First Week Checklist

Purpose

Provide a checklist for new employees to complete during their first week at Spartan Plumbing, ensuring nothing is missed in the onboarding process.

Checklist — Complete All Items During Week 1

Day 1 — Orientation

• [ ] Complete new hire paperwork (I-9, W-4, direct deposit, emergency contacts)
• [ ] Set up Paylocity account (clock-in, pay stubs, PTO requests)
• [ ] Set up company email (Google Workspace)
• [ ] Download and set up Slack on your phone (see Slack Mobile Tutorial)
• [ ] Review and sign company policies (vehicle, credit card, attendance, drug-free workplace)
• [ ] Receive uniform issue (shirts, hat, name badge)
• [ ] Review Spartan core values and mission with your supervisor
• [ ] Meet your onboarding buddy/mentor

Day 2 — Systems and Vehicle

• [ ] ServiceTitan account setup and basic orientation
• [ ] Vehicle assignment and first Daily Vehicle Inspection with supervisor
• [ ] Tool and equipment issue — sign acknowledgment form
• [ ] Review Enterprise gas card setup (PIN = last 4 of your phone number)
• [ ] Truck organization and inventory review
• [ ] GeoTab orientation (what it tracks, expectations)

Days 3-5 — Safety and Role Introduction

• [ ] Complete safety orientation (PPE, emergency protocols, hazard assessment)
• [ ] Review your 90-day onboarding plan with your supervisor
• [ ] Begin ride-alongs or shadowing (per your role's onboarding track)
• [ ] Set up any additional system access needed for your role
• [ ] Complete Daily Uniform Fit and Vehicle Check independently
• [ ] Post your first Slack check-in in the appropriate channel

End of Week 1 — Confirmation

• [ ] Confirm all systems are accessible and working
• [ ] Have a check-in conversation with your supervisor about how the week went
• [ ] Review any questions or concerns from the week
• [ ] Confirm your schedule for Week 2

Important Notes

• Your supervisor is responsible for ensuring you complete this checklist
• If any item is blocked (system access, equipment availability), flag it with your supervisor immediately
• Do not feel rushed — it is better to complete everything correctly than to skip steps
• Refer to this checklist daily during your first week

Related SOPs

• Welcome to Spartan Plumbing — company overview
• Software & Systems Login Guide — system setup details
• Tool & Equipment Issue Process — equipment assignment
• Your role's 90-Day Onboarding Plan — long-term roadmap