Multi-Site Employee Checklist

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Employee Information

• Employee Name: Charley Stokes

• Employee ID: 123456

• Position/Title: Regional Operations Manager

• Department: Operations

• Start Date: November 1, 2050

• Location: New York (Primary) | Chicago, Los Angeles (Secondary Sites)

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1. Pre-Onboarding

• Confirm employment offer and start date.

• Distribute a welcome email with essential information.

• Provide links to the company intranet and resources.

2. Documentation

• Collect necessary personal documents (e.g., ID, tax forms).

• Review and sign the employee handbook.

• Complete non-disclosure agreements (NDAs) if required.

3. Workplace Setup

• Assign workstations at each site.

• Ensure IT equipment is ordered and set up (laptop, phone, etc.).

• Provide access to necessary software and tools (e.g., VPN, cloud services).

4. Orientation

• Schedule a virtual or in-person orientation session.

• Introduce company culture, values, and mission.

• Review site-specific policies and procedures.

5. Safety and Compliance

• Conduct a safety training session for each site.

• Distribute emergency contact information and protocols.

• Ensure completion of compliance training (e.g., harassment, diversity).

6. Team Integration

• Arrange introductions to team members at each site.

• Schedule meetings with key stakeholders.

• Assign a mentor or buddy for guidance.

7. Performance Expectations

• Outline job responsibilities and key performance indicators (KPIs).

• Set up regular check-ins with supervisors.

• Discuss opportunities for professional development.

8. Communication

• Provide details on communication tools (e.g., Slack, Teams).

• Establish protocols for reporting issues or concerns.

• Share a directory of contacts for each site.

9. Logistics

• Review travel policies and reimbursement procedures.

• Provide information on local transportation options (if applicable).

• Discuss site-specific resources (cafeteria, parking, etc.).

10. Feedback and Evaluation

• Schedule a feedback session after the first month.

• Encourage ongoing communication about challenges and successes.

• Conduct performance reviews as per company policy.

Additional Considerations

• Cultural Awareness: Ensure the employee is aware of cultural differences and practices at each site.

• Technology Training: Provide training on tools specific to each site’s operation (if different).

• Flexibility: Encourage a flexible mindset as roles and responsibilities may vary across locations.

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