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Property Management Staff Onboarding Checklist
Initial Documentation
Complete all new hire paperwork, including tax forms, direct deposit information, and confidentiality agreements
Provide proof of eligibility to work in the country
Review and sign the employee handbook and understand company policies and procedures
Workplace Orientation
Tour the office and building to familiarize with the environment
Introduce to team members and key personnel in other departments
Provide access cards, keys, and security codes as necessary
Training and Development
Schedule and conduct initial training sessions on property management software and tools
Explain the portfolio of properties managed, including key contacts for each property
Review emergency procedures, maintenance protocols, and customer service expectations
Technology Setup
Set up company email account and include in relevant email distribution lists
Provide necessary hardware such as a laptop, phone, and any other devices required for the role
Grant access to internal systems, shared drives, and remote work solutions
Administrative Procedures
Explain the process for reporting hours worked, requesting time off, and any overtime policies
Review the process for expense submissions and reimbursements
Go over the communication and reporting hierarchy within the organization
Compliance and Legal Training
Provide training on fair housing laws, anti-discrimination policies, and local property regulations
Review company-specific legal protocols and procedures for lease agreements, evictions, and tenant interactions
Ensure understanding of privacy laws and data protection responsibilities relevant to property management
Property-Specific Training
Walk through the specifics of properties including amenities, services, and unique features
Review tenant profiles, important contacts, and vendor lists
Shadow experienced property managers on-site to observe day-to-day operations and tenant interactions
