A template tool to assist with the operational onboarding of Administrative personnel.

1. Insert Company
Logo Here
On-boarding Checklist for Administrative Support Hires
__________________________________________________
Required Actions
Schedule training (or 1:1) sessions for the following items:
w/Department Admin or Executive Assistant – Input local contact name/# here
Introductions
Intranet Overview (including “How to submit Help Desk Requests”)
Department Catering Guidelines
Transportation Overview
Copy Center / Support Services Requests Overview
Facilities Contacts
Additional software platforms as required by role (OneNote, eRoom, etc)
w/Information Technology Services (IT) – Input local contact name/# here
Collaboration Training for Administrative Support Roles
Sharepoint Training (End-user and/or Team Site Owner Training)
w/Corporate Travel & Event Services – Input local contact name/# here
Concur (Travel & Expense Software Platform)
Travel Policy
Meeting Planning
w/Procurement – Input local contact name/# here
Purchase Order Process
Opening, Monitoring and Closing
Office & Computer Supply Orders
w/Accounts Payable – Input local contact name/# here
VIP Processing (Submitting an invoice against an established Purchase Order #)
Self-Service Invoicing (SSI)/ Check Requests (Submitting a non-PO invoice)
w/Learning & Development – Input local contact name/# here
Online Compliance Training System
L & D Portal Review
Goal Setting (Performance Management) System
w/Admin Support Portal – Input local contact name/# here
Admin Portal Overview
Additional Operational Actions

2. Insert Company
Logo Here
On-boarding Checklist for Administrative Support Hires
__________________________________________________
w/ Information Technology Services (IT) – Input local contact name/# here
Connect to network Printers/Scanners (ask that they add a short cut folder onto
your most frequently used printer directory)
Request access to necessary departmental server folders
Request access/addition to Company-wide Administrative Email Distribution Lists
[Insert specific Email Distribution List addresses here]
Request a copy of your Supervisor(s) Conference calling / WebEx #’s (if
Supervisor does not have immediately available)
w/Local Departmental Team Members – Input local contact name/# here
Request Membership permissions to departmental Sharepoint Team sites (if
applicable)
Request Membership permissions to book departmental private Conference
Rooms (if applicable)
w/Operations – Input local contact name/# here
FedEx Shipping Account Log-in