New Employee Checklist

Copy to Archive

Move to Archive

Document Library
Main Topic

Kurt Tomicich
2015/12/14

Procedure

Subject:	New Employee Checklist
Category:	Customers\ CDA\ HR

Version:	1
Revision Date:	2015/12/14 Modified: 2015/12/14

Originator	Reviewers
Kurt Tomicich

Summary Doc

KRT AFN

Full Name	LOGON	PASSWORD	LAN	Email	QB	ESC	Notes	Notes


			Blue: Different Login and/or Password - See Doc

NOTES:

Temp Password:

VPN into the CDA Network and update the MASTER PASSWORD LIST

Email

Create account - Office365 Admin

Standards:

Primary Login: FN.LN <cindy.fortin@...>
Aliases: FILN, FN <cfortin@... , cindy@...>

Add to Distribution and Security Groups
Record changes on the spreadsheet
Log in to WebMail using the temporary password and initialize
Add them (explicitly?) to Permissions on the Service mail database

Network - only if they're in the office

Create a new user on the server

FILN <cfortin>

Add to the appropriate Security Groups
Create a user-specific subfolder for them under Users$ (D:\Users) and set security

Create other accounts

Quickbooks
ESC

PC

If in the office

Create the AD Account
Map Network Drives

Configure Software

Outlook

Set Signature
Add the Service mail database

Activate MS Office & remove Trial products
QuickBooks

Phone System, if in the office

Update extension name in phone system
Reset VM password (0000)
Update Phone Extension List

Distribute

Update Phone Button Labels

Distribute

Alarm

Ex employee processing

All Documents By Author By Category By Alternate Name Review Status Help