Talent Connect Network

Create Onboarding Workflow

Set up a new hire onboarding process

New Hire Information
Select Onboarding Tasks

Complete tax forms (W-4)

paperwork • new hire • high priority

Sign employment contract

paperwork • new hire • high priority

Sign NDA

paperwork • new hire • high priority

Submit bank details for payroll

paperwork • new hire • high priority

Provide emergency contact information

paperwork • new hire • medium priority

Set up email account

accounts • it • high priority

Create accounts (Slack, project tools)

accounts • it • high priority

Set up benefits enrollment

accounts • hr • medium priority

Order laptop and equipment

equipment • it • high priority

Set up workspace

equipment • manager • medium priority

Complete security training

training • new hire • high priority

Complete compliance training

training • new hire • medium priority

Attend orientation meeting

meeting • new hire • high priority

Meet with manager for role overview

meeting • new hire • high priority

Team introduction lunch

meeting • new hire • low priority

Required Documents

Government-issued ID

id proof

Tax Form W-4

tax form

Signed Employment Contract

contract

Non-Disclosure Agreement

nda

Bank Details Form

bank details

Emergency Contact Form

emergency contact