Workflow Templates: Employee Training Checklist

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Employee Training Checklist

Onboarding Procedures

Set up new employee accounts and permissions

Provide an overview of company policies and procedures

Introduce team members and key contacts

Ensure completion of necessary HR documentation

Conduct initial training on internal communication tools

Security Awareness Training

Review company security policies and best practices

Conduct phishing awareness and prevention training

Implement multi-factor authentication setup

Provide training on secure password creation and management

Educate on the importance of regular software updates

Technical Skills Development

Train on operating system installation and configuration

Provide hands-on experience with network troubleshooting tools

Conduct workshops on common software used within the organization

Offer training sessions on virtualization and cloud services

Ensure familiarity with backup and disaster recovery procedures

Compliance and Legal Training

Review relevant industry regulations and compliance standards

Provide training on data protection and privacy laws

Ensure understanding of software licensing agreements

Conduct periodic compliance audits and reviews

Educate on the ethical use of company resources and data

Customer Service and Support Training

Introduce customer service protocols and best practices

Train on the use of helpdesk and ticketing systems

Provide strategies for effective communication with clients

Offer workshops on troubleshooting common technical issues

Ensure understanding of escalation procedures and policies

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