Tony WallBWJ · Salesperson · starts 2026-04-28
← All onboardings
active
1/32 checklist items · 3%
Manager: Ben Knight
Self-service welcome portal
The new hire's link for filling in their own paperwork
Awaiting submission
Expires 25 May
Magic link
https://welcome.formia.co.nz/ZUkghDgWZwDoEXuzRBbDA1fNCaDB1uldxshSbiJMIT0

Copy this link into a text message or personal email to the new hire. The 30-day magic link is the only auth — no password needed from them.

Personal details
From the New Employee Personal Details form
Legal name
Tony Wall
Preferred name
—
Date of birth
—
Email
—
Mobile phone
—
Home phone
—
Address
—
Payroll
From the IR330 / IR346 tax forms
Bank account
—
IRD number
—
Tax code
—
KiwiSaver
—
KS2 signed
—
Employment type
permanent-full-time
Pay
—
iPayroll setup
Paste-ready fields for the iPayroll new-employee wizard
Job title
Sales Consultant
Gender
—
Start date
2026-04-28
Holiday calendar
Canterbury Anniversary
Group
—
Cost centre
—
Employee ID
—
Work pattern
—
FT hrs/week
40
Pay method
bank
Pay frequency
weekly
RDP/ADP
RDP
Employer KiwiSaver
—
ESCT
—
Emergency contact
Name
—
Relationship
—
Mobile
—
Home phone
—
Address
—
Signed documents in Drive
Checklist
What Larry's working through
paperwork
  • iPayroll profile created
  • IR330 tax form submitted
    Blank form: health & saftey/NEW EMPL FORMS/IR330.pdf
  • KiwiSaver election (KS2 / opt-out)
    Blank form: health & saftey/NEW EMPL FORMS/KS2 09 2020.pdf
  • Bank details submitted (for payroll)
  • Emergency contact provided
  • done
    Employment agreement signed
    Signed contract on file: Tony Wall Signed Contract.pdf
    Open filed document →
induction
  • Fire extinguishers + alarms located
    Point out every extinguisher + alarm on a site walk.
  • First-aiders + kit location briefed
    BWJ first-aiders: John Farrar, Michael Thompson, Cody Scott. Show Tony where the kit is.
    template referencehealth & saftey/First Aid Certs/
  • Central training register updated
    Add Tony's name + induction date to the group training register.
    template referencehealth & saftey/H&S Forms Misc/11. HSS Training Register Worker Builder Editable Jan 2025.docx
  • Emergency plan walkthrough
    Walk through exits, assembly point, alarm response, and who's in charge in an evacuation.
    template referencehealth & saftey/H&S Forms Misc/2. Emergency Plan Jan 2025.doc
  • HSS Worker Induction form signed
    Send the .docx to Tony via DM, have him sign, file signed PDF under his HR folder, then update the central Training Register.
    template referencehealth & saftey/H&S Forms Misc/10. HSS Worker Induction Editable Construction Jan 2025.docx
  • Incident reporting flow explained
    Tell Tony: DM Larry to log a near-miss or incident; for serious injury use the QR poster (goes direct to WorkSafe). Larry routes the log to Mark + Ben automatically.
    template referencehealth & saftey/H&S Forms Misc/Injury Incident Notification QR code - BWJoinery.pdf
  • Workshop entry rules briefed (PPE + zones)
    Hi-viz / safety boots / eye protection when crossing the workshop floor; stay behind yellow lines near moving machinery; no phone use near running kit.
  • Hazardous substances register shown
    Even as sales, Tony should know the register exists + that MSDS sheets are on file (he might walk customers past the spray booth).
    template referencehealth & saftey/H&S Hazardous Substances/
sales
  • Introduction to existing customer list
    Walk through the customer register so Tony knows who's who — top accounts, repeat customers, sensitive-relationship customers.
  • Freshdesk walkthrough — tickets, SLAs, canned responses
    How to pick up a ticket, how to tag it, response-time expectations, when to escalate to Ben, where the saved replies live.
  • Current sales pipeline + lead-sources walkthrough
    What's live right now, who's on top of what, where leads come from (website / referrals / trade shows).
  • Brand + communication guidelines reviewed
    Email signature, quote/letter templates, logo usage, tone of voice for customer comms.
  • Freshdesk account created
    Admin creates a Freshdesk agent account against his work email. Assign to the BWJ sales team; grant scope to see BWJ customer tickets.
  • Sales process end-to-end walkthrough
    Lead → qualify → quote → follow-up → won/lost → handover to production. Where each step lives (Freshdesk / quoting system / Larry / Drive) and who owns it.
  • Pricing templates + margin rules reviewed
    Where the master price list lives, how to apply the margin table, what discretion Tony has on discounts without Ben's sign-off.
  • Quoting system walkthrough (end-to-end)
    Live demo: start a new quote → pull pricing → PDF preview → send to customer → record in pipeline. Tony produces a dummy quote for practice.
  • Shadow Ben (or another salesperson) on 2+ customer calls
    Sit in on live calls / site visits in the first week. Non-speaking, just observe. Then debrief.
access
  • Workshop keys / site access issued
  • Google Drive / Workspace access granted
    Add to the company Workspace; share the PKA shared drive; confirm he can open a test folder.
  • Work email created (tony@bwjoinery.co.nz or similar)
    Ask Rohan to create the address; set forwarding + signature. This is what iPayroll + Freshdesk + Google Workspace all key off.
  • Slack account invited + joined default channels
    Invite via admin; add to #larry-page + BWJ channels. Set slack_id on the entity.
kit
  • PPE issued (hi-viz, safety boots, glasses)
    Even as sales — needed for workshop floor walks.
  • Tool allowance set up
check in
  • 90-day review
  • 30-day review
  • End-of-first-week check-in with Ben
Notes

Seeded 2026-04-25. Sales role at BWJ, Ben is his manager. Start date Tuesday 28 April 2026. Follow-up: send intro DM once Slack account is live; capture IR330 / KS2 / personal-details forms on day 1; file under business/hr/brightwater-joinery/current-staff/tony-wall/.

Raw record
{
  "id": "34507b35-19e6-439b-9b61-b8d54768e5a1",
  "startedAt": "2026-04-24T20:52:44.927Z",
  "completedAt": null
}