Guides
GET PREPPED
Set the foundation for success.
These early steps help your new team member feel confident, aligned, and ready to contribute from Day 1—while saving you time and mental bandwidth.
Access & Tools Checklist
Make sure your new hire has secure access to:
Company email + calendar invites (double-check time zone settings)
Project management tools (e.g. Notion, ClickUp, Trello)
Communication platforms (Slack, Teams, etc.)
Password manager (e.g. 1Password or LastPass)
Shared folders or drive access
SOPs: Share Your Playbooks
Help your new hire hit the ground running with clear documentation for:
Recurring tasks
Communication workflows
Internal review or approval processes
Content or data update routines
Align on Workflows & Availability
Set expectations early:
Core working hours and availability
Preferred response times
How to handle urgent questions or blockers
When to use Slack, email, or async tools like Loom
Help Them Feel Part of the Team
Even before Day 1, you can build a strong sense of belonging:
Introduce communication norms (e.g. “We love Slack threads!”)
Share company values and team rituals
Record a short welcome Loom from their manager or team