Start using this Workflow
New Hire Checklist
Onboarding Documentation
Complete new hire paperwork
Submit identification documents for verification
Sign confidentiality and non-disclosure agreements
Review and sign employee handbook
Enroll in benefits programs
IT Setup
Receive and configure company laptop
Set up email and communication tools
Access internal systems and software
Complete cybersecurity training
Securely store login credentials
Compliance and Training
Complete mandatory compliance training
Review anti-money laundering policies
Understand data protection regulations
Learn internal audit procedures
Attend orientation sessions
Role-Specific Training
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
Integration and Networking
Meet your mentor or buddy
Attend team meetings
Introduce yourself to key stakeholders
Join company social platforms
Participate in team-building activities
