Guru's Verification engine ensures consistency, confidence, and trust in the knowledge your organization shares. Learn more.

Template: Onboarding Document, Equipment and Systems Checklists

This checklist outlines the general items that apply to every employee as well as team-specific apps. If you have any questions about a specific checklist item follow up with the person via Slack (like @Statler for Gmail).

Org-Wide

Salary/Wages/Mandatory Agreements

Use this section to outline what every employee needs to sign/submit, and indicate the portal/database [ex: Gusto, Zenefits, ADP] in which that needs to happen. Examples are below.

  • Document - PORTAL

  • W4 - ADP

  • Direct Deposit -

  • I-9 -

  • Non-Compete/PIIA -

  • ISO Grant/Agreement -

  • Information Security Policy -

  • Workplace Guide -

  • Insurance Enrollment/Waiver -

  • Additional Benefits Enrollment/Waiver -

Equipment/Facilities

Use this section to outline what every employee will be provided. Examples are below.

  • Desk and Chair

  • Laptop

  • Monitor/Keyboard/Mouse/Laptop Stand

  • Building keys/access cards & office suite keys

  • Headset (if applicable)

Internal Applications

Use this section to outline what every employee will be provided, and who can grant access. Examples are below.

  • Application - Owner

  • Gmail, calendar and drive - @statler

  • Zoom - @statler

  • Guru - @statler

  • Expensify (Expense Reports/Reimbursements) - @waldorf

  • Slack (Internal Communication & Collaboration) - @statler

  • Openpath - @statler

  • Asana - @statler

  • Sonos (Music) - download the app here, no permission needed 🎵

Individual Teams

Sales Team Apps

  • Salesforce - @sterling

  • LinkedIn Sales Navigator - @cooper

  • Gong - @sterling

  • Calendly - @derek

CS Team Apps

  • Zendesk - @janet

  • Intercom - @janet

  • Calendly - @derek

Marketing Team Apps

  • Hubspot - @peggy

  • Adobe Creative Cloud - @peggy

  • Ahrefs - @draper

Engineering Team Apps

  • AWS - @scotty

  • Clubhouse - @geordi

  • Pull Reminders - @miles

  • Geekbot - @stamets