Prior to starting week one in the Tempe offices:
- Sign and submit all new hire agreements (DocuSign)
- Download American Airline app to track their flights to and from the office
- Download Uber app and connect with Jessica Bowman to set up PayCompass as the "Bill to" in the app
- Connect with Dakota Richardson to review week one agenda
- The new hire should jot down their banking information (routing number and account number) if they will be completing their direct deposit information in the office vs completing it at home
Monday - Day One
Office Tour - Overview of all departments and their daily responsibilities
- C-Suite
- Sales Ops/Sales Support
- ISV
- Agent Support
- Marketing
- Concierge
- Finance/Compensation
- Dev Team
- Administrative
Complete all onboarding paperwork:
- Complete W2
- Complete I9
- Set up direct deposit
- Set up benefits
- Emergency contacts
Set up technology - Office access and laptop
- Office Door - Passkey & Facial Recognition
- Log into Gmail and Google Calendar - Bookmark
or Log into Outlook and Microsoft Suite - Bookmark
- Log into Navigo - Bookmark (???)
- Log into ISO Amp via Navigo - Bookmark (???)
- Log into Gusto (This may be addressed earlier when setting up direct deposit) - Bookmark
- Log in and confirm access to Google Drive - Bookmark
or Log in and confirm access to OneDrive
- Log into Employee Navigator (This may be addressed earlier when setting up emergency contacts) - Bookmark
- Log into MX Connect - Bookmark (???)
- Log into Evolve - Bookmark (???)
- Log into MX ISO - Bookmark (???)
- Access training content in Freshdesk - Bookmark
- Log into Genie (Desktop version) - Bookmark
- Log into NetSuite - Bookmark
- Log into Merrick (YET TBD) - Bookmark (???)
- PayCompass YouTube Channel - Bookmark
- Log into LinkedIn Recruiter - Bookmark
Download and log into mobile apps
- Gmail (or Outlook)
- Google Calendar (If Outlook, there is a calendar built into the Outlook app)
- OneDrive (If Microsoft)
- Microsoft Teams (If Microsoft)
- Gusto
- Genie
- NetSuite (???)
Accept all calendar invites
- Weekly Tuesday call at Noon EST
- Upcoming Coffee with Closers & Toolbox Tuesday sessions
- Weekly Recruiters call (If applicable)
- Weekly touch base with Dakota and/or Tim (day and time TBD)
The new recruiter will be encouraged to independently schedule 30 minute calls (or in-person meetings) during week one with the Sales Concierge team members
- Beth Purdy (Sales Concierge): bpurdy@paycompass.com Schedule time to walk through the processes prior to a entire kickoff call with a newly hired sales agent
- Dakota Richardson (Director of Sales Recruitment): drichardson@paycompass.com Overview of recruitment process and hands on training with the tech stack
- Paige Hughes (Sales Recruiter): phughes@paycompass.com Overview of recruitment process
- Andy Roth (Director of Sales): aroth@paycompass.com Overview of day in the life with sales agents (What is POV to provide most value? How to be proactive vs reactive)
- John Stagnaro (Regional Sales Director): jstagnaro@paycompass.com Overview of day in the life with sales agents (What is POV to provide most value? How to be proactive vs reactive)
- John Grebe (Regional Sales Director): jgrebe@paycompass.com Overview of day in the life with sales agents (What is POV to provide most value? How to be proactive vs reactive)
- Scott Roberge (Director of Training):sroberge@paycompass.com Overview of training resources and webinar outlines
- John Marshall (Solutions Coordinator):jmarshall@paycompass.com Overview of products and services along with Genie tutorial