By name: onboarding-checklist description: Apollo.io new hire onboarding checklists — day 1, week 1, month 1, and 90-day milestones by role and location
Onboarding Checklist
Day 1 (Everyone)
- Receive and set up laptop → see device-setup skill
- Enroll in MDM and complete security setup
- Activate Okta account and set up 2FA
- Join Slack and add profile photo + title
- Complete HRIS setup: banking, tax forms, emergency contacts in [FILL: HRIS tool]
- Join your team's Slack channels (list from your manager)
- Meet your onboarding buddy
Week 1 (Everyone)
- Complete security awareness training: [FILL: link]
- Complete compliance training (GDPR, data handling): [FILL: link]
- Read your team's handbook/Notion space: [FILL: links by dept]
- Set up 1:1s with your manager and key cross-functional partners
- Benefits enrollment (if applicable — see deadline): #benefits-questions
Week 1 — GTM roles (AE, SDR, CSM, AM)
- Request CRM access → access-requests skill
- Complete Apollo product certification: [FILL: link]
- Shadow [FILL: X] discovery calls
- Review comp plan with your manager → comp-plans skill
- Review territory assignment → territory-rules skill
Week 1 — Engineering roles
- Request GitHub org access → access-requests skill
- Complete dev environment setup: [FILL: link to eng onboarding doc]
- Get added to on-call rotation (after ramp): [FILL: PagerDuty setup]
- First PR: [FILL: good-first-issue label or starter task]
Month 1
- 30-day check-in with manager
- Set 30/60/90 goals
- Complete any remaining compliance certifications
- [FILL: role-specific milestone — e.g., first closed deal, first feature shipped]
90 Days
- 90-day performance conversation with manager
- Full ramp to quota/output expectations
- [FILL: specific milestones by role and segment]