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E X T R A H E A D I N G
Create The New Hire
This page is designed to help our team manage new hire information, paperwork, and updates efficiently. Please use this space responsibly and ensure all entries are accurate and secure.
Welcome to HR Management
As we work toward fully automating the new hire process, it is essential that all New Hires are entered into the form below. Doing so ensures that we capture the preliminary information needed to carry out the next steps with accuracy, efficiency, and thoroughness.
~ HR & The Training Team
New Hire Creation
Here is where you will create your New Hire. This information is pulled from the This needs to be done immediately following their hire and should also be done prior to their first day of work. This allows the contractor to be added to the system and for the automation to be applied within the allotted time. Failure to do so can cause delays in the hire being created and added to orientation and training.
When creating a new hire, you must ensure that the following details are accurate. Confirm spelling on all names. Please utilize one of the following Job Titles using the exact spelling without abbreviations.
Collections Agent I
Collections Agent II
Collections Agent III
Office Admin
Agent Lead
Instructions
Please confirm all information in the New Hire Notification Spreadsheet prior to inputting the information into the form below. New Hire emails MUST BE entered accurately to avoid any delays.
Using this example: tsmith@trendsourcellc.com
Additional step explanations can be found below.
Understanding Completed & Next Steps
Completed Steps
The following steps have already been completed.
New Hire Notification Request Form
This step has been done by the hiring manager who has completed the New Hire Notification Request Form.
New Hire Notification Spreadsheet
Once the request has been sent for the new hire, the information is automatically sent to the New Hire Notification Spreadsheet.
Next Steps
Please complete the steps below to create the new hire within our system.
New Hire Notification Spreadsheet Updates
Add the next number to column O.
Use this information to complete the New Hire Creation Form below. This adds the new hire into the training system. Copy the job title from the list to the left.
As the new hire completes their training steps, add "Yes" to columns S-W.
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