Employee Onboarding Checklist
• Update Staff Birthdays Spreadsheet
• Add Names to Reviews Spreadsheet
• Company Credit Card
• Accounts
o Microsoft 365 Account Set Up (Andy)
o Track My Hours Login
o Website Login (end this by putting everything in Teams/Sharepoint)
o AppFolio Login
o LeadSimple
o Property Meld
o Showmojo
o ZInspector
o Help Scout
o LastPass
• Phone
o New Number? RingCentral, LeadSimple
• Update Meeting Attendees
o Stand Up
o All Hands
• If Local:
o Office Key
o Computer
• If Licensed:
o Transfer License to Broker
o Update BrightMLS
o Notify NVAR
o Updates to Website Forms (LM)
• Orientation Training
o Welcome to the Team (Instructor Led by Blackwood)
Real Property Management, a Neighborly Company
Vision, Mission, Values
Who We Serve
Geography
Company History
Organization Chart
o “HR”
Time Tracking and Getting Paid
Time Off Requests
Company Policies
Escalation Form?
o Getting Started with Systems
Accessing Accounts
Software New User Training
o Fair Housing?
• Job Specific Training
o Property Manager
o Support Team
o Maintenance Coordinator
o Accounting Clerk
o Leasing Manager