Forms/Documents

Wage agreement

• Inform them of paid days off, sick days, vacation days policies.

W4 and I9
Employee Manual
Employee Binder (See new hire folder in secure drive)

• Include all legal handouts, procedure PDFs, copies of signed documents, etc.

EDD New Employee Form
Direct Deposit Form
Emergency Contact Form

Accounts/Access

Note: Many account passwords can be found in the database or Passpack.

Add an employee in QuickBooks

Care Placement Email

• Setup 2-Step Authentication
• Add to group that can access CP Docs on Drive

Add to Active Directory / Domain

Add to Database

Add an extension for 3CX

• Send the 3CX welcome email

Add to CP WhatsApp chats (All Staff, Office Staff, DB Panic Button, etc.)

Webapp Tour

IT PERSONNEL

Make Domain Admin
Create Admin WordPress account
Make manager of Facebook account
Make Admin of Google Workspace

Note: Another option is to give the person access to the company admin accounts for WP and FB instead of/in addition to making them their own admin accounts.

Devices

Install currently used operating system (Pro).
Install RustDesk
Install and setup a Remote Desktop Solution
Install VPN
Install Webapp
Install 3CX
Install Adobe Acrobat

See these articles for detailed instructions on setup for new users.