Employee Self-Service Setup Checklist
Complete this checklist to confirm your employee self-service setup and onboarding steps.
Full Name
*
First Name
Last Name
Employee ID
*
Department
*
Please Select
Human Resources
Finance
IT
Operations
Sales
Marketing
Other
Job Title
*
Work Email Address
*
example@example.com
Self-Service Portal Access Setup
*
Created portal account
Reset initial password
Updated personal information
Set up security questions
Payroll and Benefits Setup
*
Entered direct deposit information
Enrolled in benefits
Reviewed tax withholding
IT Access Confirmations
*
Accessed company email
Accessed shared drives/resources
Installed required software
Policy Acknowledgments
*
Read and accepted Employee Handbook
Reviewed Code of Conduct
Completed compliance training
Date of Completion
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Comments or Issues (optional)
Submit Checklist
Should be Empty: