Workflow Templates: 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

Template Library Home

Property Management Staff Onboarding Checklist

Initial Documentation

Workplace Orientation

Training and Development

Technology Setup

Administrative Procedures

Compliance and Legal Training

Property-Specific Training

Use this template in Manifestly

Template Library Home

Property Management Staff Onboarding Checklist

Initial Documentation

Workplace Orientation

Training and Development

Technology Setup

Administrative Procedures

Compliance and Legal Training

Property-Specific Training

Use this template in Manifestly

Ready to take control of your recurring tasks?