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🏢 Corporate Services
New Hire Onboarding Intake — Hiring Manager Questionnaire
🔐 Signing in…
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New Hire Info
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Position & Access
3
IT Provisioning
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Dept. Services
5
Day 1 Logistics
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Review & Submit
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Welcome to the New Associate Onboarding Setup
Congratulations on your new team member! To ensure they have everything they need from day one — the right hardware, software access, phone setup, and department tools — please complete this form as thoroughly as possible.
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Deadline Reminder: This form must be completed at least 5 full business days before your Associate's start date. Submissions received after this deadline may result in incomplete setup and delays on their first day.
👤 New Hire Information
Enter the basic details for the incoming team member.
🗂️ Position Category
Select the position category that best describes this new hire's role. This determines which systems, access levels, and provisioning workflows are required.
🏢Administration – Office
📈Business Development
🚚Delivery / Courier
🔐Escrow Assistant
⚖️Escrow Officer
👔Management
📄Title Assistant
🏅Title Officer
🏛️Corporate
✏️Other / Not Listed
⚠️Replacement Hire — Existing Equipment Policy
This is a replacement position. If the predecessor's equipment is still located within your office, the incoming Associate will be assigned that equipment. It is CRITICAL that you provide the current laptop serial as this will allow for a clean start for your new Associate. The laptop serial number is located on the bottom of the Lenovo Laptop.
💻 IT Provisioning
Specify hardware, email, and software requirements. Defaults are pre-set based on position — please review and override as needed.
🖥️ Hardware
À La Carte
✉️ Email Access
Leave blank if no additional access is needed.
☁️ Software & System Access
📞 Voice/Mobility
ℹ️ Ohio River Division — Locally Administered Phone System
Desk phone and mobile device provisioning for Associates in the Ohio River Division is administered locally and falls outside the scope of Corporate Voice Services. Please coordinate telephone setup through local, defined channels.
⚠️Replacement Hire — Existing Phone Assignment
Please provide the predecessor's current phone details below so IT can update the desk phone assignment for the incoming Associate.
📋 A member of the IT team will follow up with the hiring manager directly to complete the mobile device selection, configuration, and provisioning process.
📋 Other
💰 Finance & Reporting
Financial provisioning details for this Associate's company accounts and spending authority.
Company Credit Card
The following roles are eligible for automatic credit card approval: Office Administrators, Management, Delivery/Courier, Escrow Officers, and Business Development. Employees in other roles may be considered for a card if their job duties require it. Requests can be submitted during this onboarding or at any point following the employee's hire date. Request forms are located on the Company's Intranet.
Operational Reporting — Prophix
Auto-provisioned for Management and Business Development. For other roles, indicate whether access is required.
🔐 Escrow Services
Specify Resware escrow functions and team assignments for this Associate.
Escrow Functions in Resware
Select any specialized Resware escrow functions this Associate will need access to.
🖨️
Check Printing
Resware check generation & print queue
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Disburser
Escrow disbursement processing & release
Additional Team Assignments
By default this Associate will be on their home office's standard escrow team. List any additional teams below.
📑 CPL Access
Select the underwriters this Associate should be provisioned for when CPL access is needed.
Underwriter Selection
Defaults are based on the selected home office company and can be adjusted before submission.
📄 Title Services
Associates are provisioned for counties served by their home office's Regional Title Production Center. Indicate any additional access needed.
📨 Simplifile Account
Simplifile electronically connects people, technologies, and data in the real estate transaction. From loan submission to collaboration to recording and post closing.
Product Access Request
Select the Simplifile product access this Associate needs. Both product options may be selected when appropriate.
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eRecording
County eRecording and post-closing recording workflows.
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Loan Collaboration
Loan package submission, collaboration, and lender workflows.
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No account needed
This Associate does not need Simplifile access for their role.
📋 Additional Corporate Services Notes
Share any additional context that corporate services teams should be aware of prior to this Associate's start date.
🗓️ Day 1 Logistics
Provide the arrival details, first-day contact, and welcome information that will help the Associate know exactly what to expect.
Arrival Details
🤝 Onboarding Buddy
If a peer mentor has been assigned, include their details so the Associate knows who will help them settle in.
☕ Welcome Lunch / Coffee
Capture any planned team welcome activity for the Associate's first day.
🧭 Day 1 Agenda Builder
Select the agenda items that should appear for the Associate, set optional times, and use the arrows on selected rows to arrange the agenda order.
Agenda Items
Add a Custom Agenda Item
Use this for office-specific activities, shadowing, travel, or anything unique to the Associate's first day.
💬 Personal Note from Manager
Add a short personal note that can be included in the Associate's welcome packet.
Sample Welcome Notes
Choose a sample to insert, then personalize it before submitting.
🔍 Review & Confirm
Please review all information carefully before submitting.
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Intake Submitted Successfully!
The onboarding intake for has been submitted. The following teams have been notified: