top of page
TheHub-Icon.png
Onboarding.png

ON-BOARDING PROCESS

Below, you will find the checklist for new-employee onboarding. New employees will work directly with the Office Manager (OM) to accomplish these tasks.

On-Boarding Check List​

  • Employee Information Form
    • On the employee’s first day at work, the OM has the individual fill out the Information Form

  • Security Code
    • Once the new employee has filled out their paperwork, the OM sets up their unique passcode on our Vivant Security System in each building (PWA, TPLF, and Chaney)

  • Payroll

    • The OM sets up payroll for the new employee

  • 401(K)
    • The OM sets up the 401(k) for the new employee through Ubiquity​ and discusses Company Match

  • Insurance

    • The OM sets up health insurance for the new employee through Humana

  • Dental

    • The OM sets up dental insurance for the new employee through Delta Dental

  • Aflac

    • The OM sets up a meeting between the new employee and our Aflac rep, Nancy Lawson

      • Aflac can provide employees with a myriad of services, paid for by the employee, including accident insurance, short-term disability, and cancer policies

  • Gym Membership

    • The OM sets up a gym membership for the new employee at either LifeTime Fitness or the DAC (Desoto Athletic Club)

  • Credit Card

    • After 30 days of the employee starting work, the OM orders them a company American Express credit card

  • Keys

    • The OM will have a key or keys made for the employee

  • IT Setup

    • Before the new employee begins work, the OM discusses IT needs with Open Road Technologies (ORT)

      • ORT will set up a new desk phone, desktop computer, and computer login

  • Facebook - White Circle
  • X

Pickler Companies | 1135 Halle Park Circle  |  Collierville, TN  |  38017

 

901.316.0160 | info@picklercompanies.com

The Financial Advisors associated with this website may discuss and/or transact business only with residents in states which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

 

Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.

Form CRS: Client Relationship Summary

 

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

BrokerCheck

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

© 2025 Pickler Companies

bottom of page