Leadership

Hire someone

Fill this out once, as soon as the offer is accepted. Everyone who has a part gets their task, and the new hire is guided through the rest on their own.

You enter everything here.
IT creates their Google account and taps Account ready. A welcome email goes to the new hire’s personal email.
Operations adds them to Paylocity and gets equipment ready.
The new hire signs in and is walked through every step.
Their supervisor clears them for client contact.

See everyone being hired now →

1The person

Full legal name

Goes by (optional)

Personal email

Their welcome and sign-in steps go here. Nothing private is ever sent to it.

Cell phone

IT texts or calls with their temporary password.

2The job

Position

Status

Supervisor

Pay

Rate

Goes only to Operations, for Paylocity. IT never sees it.

3First day

Start date

Arrival time

Where to report

Credentials this job needs (they’ll be asked to upload only these)

Professional license or certification CPR / First Aid ANSA / CANS certification Driver’s license and auto insurance (drives clients)

Background check and drug screen

4Accounts and equipment Work email to create

Filled in from their name. Change it if it’s already taken.

Set up

Google account (email, calendar, this site) EHR login Building keys or door code Laptop iPad

Laptop number

iPad number

Anything else IT or Operations should know? (optional)

Hire someone

Onboarding started.