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[Employee Name]: New Employee Onboarding

We're so happy you've chosen to work with us

The New Employee Onboarding kit provides a comprehensive guide for new hires at NewRetirement to complete tasks over their first four weeks, with flexibility to adjust the order as needed. The onboarding process includes setting up necessary tools and systems, such as Cledara for tool access requests, and completing various training modules through KnowBe4. HR/Operational support is available via Slack from Danielle Jackson for HR-related queries and John Pick for security application assistance. The first week involves activities like document submission for employment verification, security and harassment prevention training, creating a financial plan, and meeting an onboarding buddy. Subsequent weeks include tasks such as benefit enrollment and deeper integration into the company's systems and culture. Feedback and notes can be added to a specified Coda document, and any gaps or suggestions for the onboarding process should be flagged for improvement.
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Start here

In this kit you’ll find everything (we hope!) you need to get started working here. Work through tasks over the next 4 weeks. Feel free to work out of sequence if it makes sense for you. For example, you may find that some day 5 activities are best completed day 5. If you happen to find anything missing or wishing there was something in here that isn’t — please flag it with
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. There’s also a space for you to add any feedback or notes
here
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. We’re excited to have you on-board!
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Helpful Info

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Manager

This is the person who will manage your career path, assign you work, and lead your functional team.



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Onboarding Buddy

They’ll help you navigate the onboarding process, the organization and help introduce your to key team members when helpful.



Need Help?


Week 1

Day 1: Theme

Get oriented to Slack, Email and our NR culture
Category
Task
Due Date
Status
Details
i
7
Review New Employee Onboarding
Mon, Jul 8
Open
[GUSTO] Employment Verification Documents for I-9
Mon, Jul 8
Open
Meet with your buddy
Mon, Jul 8
Open
Fill out your directory page
Mon, Jul 8
Open
Add your picture/pronouns in Coda
Mon, Jul 8
Open
Review
Employee Handbook
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Mon, Jul 8
Open
Fill out your Headshot Form
Mon, Jul 8
Open
5
[KnowBe4] Security Awareness Foundations
Mon, Jul 8
Open
[KnowBe4] Security Awareness Proficiency Assessment
Mon, Jul 8
Open
[KnowBe4] Mobile Device Security
Mon, Jul 8
Open
[KnowBe4] California Sexual Harassment Prevention for Employees
Mon, Jul 8
Open
NewRetirement Awareness and Training Policy
Mon, Jul 8
Open
2
Cledara - See Notes >>
Mon, Jul 8
Open
[Gusto] Setup your paycheck, tax withholdings, etc.
Mon, Jul 8
Open
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Day 2: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
10
Review the
Company Mission and Values
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Tue, Jul 9
Open
Review
NR Investor Deck
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Tue, Jul 9
Open
Quick read:
NewRetirement Glossary
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Tue, Jul 9
Open
Become a customer (sometimes it’s helpful to set up multiple accounts, e.g. meg.young+nw@, to be used for different purposes )
Tue, Jul 9
Open
Review the NewRetirement Site and compile a quick audit (just a list of feedback) and be prepared to share (no more than 1-2 hours). Use frame of a D2C customer
Tue, Jul 9
Open
Start using the planner product and compile initial reactions and thoughts (feedback).
Tue, Jul 9
Open
Take Lesson 1 of the Build Your NewRetirement Plan Class (link will not work if you don’t have Planner Plus)
Tue, Jul 9
Open
Complete Brand Onboarding (with Rachel)
Tue, Jul 9
Open
Introduction to NR systems
Tue, Jul 9
Open
Go through the site and create a financial plan for yourself (make a list of all the questions you have, we’ll review)
Tue, Jul 9
Open
1
Review Brand Guidelines
Tue, Jul 9
Open
4
Create a NewRetirement account
Tue, Jul 9
Open
Get NR account upgraded
Tue, Jul 9
Open
Take the Build Your NewRetirement Plan class
Tue, Jul 9
Open
Build the first version of your financial plan
Tue, Jul 9
Open
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Day 3: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
1
Learn the application
Wed, Jul 10
Open
1
Audit the react repo and suggest changes to improve the architecture
Wed, Jul 10
Open
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Day 4: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
1
Continue deep dives with relevant project people
Thu, Jul 11
Open
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Day 5: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
No results from filter
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Week 2

Theme: X

[Manager’s note]
Category
Task
Due Date
Status
Details
i
1
[GUSTO] Benefit enrollment
Mon, Jul 15
Open
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Week 3

Theme: X

[Manager’s note]
Category
Task
Due Date
Status
Details
i
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Week 4

Theme: X

[Manager’s note]
Category
Task
Due Date
Status
Details
i
No results from filter
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