Onboarding Checklist

Sheridan Nurseries Onboarding & Offboarding Checklist

Start Date:_______________________________________

Name:__________________________________________

Title:___________________________________________

Department:_____________________________________

Manager:________________________________________            

Onboarding Checklist

Please Note: IT requires 10 working days to set up a new employee in the systems and order computer and phone equipment

Task	Responsible	Completed
Tax Paperwork	HR
Company Announcement	HR
Employee Number	HR
Dayforce Account	HR
Compliance Training	HR
Issue SLP Discount	HR
Add to Company Directory	HR
Issue Keys / Alarm Code (HO)	Manager / Grace Williams
Order Business Cards (if reqd)	Grace Williams
Benefits Enrolment	HR
Email Address	IT
Add to Email Distribution Lists	IT
Create Email Signature	IT
Laptop/Computer/Tablet	IT
Cell Phone	IT
Send Contact Info to Grace W	IT
Create SBI Account (Nursery)	IT
Create Phoenix Account (GC)	IT
Create Proactis Account (if reqd)	Finance
Create HubSpot Account (Sales/Mkt)	IT
Add to Teams Channels	Manager
Assign Clerk Number (GC)	IT

Offboarding Checklist

Task	Responsible	Completed
Company Announcement	HR
Govt Paperwork (ROE)	HR
Deactivate Employee Number	HR
Deactivate Dayforce Account	HR
Remove from Company Directory	HR
Deactivate SLP Discount	HR
Cancel Benefits Enrolment	HR
Deactivate Email Address	IT
Remove from Email DLs	IT
Return Laptop/Computer/Tablet	HR / Manager
Return Cell Phone	HR / Manager
Return Keys / Deactivate Alarm Code	Manager / Grace Williams
Deactivate SBI Account	IT
Deactivate Phoenix Account	IT
Deactivate Proactis Account	Finance
Deactivate HubSpot Account	IT
Deactivate Clerk Number (GC)	IT

Notes:

Sheridan wi-fi passwords:

SNwireless – ++Sheridan1913++

SN_Guest -- Sheridan