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Onboarding sample.pdf
- 1. New Hire Workday Tasks: Prior to Start Date Before starting orientation and day one of training, complete the following Workday onboarding tasks: Name Priority Level Location Length Status Enter Personal Info Completed During TOP Workday N/A ☐ Enter Contact Info Completed During TOP Workday N/A ☐ Complete Federal Withholding Elections Completed During TOP Workday N/A ☐ Change Emergency Contacts Completed During TOP Workday N/A ☐ Edit Government IDs Completed During TOP Workday N/A ☐ Complete Provincial Withholding Elections Completed During TOP Workday N/A ☐ Complete Union Form (if applicable) Completed During TOP Workday N/A ☐ Edit Licenses (if applicable) Completed During TOP Workday N/A ☐ Manage Payment Elections Completed During TOP Workday N/A ☐ Change Profile Photo Completed During TOP Workday N/A ☐ Change Benefits for Life Event Completed During TOP Workday N/A ☐ Coordination of Benefits (if applicable) Completed During TOP Workday N/A ☐ Review Assigned Policies Completed During TOP Workday N/A ☐ Review Assigned Documents Completed During TOP Workday N/A ☐ Essential New Hire Workday Training Name Priority Level Location Length Status Finning’s Global Energy Isolation Training Priority 1 Workday 35 mins ☐ Life Saving Rules at Finning Priority 1 Workday 25 mins ☐ Hand Safety Awareness Priority 1 Workday 35 mins ☐ WHMIS 2015: Workplace Hazardous Materials Information System Priority 1 Workday 1 hour ☐ Introduction to Environment, Health and Safety at Finning Priority 1 Workday 30 mins ☐ Code of Conduct Priority 1 Workday 20 mins ☐ Standing Up for Respect Priority 1 Workday 15 mins ☐ Getting Started with Workday Learning Priority 2 Workday 5 mins ☐
- 2. Workday – Getting Started Priority 2 Workday 40 mins ☐ Introduction to Traction Priority 2 Workday 10 mins ☐ Cyber Security Fundamentals Priority 2 Workday 35 mins ☐ Social Media Policy Priority 2 Workday 15 mins ☐ Customer Experience Essentials Priority 2 Workday 1 hour ☐ Contamination Control - Introduction Priority 2 Workday 40 mins ☐ Finning’s Financial Benefits Priority 3 Workday 20 mins ☐ Long-Term Network: Introduction and Overview Priority 3 Workday 25 mins ☐ Indigenous Reconciliation Awareness Priority 3 Workday 1 hour ☐ Promoting the Value of CUBIQ Dealer Services and Parts.Cat.com Priority 3 Workday 20 mins ☐ Service Excellence Training Name Priority Level Location Length Status Service Fundamentals Completed During TOP In-Person 3 hours ☐ Tooling Overview Completed During TOP In-Person 30 mins ☐ Customer Experience Essentials Priority 1 Workday 1 hour ☐ Cat Product Introduction - (English) Optional Training Workday 1 hour ☐ Machine Pro - The Cat Machine Product Line - (English) Optional Training Workday 1 hour ☐ Conflict Resolution Optional Training Workday 40 mins ☐ Understanding Customer Needs Optional Training Workday 10 mins ☐ Developing Your Customer Focus Optional Training Workday 10 mins ☐ Communication Basics Optional Training Workday 50 mins ☐ Effective Emails Optional Training Workday 30 mins ☐ Business Writing: Being Effective Optional Training Workday 50 mins ☐ Telephone Techniques Optional Training Workday 1 hour ☐ Listening to Your Customers Optional Training Workday 10 mins ☐ Are You Really Listening? Optional Training Workday 45 mins ☐ Customer Problem Solving (English) Optional Training Workday 1 hour ☐ Interacting with the Customer (English) Optional Training Workday 1 hour ☐ Creating Valuable Customer Relationships Optional Training Workday 50 mins ☐ Building Customer Rapport Optional Training Workday 10 mins ☐ New Hire Workday Tasks: After Training In-Person After attending the training, complete the following Workday onboarding tasks:
- 3. Name Priority Level Location Length Status Contamination Control - Introduction Completed After TOP Workday 40 mins ☐ Indigenous Reconciliation Awareness Completed After TOP Workday 60 mins ☐