New Team Member Onboarding

Welcome aboard! As a carefully selected member of our team, we're excited to have you join us. This guide will ensure your smooth transition into your new role.

1. Team Access Setup

•  Set up professional Slack profile
• Gain Google Workspace access (optional)
• Join Trello workspace (optional)

2. Documentation Review

• Study company profile and history (here and here)
•  Review company handbook thoroughly
• Understand professional standards (here)

3. Meet Your Team

• Introduction to immediate team members here

4. Internal Communication

•  Slack for daily communication
•  Email for formal documentation
• Alvanda for project updates
•  Google Drive for file sharing

5. Role-Specific Setup

• Review project management tools (for PM only)
• Access role-specific resources (coming soon)

6. Accountability System Setup

• Set up daily form notifications: 
  • Beginning of Day form
  • Daily Work form
  • End of Day form

Set up time tracking (download Trackabi desktop app) -

• Download here
• DESKTOP APP is REQUIRED, not Web App.
• We will have random time print screens on active windows at random times for preventive measures. 

• Learn proper reporting formats here
• Ask Daniel to send email invitation to join Trackabi

7. Current Projects Overview

• Review ongoing projects in your department (ask PM)
•  Understand project workflows
• Access relevant templates and SOPs (in this BINGO Knowledge Base)

8. Set Initial Goals

•  Review 30-60-90 day goals
•  Understand KPIs for your role
•  Set up regular check-ins with supervisor
•  Define success metrics

9. Training & Development

•  Access role-specific training materials
•  Review best practices documentation
•  Understand growth opportunities
•  Set personal development goals

🔄 Regular Workflows

Daily Requirements

•  Morning updates
• Task management in Alvanda
•  Team communication in Slack
•  End-of-day reporting

Weekly Requirements

•  Team meetings attendance
•  Project status updates
•  Performance tracking
•  Client reporting (if applicable)

📱 Communication Protocols

Client Communication 

•  Understanding client communication standards
•  Access to client documentation
•  Review communication templates
•  Learn reporting procedures

🎓 Continuous Learning

Resources Available

•  Access to department knowledge base
• Request training materials via Daniel 
•  Team best practices documentation