Complete Forms
- New Employee information form
- W4
- I-9
- Massachusetts
- Non-Disclosure Agreement
- Non-Compete Agreement (if required for your job position)
- Receive and sign for a copy of the Employee Handbook (digially sign and a copy of that signed version will be provided to you).
Setup Accounts
- Slack
- Todoist (possibly be given access to a group account such as Office Staff)
- Access to mail accounts (some employees will be given an individual email account, initially or later in their employment term; others may continue to share a group/department email account)
Review Policies
Your supervisor may review the following policies with you. They are documented in greater detail in the Employee Handbook; however, these items in particular may merit some discussion and clarification in person.
- Dress Codes
- Computer use
- Social media
- Preservation
Review Procedures
Discuss some key routines, such as…
- Arrival
- Coat, bag, snacks, etc. put away
- "Open" space at the appropriate time if not yet (turn on lights, unlock front door, etc.)
- Time logging
- Leaving for the day
- Shut down applications (or close files, especially server-based files)
- Everyting put away
Understand Systems
- Email via our Email Server (CGP in the cloud)
- Apple Mail
- Web Mail
- UserEngage (used to be AgileCRM, and Infusionsoft before that)
- Website backend (Drupal)
- Ecommerce system
- Community engagement and support areas
- News & Blog
- Clinican Training Center
- Teacher Training Center
- Courses classrooms
- Members-only features & areas
- Somatics Subscription area coming soon
- Todoist
- Slack
Understand Standard Apps
- Microsoft Office
- Adobe Creative Cloud
- Preview (for images, not PDFs)
- Graphic Converter
- Safari
- Adobe Acrobat (for PDFs)
- Suitcase Fusion (for font management)
Meet People
Let's Go
Begin training or initial tasks...