Onboarding Outline

Days 1 - 2

• Human Resources paperwork. HUMAN RESOURCESOFFICE MANAGER
• RingCentral setup and verification. ITOFFICE MANAGER
• Equipment check. ITOFFICE MANAGER
• VPN check. ITOPS TEAM LEAD
• Yext account setup and email verification. OPS TEAM LEAD
• Dynamics365 CRM Access. CRMOPS TEAM LEAD
• Trello / Atlassian account creation (helpdesk@leadventure.com) ITOPS TEAM LEAD
• Add to First Month Task board.
• Add to DSB Product Additions: Directory Management & Reputation Management board.
• Bookmark these: EMPLOYEE
• https://arinet.atlassian.net/l/c/NsaBfDyZ
• DS/ARI Digital Advertising Backlog.
• Organimi Org Chart.
• 1-on-1 shadowing & team introduction. EMPLOYEEOPS TEAM LEAD

Days 3 - 4

• Watch video: Yext - Referral Tool Training.
• Yext overview. SME
• Client outreach best practices. SME
• Facebook Access - How to Ask for Access. SME
• How to use the https://arinet.atlassian.net/l/c/NsaBfDyZSMEOPS TEAM LEAD

Day 5

Assignment

1. Based on what you have learned this week about your duties, please design a plan for what your day might look like. Do you prefer to send emails in the mornings, and call in the afternoon? Have you taken into consideration the client’s time zones, and do you know how to check this information? How long do you think each task might take? Please be ready to share this information at your first 1-on-1!

2. Please prepare other notes, questions, and concerns for your first 1-on-1 (30 minutes) with your supervisor! Feel free to share your feelings, likes, and dislikes so far.

Day 6

• Setting up your Outlook signature and sending emails.