Estaff365 Onboarding Checklist

Account Creation & Setup

□ Create company account in eStaff365
□ Configure organization profile
□ Set up company branding
□ Upload company logo
□ Configure custom fields
□ Set up departments/divisions
□ Create location profiles
□ Configure time zones
□ Set up cost centers
□ Define job categories
□ Create position templates
□ Configure approval workflows

User Administration

□ Create admin user accounts
□ Set up HR user roles
□ Configure manager accounts
□ Define permission levels
□ Set up security groups
□ Configure password policies
□ Enable two-factor authentication
□ Set up single sign-on (SSO)
□ Create user groups
□ Configure access controls
□ Set up audit trails
□ Define data retention policies

System Configuration

□ Configure leave types
□ Set up public holidays
□ Define work schedules
□ Configure overtime rules
□ Set up allowances
□ Define benefit plans
□ Configure payroll settings
□ Set up tax tables
□ Define pay grades
□ Configure currency settings
□ Set up notification rules
□ Enable system integrations

Employee Data Migration

□ Prepare employee data template
□ Clean and validate data
□ Map data fields
□ Import employee records
□ Upload employee photos
□ Import employment history
□ Load leave balances
□ Import salary information
□ Upload documents
□ Verify data accuracy
□ Run validation reports
□ Correct any errors

Module Activation

□ Enable Core HR module
□ Activate Leave Management
□ Set up Time & Attendance
□ Configure Payroll module
□ Enable Performance Management
□ Activate Recruitment module
□ Set up Learning Management
□ Configure Expense Management
□ Enable Employee Self-Service
□ Activate Manager Self-Service
□ Configure Mobile App
□ Enable Analytics Dashboard

Workflow Configuration

□ Set up leave approval workflow
□ Configure expense approval
□ Define onboarding workflow
□ Set up offboarding process
□ Configure performance review cycle
□ Define recruitment workflow
□ Set up document approval
□ Configure timesheet approval
□ Define training request workflow
□ Set up change request process
□ Configure notification workflows
□ Test all workflows

Integration Setup

□ Configure payroll integration
□ Set up accounting system link
□ Connect time clock systems
□ Integrate with Active Directory
□ Set up email integration
□ Configure document management
□ Connect recruitment portals
□ Set up API connections
□ Configure data exports
□ Enable third-party apps
□ Test all integrations
□ Document integration points

Training & Rollout

□ Schedule admin training
□ Train HR team
□ Conduct manager training
□ Create employee guides
□ Develop training materials
□ Record training videos
□ Set up help documentation
□ Configure support channels
□ Plan phased rollout
□ Communicate to employees
□ Conduct pilot testing
□ Gather feedback

Testing & Validation

□ Test user access
□ Verify workflows
□ Test leave applications
□ Process test payroll
□ Verify reports
□ Test mobile app
□ Check notifications
□ Validate integrations
□ Test data security
□ Verify backup systems
□ Conduct UAT
□ Sign off on setup

Go-Live Preparation

□ Finalize data migration
□ Complete all testing
□ Train all users
□ Set go-live date
□ Prepare contingency plan
□ Create support schedule
□ Document known issues
□ Prepare FAQs
□ Set up monitoring
□ Plan post-implementation review
□ Schedule health checks
□ Celebrate successful launch