Onboarding Checklist
Neat & Repeat Cleaning — Treasure Coast
Documentation & Paperwork
6 tasks
| Task | Assigned To | Due | |
|---|---|---|---|
Scan Documents & file in appropriate folders in Bamboo HR — then shred originals | Celeste Robledo | Hire date | |
Copy of Driver's License & additional IDs for I-9 Form | Celeste Robledo | Hire date | |
I-9 & Supporting Documents | Employee | Hire date | |
Copy of Car Insurance | Celeste Robledo | Hire date | |
Fill out W-4 & Sign | Employee | Hire date | |
Cleaning Manual, Employee Handbook & Non-Solicitation Agreement | Employee | Hire date |
Policies & Acknowledgments
3 tasks
| Task | Assigned To | Due | |
|---|---|---|---|
Paid Time Off Policy | Employee | Hire date | |
Safety Program | Employee | Hire date | |
Complete the Work Opportunity Tax Credit (WOTC) Screening | Employee | Hire date |
Systems & Technology Setup
5 tasks
| Task | Assigned To | Due | |
|---|---|---|---|
Set up Maid Central Account & explain how we use Maid Central | Celeste Robledo | Hire date | |
Check WC, Payroll, Tax Settings & Overtime settings in Maid Central & Bamboo HR | Celeste Robledo | Hire date | |
Send Trainual Invite & explain how we use Trainual | Celeste Robledo | Hire date | |
Invite to ZenZap & add to appropriate groups | Celeste Robledo | Hire date | |
Add to Outlook Culture Calendar & Wall Displays | Celeste Robledo | Hire date |
Training Verification
1 task
| Task | Assigned To | Due | |
|---|---|---|---|
Verify Trainual — confirm all Onboarding Lessons are completed | Celeste Robledo | Hire date |
Culture & Welcome
5 tasks
| Task | Assigned To | Due | |
|---|---|---|---|
Favorite Things | Celeste Robledo | Hire date | |
Write MC Profile to go with Profile Picture Focus as much as possible on Cleaning Qualification | Celeste Robledo | Hire date | |
Take Profile Picture in Company Shirt | Celeste Robledo | Hire date | |
Share Business Cards for Main Contacts in Office Celeste, Grissel & Liss | Celeste Robledo | Hire date | |
Add Info to Employee Phone List | Celeste Robledo | Hire date |
Physical Setup & Supplies
4 tasks
| Task | Assigned To | Due | |
|---|---|---|---|
Give Starter Batch of Cleaning Supplies | Celeste Robledo | Hire date | |
Issue 5 Shirts & Apron | Celeste Robledo | Hire date | |
Set up Cubby & Flags by Door | Celeste Robledo | Hire date | |
Background Check — collect & file | Celeste Robledo | Hire date |