The document is an on-boarding checklist for new administrative support hires that outlines required training sessions and actions to complete with various departments including IT, travel/events, procurement, accounts payable, learning and development, and operations. The checklist includes arranging introductions and training on software platforms, policies, and operational procedures with the relevant contacts in each department.

1. Insert Company
Logo Here
On-boarding Checklist for Administrative Support Hires
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Required Actions
Schedule training (or 1:1) sessions for the following items:
w/Department Admin or Executive Assistant – Input local contact name/# here
Introductions
Intranet Overview (including “How to submit Help Desk Requests”)
Department Catering Guidelines
Transportation Overview
Copy Center / Support Services Requests Overview
Facilities Contacts
Additional software platforms as required by role (OneNote, eRoom, etc)
w/Information Technology Services (IT) – Input local contact name/# here
Collaboration Training for Administrative Support Roles
Sharepoint Training (End-user and/or Team Site Owner Training)
w/Corporate Travel & Event Services – Input local contact name/# here
Concur (Travel & Expense Software Platform)
Travel Policy
Meeting Planning
w/Procurement – Input local contact name/# here
Purchase Order Process
Opening, Monitoring and Closing
Office & Computer Supply Orders
w/Accounts Payable – Input local contact name/# here
VIP Processing (Submitting an invoice against an established Purchase Order #)
Self-Service Invoicing (SSI)/ Check Requests (Submitting a non-PO invoice)
w/Learning & Development – Input local contact name/# here
Online Compliance Training System
L & D Portal Review
Goal Setting (Performance Management) System
w/Admin Support Portal – Input local contact name/# here
Admin Portal Overview
Additional Operational Actions

2. Insert Company
Logo Here
On-boarding Checklist for Administrative Support Hires
__________________________________________________
w/ Information Technology Services (IT) – Input local contact name/# here
Connect to network Printers/Scanners (ask that they add a short cut folder onto
your most frequently used printer directory)
Request access to necessary departmental server folders
Request access/addition to Company-wide Administrative Email Distribution Lists
[Insert specific Email Distribution List addresses here]
Request a copy of your Supervisor(s) Conference calling / WebEx #’s (if
Supervisor does not have immediately available)
w/Local Departmental Team Members – Input local contact name/# here
Request Membership permissions to departmental Sharepoint Team sites (if
applicable)
Request Membership permissions to book departmental private Conference
Rooms (if applicable)
w/Operations – Input local contact name/# here
FedEx Shipping Account Log-in