Workflow Templates: New Hire Checklist

Complete new hire paperwork

Submit identification documents for verification

Sign confidentiality and non-disclosure agreements

Review and sign employee handbook

Enroll in benefits programs

Receive and configure company laptop

Set up email and communication tools

Access internal systems and software

Complete cybersecurity training

Securely store login credentials

Complete mandatory compliance training

Review anti-money laundering policies

Understand data protection regulations

Learn internal audit procedures

Attend orientation sessions

Meet with team leader for role overview

Review job-specific responsibilities

Complete training on financial products

Understand client management protocols

Get familiar with performance metrics

Meet your mentor or buddy

Attend team meetings

Introduce yourself to key stakeholders

Join company social platforms

Participate in team-building activities

New Hire Checklist