name
*
First
Last
User Email
*
Forward Email To:
Forward Email to a specific person.
General Clean up Tasks
Remove From Global Address Book
Convert to Shared Mailbox (Office 365)
Update AYS Invoicing
Rodmell & Co Off-Boarding
List of Services
Disable Okta
Convert to Shared Mailbox
Remove From Distribution Groups
Remove User from Printer
Remove from NAS
Disable VPN
Remove from Resource Guru
Select All
Rodmell & Co On-Boarding
Computer Type
*
BYOD (Bring Your Own Device)
New Computer (Requires Marcus Approval)
Existing RoCo Assets (Assign Asset Tag in Other)
VPN Access
*
No
Yes
Typical is No
Add E-mail to Scanner
*
Yes
No
Licenses
*
AYS Managed Services (Yes for All RoCo Assets)
Box - Cloud Access (provisioning)
OKTA - SSO
MS 365 - Business Basic (E-mail & web apps ONLY)
MS 365 - Business Standard (includes ALL apps & E-mail)
Adobe Creative Cloud (via Adobe Suite)
Adobe Acrobat Pro (via Adobe site)
Monotype - Mosaic (via Monotype)
SketchUp (via SketchUp)
Autodesk AutoCAD LT (via Autodesk)
OKTA Profile
Users not in OKTA (e-mail users only)
Profile - App - Default
Profile - App - RoCo Marketing
Profile - App - IT (requires Marcus approval)
Profile - App - Account
Profile - App - Creative - Enviro
Profile - App - Creative - Graphic
Resource Guru
Box File Access
*
User not in Box (e-mail users only)
File Access - Default (YES FOR ALL)
File Access - Finance (for full-time Account)
File Access - Director (requires Marcus approval)
File Access - IT (requires Marcus approval)
MS Teams Groups
*
NONE
@550 (default of users working at 550 Bayview - Set as Member)
Group - Account (Set as Owner)
Group - Creative (Set as Owner)
Shared Calendars
*
NONE
RoCo Shared Calendar (YES FOR ALL - Delegate Permission - Send on Behalf)
Distribution Groups
*
NONE
RoCo Newsletter Library (YES FOR ALL)
550@rodmellandco.com (All people working at Brickworks)
rocotesting@rodmellandco.com (For testing digital, social and web assets)
contactus@rodmellandco.com (General requests to RoCo) - Marcus Approval
invoice@rodmellandco.com (For Invoicing) - Requires Marcus Approval
qpn@rodmellandco.com (For communicating with QPN) - Requires Marcus Approval
HHpackaging@rodmellandco.com (For receiving packaging requests from client and vendor)
Recurring Meetings
*
NONE
Weekly Resource Meeting - Thursday (Cristina Invite)
Weekly Creative Check-In - Monday - (Marcus Invite)
Weekly Account Check-In - Tuesday - (Cristina invite)
Weekly Directors meeting - Friday - (Cristina invite)
Monthly Invoice Review - Account Team - (Birgit Invite)
HH Branding weekly status - (Rebekah invite)
HH Rollout weekly status - (Roman Invite)
Purolator weekly status - (Cristina invite)
Account Opportunities - (Cristina Invite)
Additional Web Services
*
NONE
Envato Elements (Managed by Marcus)
Quickbooks (Managed by Birgit) - (requires Marcus Approval)
Getty Images (Managed by Marcus)
QPN Database Access
*
NONE
Editor (default for Account team & Directors)
Admin Access (requires Marcus Approval)
Additional Comments
Competent Boards - Onboarding
Computer Type
*
BYOD (Bring Your Own Device)
New Computer
Existing Asset
Existing Asset Name?
Help us identify which existing computer we will be repurposing.
New Computer Details
Please let us know if this is a computer we will need to purchase for Competent Boards. Mac or PC?
New Employee Services to Setup
*
Google Workplace Email
BYU Agency On-Boarding
Computer to be Setup on? (Labeled)
*
Let us know which asset we're going to setup the user on
Box.com Access Groups
*
Accounting
Creative
CSR
FinanceLT
Media
Repository
Studio
Adobe CC Required?
*
Yes
No
Add to Distribution Groups
*
NONE
Everyone@
MadNews@
Hello@
Subscriptions@
Work@
Zoom Meetings Links
*
Mission Mondays
Finish It Fridays
Select All
Add person to zoom meetings links
Type of User
*
Freelance
Contract
Intern
Employee
Additional Notes
BYU Agency - Off-boarding
Convert to Shared Mailbox (Archive Email)
*
Yes
No
Disable Box.com Access
*
Yes
No
Migrate Box Data to:
*
When deleting a Box user we need to know where to move their data incase they have some personal data.
Remove Adobe CC License
*
Yes
No
Remove From Distribution Groups
*
NONE
Everyone@
MadNews@
Hello@
Subscriptions@
Work@
Select All
Remove From Zoom Meetings Links
*
Mission Mondays
Finish It Fridays
Select All
Remove person to zoom meetings links
Additional Notes
Teal & Co - Onboarding
FileCloud Access
*
Yes
No
Which Office 365 License
*
Office 365 Basic (Web Apps & Email Only)
Office 365 Business (Includes Desktop Apps)
16x9 - Onboarding
Which Office 365 License
*
Office 365 Basic (Web Apps & Email Only)
Office 365 Business (Includes Desktop Apps)
Which Distribution Groups should they be added to?
Office
Production
QA
Team
Select All
Computer to be Setup on?
*
Access to Server?
*
Yes
No
Type of User
*
Admin
Studio
General Staff
Additional Notes
ARGO Land - Onboarding
Requested Access
*
Dropbox
Quickbooks
Dropbox Folders
*
Please tell us which folders they should have access to
ARGO Land - Off-boarding
Noya Cannabis - On-Boarding
Which Distribution Groups?
*
Office
Production
QA
Team
Computer to Be Setup On?
*
Require Office Apps? (Outlook, Word, Excel...?)
*
Yes
No
Access to Company Drive?
*
Yes
No
VPN Access?
*
Yes
No
Type of User?
Admin
Production
QC
General Staff
Ring Central Account Needed?
*
Yes - with Mobile App
Yes - with Desk Phone
No
Additional Notes
Hallett Homes - On-Boarding
Add Email to Scanner?
Yes
No
Datto Workplace?
Yes
No
New Computer Purchase Required?
Yes
No
Which Existing Computer to Setup on?
*
Upload Internal On-boarding Form
Max. file size: 50 MB.
Church + State On-Boarding
Existing Computer to setup on?
Leave blank if ordering new.
New Computer Type
*
MacBook Air (16GB RAM, 512 HD)
MacBook Pro (32GB RAM, 1TB HD)
Other
Setup on Server
*
Yes
No
Add to Distribution Group fam@churchstate.com
*
Yes
No
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