Employee Onboarding Form

Employee Onboarding Form
Welcome to Reliance Financial Partners
We are known for having a culture that empowers our team to live on purpose - at work and how they experience their life. All of us will die, but not all of us will live. We have a strong, fun culture that bleeds into our client base - and it continues to get stronger every day! We believe that all RFP Partners (our team, our strategic partners, and our clients) deserve to experience unlimited growth, freedom, and joy in their work life AND their personal life. We're all about embracing life's joys together and staying in the loop on all the fun and exciting things happening! Please take a moment to complete the survey below. Your feedback will help our entire team show you love & support throughout the year!
Full Name
First NameLast Name
Birthdate
MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Home Address
Include street address, city, state & zip!
Cell Phone Number
Unisex Shirt Size
Shoe Size
Spouse or Significant Other Name (if none, put N/A in both boxes)
First NameLast Name
Spouse or Significant Other Birthdate
MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Spouse's Unisex Shirt Size
Family & Pet Info! (Leave blank, if not applicable)
Rows Name Birthdate Gender Activity they love Type of Pet (if applicable)
Child 1
Child 2
Child 3
Child 4
Child 5
Child 6
Child 7
Child 8
Pet 1
Pet 2
Pet 3
Pet 4
Pet 5
Pet 6
Pet 7
Pet 8
1
Do you have any food allergies we should be aware of? (i.e. nut allergy, gluten free, vegan, etc.)
Your favorite birthday dessert?
Your favorite chocolate candy?
Your favorite regular candy?
What is your go-to snack?
If you get asked to dinner for a night out, what would your top 3 choices be?
Rows Answer
Restaurant #1
Restaurant #2
Restaurant #3
If you have to order takeout, or grab a faster lunch/dinner option, where are you ordering from?
Rows Answer
Restaurant #1
Restaurant #2
Restaurant #3
If you get stuck on a deserted island, what beverage (aside from water) would you bring with you?
Are you a coffee-lover? List your go-to coffee shop! If you are not a coffee-drinker, what beverage would you choose from a coffee shop?
What's your favorite Sonic drink?
What is your favorite alcoholic beverage? If you don't drink, please tell us!
What is the best book you've ever read?
Do you have any books you would like to read but haven't yet? If not, just put N/A
Who is one person that you really look up to?
What does a perfect day outside of the office look like for you?
What do you typically do on weekends?
What is your favorite spa or self-care service?
List your favorite spa here! If you don't have one, just put N/A
When you shop for yourself, what three stores come to mind?
Rows Answer
Store #1
Store #2
Store #3
What are your 3 favorite brands? (can be clothing, car, fashion, lifestyle, etc.)
Rows Answer
Brand #1
Brand #2
Brand #3
If you could accomplish one goal this year, what would it be?
Do you have a special event or something fun happening that you are looking forward to this year? If so, please share some details!
What's your favorite color?
What is your favorite holiday of the year?
Do you play any sports?
List your favorite sports team here! (If none, put N/A)
What is your current favorite TV Show?
Where is your favorite vacation spot?
What is your dream vacation destination?
What actor or actress would you want to play you in a movie about your life?
We like to schedule team activities for us to enjoy together! Do you have any fun ideas you'd like to implement?
Should be Empty:

Rows	Name	Birthdate	Gender	Activity they love	Type of Pet (if applicable)
Child 1
Child 2
Child 3
Child 4
Child 5
Child 6
Child 7
Child 8
Pet 1
Pet 2
Pet 3
Pet 4
Pet 5
Pet 6
Pet 7
Pet 8
1

Rows	Answer
Restaurant #1
Restaurant #2
Restaurant #3

Rows	Answer
Restaurant #1
Restaurant #2
Restaurant #3

Rows	Answer
Store #1
Store #2
Store #3

Rows	Answer
Brand #1
Brand #2
Brand #3

Employee Onboarding Form

Welcome to Reliance Financial Partners