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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
What is your Name?
*
First
Last
Please put your name here so we know who to reach out to.
Your Email
*
Company Name
*
Hire or Termination?
*
Joining
Leaving
New User Info
Date Required
*
Date Format: MM slash DD slash YYYY
Time
*
:
HH
MM
AM
PM
New User Name
*
First
Last
Personal Email
To allow us to send on-boarding instructions
Mobile Number
Job Title
New User Email
*
Rodmell & Co Off-Boarding
Date Required
*
Date Format: MM slash DD slash YYYY
Time
*
:
HH
MM
AM
PM
User Name
*
First
Last
User Email
*
List of Services
Select All
Disable Okta
Convert to Shared Mailbox
Remove From Distribution Groups
Remove User from Printer
Remove from NAS
Disable VPN
Forward Email To:
Forward Email to a specific person.
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)
QPN Database Access
*
NONE
Editor (default for Account team & Directors)
Admin Access (requires Marcus Approval)
Additional Comments
Teal & Co - Onboarding Specific
Teal & Co - Onboarding
FileCloud Access
Which Office 365 License
Actions
Edit
Delete
There are no
Entries.
Add Entry
Maximum number of entries reached.
16x9 - Onboarding Specific
Teal & Co On-boarding
Which Office 365 License
Which Distribution Groups should they be added to?
Computer to be Setup on?
Access to Server?
Type of User
Additional Notes
Actions
Edit
Delete
There are no
Entries.
Add Entry
Maximum number of entries reached.
BYU Agency - OnBoarding Specific
BYU Agency - Onboarding
Computer to be Setup on? (Labeled)
Box.com Access Groups
Adobe CC Required?
Add to Distribution Groups
Type of User
Additional Notes
Actions
Edit
Delete
There are no
Entries.
Add Entry
Maximum number of entries reached.
BYU Agency - OffBoarding Specific
BYU Agency - OffBoarding
Leaving User Name
Date
Time
Actions
Edit
Delete
There are no
Entries.
Add Entry
Maximum number of entries reached.
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