Start Date
Jan 6, 2026
8 days ago
Department
Customer Success
Progress
9/12 tasks
Overdue
0 tasks
Onboarding Tasks
Track and complete onboarding tasks
Paperwork
Complete I-9 and W-4
Submit employment eligibility and tax documents
Completed Jan 6, 2026 by jennifer.okonkwo@horizonlabs.com
Sign Employment Agreements
Complete all required HR documentation
Completed Jan 6, 2026 by ryan.mccarthy@horizonlabs.com
Benefits Enrollment
Select benefits package
Completed Jan 13, 2026 by ryan.mccarthy@horizonlabs.com
Equipment
Order Laptop and Headset
Provision equipment for customer calls
Completed Dec 31, 2025 by priya.sharma@horizonlabs.com
Training
Escalation Procedures
Review support escalation and crisis management
Completed Jan 10, 2026 by ryan.mccarthy@horizonlabs.com
Customer Health Metrics Training
Learn health score methodology and playbooks
Completed Jan 12, 2026 by ryan.mccarthy@horizonlabs.com
Product Certification
Complete comprehensive product training
Account Assignment
Receive initial customer portfolio
Shadow Customer Calls
Observe QBRs and onboarding calls
Access
Gainsight Access
Configure customer success platform access
Completed Jan 5, 2026 by michael.rodriguez@horizonlabs.com
Zendesk Agent Access
Set up support ticketing system access
Completed Jan 4, 2026 by priya.sharma@horizonlabs.com
Salesforce View Access
Grant read access to customer CRM records
Completed Jan 6, 2026 by alex.petrov@horizonlabs.com