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Your Onboarding
On-boarding Notes
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Your Onboarding

This is a template! Copy the template below and turn it into your own internal template for onboarding.
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Welcome to your Onboarding at Dunder Mifflin!

Hey there new employee,
I'm Michael Scott, the World's Best Boss! But you probably already knew that. What you might not know is that you've just landed your dream job. You're now a member of the Dunder Mifflin family, which means you'll be selling the best paper in the world. And hey, we're not just saying that - it's official.
This doc is your new hire onboarding guide, and will have all the information you need to get started!
Buckle up, because things are about to get wild. You'll be working with some of the craziest, most unpredictable people you've ever met. But don't worry, we're all one big happy family here. Except for Toby. Nobody likes Toby.
— Michael
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Your Onboarding Progress:
0000
50.9
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On-boarding Overview

Onboarding by Week
1
Onboarding Week
Tasks for the Week
Progress
1
1
Join Slack channels
Okta
Zendesk
Guru
Gong App
Showpad
Lattice
IT helpdesk
Gainsight
Zoom - Phone
Salesforce
Pendo
SnagIt
Google Drive Folders
Career Goals
New Hire IT Onboarding
DM Onboarding 101 (HR)
Benefits Onboarding (HR)
Customer Lifecycle Overview
Pillars of Product Support
 Show 2 more
0000
77.3
2
2
Product Support Standup
Holidays
Lunch
DM History Recording
Review DM Positioning Guide and Storyline
Watch Accounting 101 and 102 Recordings
Watch AE Demo Recording
Watch Life for Businesses without DM
Sales Demo - Recording
Launch Call - Recording
Admin Training - Recording
Team Training - Recording
Optimization Call - Recording
QBR - Recording
Social Events Signup!
Order of Operations
0000
31.3
3
3
Review Help Desk Articles
1:1 Get to know you / Ticket Review with Trevor
1:1 Get to know you / Ticket Review with Fred
1:1 Get to know you / Ticket Review with Eddie
1:1 Get to know you / Ticket Review with Sue
1:1 Get to know you / Ticket Review with Sarah
1:1 Get to know you / Ticket Review with Erica
1:1 Get to know you / Ticket Review with Phyllis
1:1 Get to know you / Ticket Review with Jeanette
1:1 Get to know you / Ticket Review with Casey
000
20
4
4
Rebuild analytics tracker
Clear Rec History
Cloud Connect Page
Additional Links: Customer Page
Folders
000
60
There are no rows in this table
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My Onboarding Tasks
1
Category
Status
Onboarding Week
Search
Onboarding Week
Task Name
Category
Status
Open
Done
Link
Attachment(s)
Writeup
1
22
2
16
Product Support Standup
Meetings
Done
Open Task
Done
Open
Holidays
Company-Wide
Done
Open Task
Done
Open
Lunch
Company-Wide
Done
Open Task
Done
Open
DM History Recording
Company-Wide
Not started
Open Task
Done
Open
Review DM Positioning Guide and Storyline
Company-Wide
Not started
Open Task
Done
Open
Watch Accounting 101 and 102 Recordings
Company-Wide
Not started
Open Task
Done
Open
Watch AE Demo Recording
Company-Wide
Not started
Open Task
Done
Open
Watch Life for Businesses without DM
Company-Wide
Not started
Open Task
Done
Open
Sales Demo - Recording
Sales
Not started
Open Task
Done
Open
Launch Call - Recording
Sales
Not started
Open Task
Done
Open
Admin Training - Recording
Sales
Not started
Open Task
Done
Open
Team Training - Recording
Sales
Done
Open Task
Done
Open
Optimization Call - Recording
Sales
Not started
Open Task
Done
Open
QBR - Recording
Sales
Done
Open Task
Done
Open
Social Events Signup!
Social
Not started
Open Task
Done
Open
Order of Operations
Social
Not started
Open Task
Done
Open
3
10
Review Help Desk Articles
Social
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Trevor
Meetings
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Fred
Meetings
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Eddie
Meetings
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Sue
Meetings
Done
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Sarah
Meetings
Done
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Erica
Meetings
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Phyllis
Meetings
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Jeanette
Meetings
Not started
Open Task
Done
Open
1:1 Get to know you / Ticket Review with Casey
Meetings
Not started
Open Task
Done
Open
4
5
Rebuild analytics tracker
Tech Setup
Done
Open Task
Done
Open
Clear Rec History
Tech Setup
Done
Open Task
Done
Open
Cloud Connect Page
Tech Setup
Done
Open Task
Done
Open
Additional Links: Customer Page
Tech Setup
Not started
Open Task
Done
Open
Folders
Tech Setup
Not started
Open Task
Done
Open
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