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