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CITY OF PITTSBURGH Department of Personnel & Civil Service Commission ONBOARDING ASSET CHECKLIST Position Title: Department: Employee Name: Delivered Item Delivered to Employee/ Item to be Recorded
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How to fill out onboarding asset checklist

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How to fill out the onboarding asset checklist:

01
Gather all the necessary documents and information: Before starting to fill out the checklist, make sure you have all the required documents and information readily available. This may include employee identification, tax forms, banking details, and any other relevant paperwork.
02
Review the checklist: Read through the onboarding asset checklist carefully to understand the items that need to be completed. Take note of any specific instructions or deadlines mentioned in the checklist.
03
Complete employee information: Start by filling in the basic employee details such as name, contact information, position, and starting date. This information is crucial for HR and administrative purposes.
04
Provide necessary documentation: Depending on the requirements of the onboarding process, you may need to attach certain documents. These can include a copy of the employee's identification, social security number, work permits, or any other relevant paperwork.
05
Review and sign off on policies: The onboarding assets checklist may include different policies and agreements that the new employee needs to review. This could involve reading and signing off on the employee handbook, code of conduct, confidentiality agreement, or any other company policies.
06
Set up technology and equipment: If the employee requires any specific technology or equipment, such as a laptop, phone, or security access card, make sure to note down the necessary details and liaise with the appropriate departments to get them set up.
07
Schedule training sessions: If there are any specific training sessions that the new employee needs to attend, mark them down on the checklist. This could include orientation sessions, departmental training, safety protocols, or any other required training.
08
Obtain necessary approvals: If any approvals or signatures are required from supervisors or managers, ensure that you get them before finalizing the checklist. This may involve coordinating with the respective individuals and providing them with the required information or documentation.

Who needs the onboarding asset checklist?

The onboarding asset checklist is beneficial for both employers and new employees. Employers use the checklist to ensure all necessary steps are taken to successfully onboard new employees, covering administrative, legal, and IT requirements. On the other hand, new employees can utilize the checklist to guide them through the onboarding process, making sure they complete all the necessary paperwork, attend training sessions, and have access to the required resources.
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Onboarding asset checklist is a list of assets that an individual or organization must report when onboarding a new employee or client.
Employers and financial institutions are required to file onboarding asset checklist.
Onboarding asset checklist can be filled out by providing details of all assets owned by the new employee or client.
The purpose of onboarding asset checklist is to ensure transparency and compliance with regulations regarding asset reporting.
All assets owned by the individual or organization must be reported on the onboarding asset checklist.
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