New Employee Onboarding

For a new hire at JML, we have a number of documents that must be signed before they begin work.

First Call

• Begin by calling them and confirming the dates they are to begin work, the times, and their rate of pay.
• Ask them if they have at least 10 minutes to talk about the details of the position and gather some info.
• Send them either the New Hire - Full Time, or the New Hire - Part Time email and fill in all of the placeholders.
• Ask them if they are able to complete the required podcast and video before beginning work.
• Explain to them a bit about the podcast they are to listen to (This American Life) as well as the Best Improvements video from fastcap.
• Setup time to go through Patriot Software with them over Zoom. This will take approximately 1 hour. Once confirmed, create a meeting in zoom and invite them using the calendar link. Confirm they received the email.
• Get Photo of Driver's License

While still on the call, go to patriotsoftware.com to setup their account.

• Go to patriotsoftware.com and setup their employee account.
• Click Employees > Add Employee
• Ask them for all of the information for this form and type it directly into the platform.

After the Call

Send email to Taylor & Taylor and ask them to add this driver to our account. Login to ga-newhire.com and add them to the system.

Homebase

• Add their name into the homebase app, last name, then first name.
• For Part Time, give them 2 hours to fill out start paperwork and do the required work. For Full Time, 8 hours.

Add Completed

Add completed forms to J: drive

Zoom Meeting

Get on a Zoom call with them and have them share their screen. You will walk them through the following:

• Filling out Start Paperwork Packet. Have them email this to you once completed along with a picture of their documentation and file this in Google Drive > Forms/Signs > New Hire Form > Completed Paperwork.
  • I-9
  • W-4
  • G-4

• Fill out new employee info at https://ga-newhire.com
• Creating their Patriot Software account.
  • Have them Fill out Direct Deposit Account in Patriot

Once this is completed have them fill out the rest of the form on their own and watch the video and listen to the podcast. Once this is done you will be have finished the onboarding procedure.

Accounts

For employees also set up accounts for:

• Slack
• Mondays.com

For Mondays.com, add them to the Rentals Team

Offboarding

When an employee ends their term with us, we must take a number of steps to turn off their accounts.

• Georgia Form 800
• Slack
• Mondays.com
• Make Inactive in Patriot (after last paycheck)