Checklists
The templates behind every run. Edit these once and every future hire or exit inherits the change.
Default onboarding steps
Day offsets are relative to the start date
| Day | Step | Owner | Category | Blocking |
|---|---|---|---|---|
| -7 | Send contractor agreement Independent contractor agreement, scoped to the role. | Operations | Paperwork | yes |
| -3 | Collect signed agreement and W-8BEN | Operations | Paperwork | yes |
| -3 | Confirm payout details Wise or Deel, whichever the contractor uses. | Finance | Paperwork | yes |
| -2 | Create Google Workspace account | Tech | Access | — |
| -2 | Add to Discord and assign role | Operations | Access | — |
| -1 | Grant Airtable base access | Operations | Access | — |
| -1 | Add to Harvest with project access | Finance | Access | — |
| -1 | Share 1Password vault | Tech | Access | — |
| -1 | Confirm equipment and connection Remote hires supply their own; confirm it can run the tooling. | Operations | Equipment | — |
| 0 | Day one call with manager | Manager | Introductions | yes |
| 0 | Post introduction in Discord | Manager | Introductions | — |
| 0 | Walk through the daily async update Cadence, format, and where it gets posted. | Manager | Training | — |
| +2 | Read the operations handbook | New hire | Training | — |
| +2 | Log first Harvest entry Proves time tracking works before it matters. | New hire | Training | — |
| +5 | Shadow a live campaign | New hire | Training | — |
| +7 | Assign first owned work item | Manager | Training | — |
| +7 | Week one check-in | Manager | Introductions | yes |
| +30 | 30-day review | Manager | Training | yes |