Quick Workflow

1. Send welcome letter

2. Employee registers in portal

3. Complete 401(k) setup

4. Fill out availability sheet

5. Join WhatsApp

6. Submit employee photo

7. Set up Workforce

8. Install Kickserv

9. Submit onboarding sign-off form

10. Complete training + I-9 verification

Purpose

The New Hire Welcome Letter provides new employees with clear instructions for completing onboarding requirements before their first training session.

It ensures employees:

• Set up required software and apps

• Complete payroll and HR paperwork

• Review company policies and procedures

• Understand communication channels

• Arrive prepared for training

This helps streamline onboarding and prevents delays with scheduling, payroll setup, or compliance requirements.

When this Applies

This letter should be sent to all new hires immediately after they accept a job offer and before their first training session. 

It applies to:

• Concierge staff

• Pet care staff

• Drivers

• Administrative staff

Document

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