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Onboarding Outline

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
Bookmark these: Employee
https://arinet.atlassian.net/l/c/NsaBfDyZ
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

 

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