Onboarding Keith

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Project:

Header Info

(30hrs) Onboarding Keith (Julia, John)

Description

• Equip
• Paperwork
• Software
• Job Description
• Initial period goals
• Bookkeeping procedures and having him take those over from Karen
  • Quickbooks
  • Expense Reports
  • Interface with accounting firm
• Administrative
  • Payroll
  • Mail, UPS, Fedex
  • Answering Phones and providing support by phone (community task)
  • iCalendar
  • Travel (Nothing now, ICANN and Lahore already booked)
  • Contacts (Ray's got a bunch of business cards that need to be entered)
• Human Resources
• Familiarization with OurWork

Why?

Business Reason: New employee orientation

Done When

Keith is on board

Useful Links

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Discussion

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Task Lead

• Task Lead: Julia, John

Resource Estimate

• Hours: 30

Evaluator

• Evaluator: Keith

Task Evaluation

• How the task went:
• Sign off Person:
• Sign off Date:

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