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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
HR/General
7
Review New Employee Onboarding
Mon, Jul 8
Not started
Open
[GUSTO] Employment Verification Documents for I-9
Mon, Jul 8
Not started
Open
Meet with your buddy
Mon, Jul 8
Not started
Open
Fill out your directory page
Mon, Jul 8
Not started
Open
Add your picture/pronouns in Coda
Mon, Jul 8
Not started
Open
Review
Employee Handbook
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Mon, Jul 8
Not started
Open
Fill out your Headshot Form
Mon, Jul 8
Not started
Open
Training
5
[KnowBe4] Security Awareness Foundations
Mon, Jul 8
Not started
Open
[KnowBe4] Security Awareness Proficiency Assessment
Mon, Jul 8
Not started
Open
[KnowBe4] Mobile Device Security
Mon, Jul 8
Not started
Open
[KnowBe4] California Sexual Harassment Prevention for Employees
Mon, Jul 8
Not started
Open
NewRetirement Awareness and Training Policy
Mon, Jul 8
Not started
Open
Tools/Systems
2
Cledara - See Notes >>
Mon, Jul 8
Not started
Open
[Gusto] Setup your paycheck, tax withholdings, etc.
Mon, Jul 8
Not started
Open
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Day 2: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
Training
10
Review the
Company Mission and Values
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Tue, Jul 9
Not started
Open
Review
NR Investor Deck
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Tue, Jul 9
Not started
Open
Quick read:
NewRetirement Glossary
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Tue, Jul 9
Not started
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
Not started
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
Not started
Open
Start using the planner product and compile initial reactions and thoughts (feedback).
Tue, Jul 9
Not started
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
Not started
Open
Complete Brand Onboarding (with Rachel)
Tue, Jul 9
Not started
Open
Introduction to NR systems
Tue, Jul 9
Not started
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
Not started
Open
Design
1
Review Brand Guidelines
Tue, Jul 9
Not started
Open
Product
4
Create a NewRetirement account
Tue, Jul 9
Not started
Open
Get NR account upgraded
Tue, Jul 9
Not started
Open
Take the Build Your NewRetirement Plan class
Tue, Jul 9
Not started
Open
Build the first version of your financial plan
Tue, Jul 9
Not started
Open
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Day 3: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
Training
1
Learn the application
Wed, Jul 10
Not started
Open
​
1
Audit the react repo and suggest changes to improve the architecture
Wed, Jul 10
Not started
Open
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Day 4: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
Training
1
Continue deep dives with relevant project people
Thu, Jul 11
Not started
Open
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Day 5: Theme

[Manager’s note]
Category
Task
Due Date
Status
Details
i
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Week 2

Theme: X

[Manager’s note]
Category
Task
Due Date
Status
Details
i
HR/General
1
[GUSTO] Benefit enrollment
Mon, Jul 15
Not started
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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