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General Employee Onboarding Task List

River Oaks Church - Created October 2025

Below is a list of services and accounts that need setup in order to onboard a new staff member. For IT-dept specific staff, please see the IT Onboarding guide.

-- Assign the user to their respective OU group

-- Most users DO NOT need admin access.

-- User needs to self register via link

-- After self registration, bitwarden admin user (acct is stored on bitwarden) can invite the user to join the River Oaks org.

-- User needs to accept invitation

-- Admin needs to re approve user (via green confirm button)

-- Admin needs to create a collection inside the staff collections for the new member, titled after their name.

-- Admin needs to grant permissions to user for their personal collection, and any other department collections deemed necessary

-- Admin creates user

-- Self registered by user.

  • Planning Center Online

-- Performed by existing admin

-- All staff SHOULD have planning center, but scheduled viewer permissions.

  • Ubiquiti STAFF Accoutn

-- ALL USERS who have a desk phone will need an account with their username -unifi@riveroaks.org as the email. [I have done this for Gina already]. This is an account THEY DONT have access to, just so we can have an account signed into their phone. I'll add more info here in the future.

-- All staff need to request a key fob just like all end users do so that they "accept" the terms of having a key.

-- Once they submit the request, they can be approved and assigned to the Staff group via tech portal. [Rachel or Eileen should be experts at this by now]

  • VPN Access

-- VPN access is granted automatically via Google account, but user will need to self login to Cloudflare WARP by opening the app on their Mac.

-- It will eventually be automatically enabled on all devices that are off network

  • Amazon

-- Amazon supports multi user accounts, so they will need to have their own account and to be assigned to their own department

  • Summary

-- Most accounts will be automatically given on Bitwarden when the user gets assigned to the collections. Any service that supports multi-user accounts should only be accessed through a user's individual account (not through shared acct)

-- This onboarding list only lists services that users need, it's of course still important for users to understand what everything is used for