Workflow Templates: New Employee Onboarding checklist (Accounting Department)

Template Library Home

Start using this Workflow

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

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

Company

About
Product Roadmap
API Reference
Blog

Features

How it Works
All Features
Conditional Logic
Role Based Assignments
Due Dates & Reminders
Data Collection
Detailed Process Documentation
Workflow Automations
Schedule Recurring
Import Runs
API and WebHooks
Zapier Integrations

Summary View
Reminders & Notifications
Customizable Dashboards
Reporting & Data Exports
Calendar Integration
Departments & Roles
Permissions
SAML SSO
Organize with Tags
Searchable Activity Logs
Comments & Mentions
Built in Process Improvement

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Process Street Alternative
Pricing

Privacy & Policy
/
Terms
/
Contact Us

©Manifestly 2024

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.