Onboarding / Offboarding

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*
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
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
- Select All
- Disable Okta
- Convert to Shared Mailbox
- Remove From Distribution Groups
- Remove User from Printer
- Remove from NAS
- Disable VPN
- Remove from Resource Guru
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@
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*
- Select All
- NONE
- Everyone@
- MadNews@
- Hello@
- Subscriptions@
- Work@
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?
- Select All
- Office
- Production
- QA
- Team
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)
Setup on Server*
- Yes
- No
Add to Distribution Group fam@churchstate.com*
- Yes
- No

Onboarding / Offboarding Form

New User Info

Off-Boarding

Rodmell & Co Off-Boarding

Rodmell & Co On-Boarding

Competent Boards - Onboarding

BYU Agency On-Boarding

BYU Agency - Off-boarding

Teal & Co - Onboarding

16x9 - Onboarding

ARGO Land - Onboarding

ARGO Land - Off-boarding

Noya Cannabis - On-Boarding

Hallett Homes - On-Boarding

Church + State On-Boarding