Workflow Templates: New Employee Onboarding checklist (Accounting Department)

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New Employee Onboarding checklist (Accounting Department)

Pre-Arrival Preparations

Set up the new employee's email and accounting software accounts

Prepare the new hire's workspace with necessary supplies and equipment

Arrange for access credentials to the building and parking facilities

First Day Orientation

Provide a tour of the office, introducing them to key team members

Review company policies, including confidentiality agreements and security protocols

Complete necessary HR paperwork and verify employment eligibility documents

Training and Development

Schedule training sessions on accounting software and internal processes

Assign a mentor or buddy for the first few weeks to assist with questions and integration

Outline goals and expectations for the probationary period

Integration into the Team

Set up one-on-one meetings with direct supervisors and department heads

Plan a welcome lunch or team-building activity to foster connections

Provide a list of key contacts within the company for various needs

Ongoing Support and Evaluation

Schedule regular check-ins to provide feedback and address concerns

Discuss opportunities for professional development and career growth

Review performance and set objectives at the end of the probationary period

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