Onboarding1 active · 0 complete
Active onboardings
1
in flight right now
Starting this week
1
±7 days
Complete (all-time)
0
archived
Avg checklist done
3%
across active
Active
Tony Wall
starts in 3 days
BWJ · Salesperson · managed by Ben Knight
Checklist1 of 32 · 3%
Still need
bankIRD / tax codeKiwiSaveremergency contactDOBaddress
paperwork · 1/6
  • iPayroll profile created
  • IR330 tax form submitted
  • KiwiSaver election (KS2 / opt-out)
  • Bank details submitted (for payroll)
  • +2 more
induction · 0/8
  • Fire extinguishers + alarms located
  • First-aiders + kit location briefed
  • Central training register updated
  • Emergency plan walkthrough
  • +4 more
access · 0/4
  • Workshop keys / site access issued
  • Google Drive / Workspace access granted
  • Work email created (tony@bwjoinery.co.nz or similar)
  • Slack account invited + joined default channels
kit · 0/2
  • PPE issued (hi-viz, safety boots, glasses)
  • Tool allowance set up
sales · 0/9
  • Introduction to existing customer list
  • Freshdesk walkthrough — tickets, SLAs, canned responses
  • Current sales pipeline + lead-sources walkthrough
  • Brand + communication guidelines reviewed
  • +5 more
check in · 0/3
  • 90-day review
  • 30-day review
  • End-of-first-week check-in with Ben