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New Employee Onboarding Checklist

A comprehensive guide to onboarding new employees, covering everything from computer logins to office locations and equipment needs.

By Ryan Malhoski

In this guide, we'll learn how to efficiently complete the onboarding process for a new hire using the City of South Lake Tahoe Onboarding Form. This involves entering essential information such as the new hire's name, title, and employment type. We'll also cover how to set up necessary access and equipment, including computer logins, email accounts, and physical access to facilities.

By following these steps, you can ensure a smooth transition for the new employee into their role and department.

Let's get started

Enter the new hire's name.

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Enter new hire name
Step #2: Enter new hire name
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Enter the position title of the new hire
Step #3: Enter the position title of the new hire
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Click here
Step #4: Click here
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Select what department they will work in
Step #5: Select what department they will work in
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Click here
Step #6: Click here

Enter the office location.

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Click on "Next"
Step #7: Click on "Next"

Do they need a computer login? Do they need an email account? Specify which SharePoint sites they need to join.

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Click here
Step #8: Click here
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Click here
Step #9: Click here
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Click on "Enter your answer"
Step #10: Click on "Enter your answer"
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Click on "Enter your answer"
Step #11: Click on "Enter your answer"
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Type "DAI"

Enter the email group memberships they will need. Choose their start date and orientation with Human Services.

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Type "Airport, Everyone"
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Click here
Step #14: Click here

Choose the type of OneSolution access they require.

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Click on "Basic"
Step #15: Click on "Basic"

Will they need remote access? Specify the type of remote access required.

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Click here
Step #16: Click here
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Click on "Enter your answer"
Step #17: Click on "Enter your answer"
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Click on "Next"
Step #18: Click on "Next"
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Type "Splashtop"

Will they need a desktop computer? Enter the budget item from which the computer will be purchased.

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Click on "☐"
Step #20: Click on "☐"
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Click on "Enter your answer"
Step #21: Click on "Enter your answer"

Will they need a laptop? Will they need a cell phone? Does the employee need keycard access? Choose the facility where they need it.

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Type "1234Computer"
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Click on "☐ No"
Step #23: Click on "☐ No"
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Click on "☐ No"
Step #24: Click on "☐ No"
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Click on "Next"
Step #25: Click on "Next"
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Click here
Step #26: Click here
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Click on "Airport"
Step #27: Click on "Airport"

Will they need physical keys? Enter the facility for which they'll need keys.

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Click here
Step #28: Click here
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Click on "Enter your answer"
Step #29: Click on "Enter your answer"

Then, click submit.

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Type "Airport"
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Click on "Submit"
Step #31: Click on "Submit"