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Tony WallBWJ · Salesperson · starts 2026-04-28
RC
← All onboardings
complete
32/32 checklist items · 100%
Manager: Ben Knight
Self-service welcome portal
The new hire's link for filling in their own paperwork
Link expired
Expired on 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
Tony
Date of birth
1971-02-04
Email
tonydwall@gmail.com
Mobile phone
0274985208
Home phone
—
Address
33 Cupola Crescent, Richmond, Nelson, 7020
Payroll
From the IR330 / IR346 tax forms
Bank account
02-1248-0897389-002
Raw record
{
  "id": "34507b35-19e6-439b-9b61-b8d54768e5a1",
  "startedAt": "2026-04-24T20:52:44.927Z",
  "completedAt": "2026-05-21T21:51:50.924Z"
}
IRD number
047-043-085-INC002
Tax code
M
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
Jitka Marigold
Relationship
Partner
Mobile
021 02920174
Home phone
—
Address
—
Digital signature
Audit trail for IR330 + KS2 + bank + emergency contact declaration
Signed by
Tony Wall
Signed at
27 April 2026 at 07:01 pm
IP address
3.27.81.165
User agent
Mozilla/5.0 (Macintosh; Intel Mac OS X 10.15; rv:150.0) Gecko/20100101 Firefox/150.0
Declaration text (what they agreed to)

I declare to the best of my knowledge and belief that the personal information, bank account details, IRD number and tax code, KiwiSaver status, and emergency contact details I have provided in this form are true and correct. By typing my full legal name below I am digitally signing this declaration in accordance with the Electronic Transactions Act 2002 (NZ). This signature has the same effect as a handwritten signature on the corresponding paper IR330 and KS2 forms. I authorise my employer (Brightwater Joinery Limited / Sellers Room Joinery Limited / Formia Group Limited as applicable) to use this information to set me up for employment, payroll, and KiwiSaver, and to submit my IRD and KiwiSaver details to Inland Revenue on my behalf.

Signed documents in Drive
  • Employment agreement
    Open →
Checklist
What Larry's working through
paperwork
  • done
    iPayroll profile created
    Confirmed complete by Rohan 22 May 2026
  • done
    IR330 tax form submitted
    Blank form: health & saftey/NEW EMPL FORMS/IR330.pdf
    IRD 047-043-085-INC002 · code M
  • done
    KiwiSaver election (KS2 / opt-out)
    Blank form: health & saftey/NEW EMPL FORMS/KS2 09 2020.pdf
    Confirmed complete by Rohan 22 May 2026
  • done
    Bank details submitted (for payroll)
    Bank: 02-1248-0897389-002
  • done
    Emergency contact provided
    Jitka Marigold · 021 02920174
  • done
    Employment agreement signed
    Signed contract on file: Tony Wall Signed Contract.pdf
    Open filed document →
induction
  • done
    Fire extinguishers + alarms located
    Point out every extinguisher + alarm on a site walk.
  • done
    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/
    Inducted by Mark Bidlake — confirmed by Ben Knight 29/04/2026
  • done
    Central training register updated
    Add Tony's name + induction date to the group training register.
    template reference
sales
  • done
    Introduction to existing customer list
    Walk through the customer register so Tony knows who's who — top accounts, repeat customers, sensitive-relationship customers.
    Confirmed complete by Rohan 22 May 2026
  • done
    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.
    Confirmed complete by Rohan 22 May 2026
  • done
    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).
    Confirmed complete by Rohan 22 May 2026
  • done
access
  • done
    Workshop keys / site access issued
    Confirmed complete by Rohan 22 May 2026
  • done
    Google Drive / Workspace access granted
    Add to the company Workspace; share the PKA shared drive; confirm he can open a test folder.
    Confirmed complete by Rohan 22 May 2026
  • done
    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.
    Confirmed complete by Rohan 22 May 2026
  • done
    Slack account invited + joined default channels
    Invite via admin; add to #larry-page + BWJ channels. Set slack_id on the entity.
kit
  • done
    PPE issued (hi-viz, safety boots, glasses)
    Even as sales — needed for workshop floor walks.
    Confirmed complete by Rohan 22 May 2026
  • done
    Tool allowance set up
    Confirmed complete by Rohan 22 May 2026
check in
  • done
    90-day review
    Confirmed complete by Rohan 22 May 2026
  • done
    30-day review
    Confirmed complete by Rohan 22 May 2026
  • done
    End-of-first-week check-in with Ben
    Confirmed complete by Rohan 22 May 2026
Notes

Fully onboarded — confirmed by Rohan 22 May 2026. All 32 checklist items complete. iPayroll, email, Slack, and all sales tooling set up.

health & saftey/H&S Forms Misc/11. HSS Training Register Worker Builder Editable Jan 2025.docx
Induction completed by Mark Bidlake — confirmed by Ben Knight 29/04/2026. Note: physical training register may need updating manually.
  • done
    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
    Inducted by Mark Bidlake — confirmed by Ben Knight 29/04/2026
  • done
    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
    Inducted by Mark Bidlake — confirmed by Ben Knight 29/04/2026
  • done
    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
    Inducted by Mark Bidlake — confirmed by Ben Knight 29/04/2026
  • done
    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.
    Inducted by Mark Bidlake — confirmed by Ben Knight 29/04/2026
  • done
    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/
    Inducted by Mark Bidlake — confirmed by Ben Knight 29/04/2026
  • Brand + communication guidelines reviewed
    Email signature, quote/letter templates, logo usage, tone of voice for customer comms.
    Confirmed complete by Rohan 22 May 2026
  • done
    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.
    Confirmed complete by Rohan 22 May 2026
  • done
    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.
    Confirmed complete by Rohan 22 May 2026
  • done
    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.
    Confirmed complete by Rohan 22 May 2026
  • done
    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.
  • done
    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.
    Confirmed complete by Rohan 22 May 2026
  • Confirmed complete by Rohan 22 May 2026