<aside> 👋 Welcome! We're excited to have you join the team!

</aside>

WHAT TO EXPECT DURING ONBOARDING

Week 1 to Week 2

1. Computer and accounts set up.
2. Learn about Pilot products.
3. Get to know your immediate team.
4. Get familiar with team-specific tools and workflows.
5. Training and shadowing.

Week 3 to Week 4

1. More training and shadowing.
2. Get to know other team members and their roles.

YOUR ONBOARDING TEAM

Manager: @Irene Chao Buddy: @Marie Marek Team: Lisa, Marie, Rachel, Joseph (Payroll)

SHORTCUTS

PAYROLL SETUP

• [ ] Formal Agreement
• [x] W-8BEN or W-8BEN-E
• [x] Banking Information for Direct Deposit
• [ ] SafetyWing Interest & Enrollment
• [x] Payment Request
• [x] Invoice Format
• [x] Reimbursement

COMPUTER & ACCOUNTS SET UP

• COMPUTER & INTERNAL APPLICATIONS

• OTHER APPLICATIONS

• SINGLE SIGN-ON

• TEAM APPLICATIONS

ONBOARDING SCHEDULE

Week 1

• [x] People onboarding (Sep 11)
• [x] First meeting with manager (Sep 11)
• [x] Complete your Drata assignments
• [x] Complete Security awareness training in Curricula
• [ ] Complete your Anti-harassment training
• [x] Watch Product Recordings
• [x] Review Guides
• [x] Review Hire Teamspace

Optional

• [x] Follow Pilot on LinkedIn and Twitter
• [ ] Share you've started a new role at Plane on LinkedIn

Week 2

• [x] Plane All-Hands
• [x] 1:1 with Manager
• [x] Create your page in Meet the team
• [x] Meet with immediate team members
  • [x] Lisa
  • [x] Marie
  • [x] Rachel
  • [x] Joseph
• [x] Review Hire Training
• [ ] Review Hire Guides

Week 3

• [ ] 1:1 with Manager
• [ ] Demo
• [x] Meet with other team members
  • [x] Jacob - Success (date)
  • [x] Rob - Product (date)
  • [x] Paulina - Finance (date)
  • [x] Meta - Support (date)
  • [x] Vanessa - Pay Ops (date)
• [ ] Review Hire Guides

Week 4

• [ ] Review Hire Guides
• [ ] 30-day check-in

Week 5 to 12

• [ ] 60-day check-in
• [ ] 90-day check-in

30-60-90 day plan Delfina

Marie:Delfina

**Open cases Delfina**