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New Client (Present (Sign Contract (Email SS to all account (Set up…
New Client
Present
Sign Contract
Email SS to all account
Set up Company
Logo
Signature
Insurance
Copy / Contract info
WCB
Copy / Login
Employee list
Minimum Requirement
HR form procedure
Position Descriptions / DIY Chart
Training Requirements / Online / Certis / Policies
Set up forms
Paper
Online
Equipment List
Set up form Schedules
Update policy docs
Need Checklist / Sprint
Client / Employee Activation
Intro Email / On-boarding
or Sign up
.
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