Assign a mentor/supervisor for the first few weeks
8
Introduce new associate to the Asset Management team
9
Provide the new associate with company and department overview
10
Review job responsibilities and expectations
11
Approval: Job Responsibilities Review
12
Provide training on company's asset management software
13
Give access to necessary tools and databases
14
Scheduling necessary upcoming training sessions
15
Provide details about company policies and procedures
16
Assign first week tasks and goals
17
Arrange meeting with key individuals they will be working with
18
Provide an tour of the facility or virtual walkthrough
19
Assign a project to test new associate's understanding and capability
20
Conduct end of first week review
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Approval: First Week Performance
Provide company HR documentation
Please provide the new associate with all the necessary HR documentation that they need to review and sign. This includes the employee handbook, code of conduct, and any other relevant policies. The HR documentation will help the new associate understand the company's expectations, rules, and regulations.
Collect signed HR documents
After providing the HR documentation, collect the signed documents from the new associate. This is important for record-keeping and to ensure that the new associate is aware of and agrees to the company's policies and procedures.
Approval: HR documentation
Will be submitted for approval:
Provide company HR documentation
Will be submitted
Enrollment into HR systems
Enroll the new associate into the company's HR systems, such as the time tracking system, payroll system, and benefits enrollment system. This will allow the new associate to access and utilize these systems for their employment-related needs.
Set up company email account
Set up a company email account for the new associate. This will be their primary method of communication within the company and with external stakeholders.
Set up work station for the new associate
Ensure that the new associate has a properly set up work station with all the necessary equipment and tools they will need to perform their job. This includes a computer, keyboard, mouse, monitor, and any other specific equipment required for their role.
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Computer
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Keyboard
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Mouse
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Monitor
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Other
Assign a mentor/supervisor for the first few weeks
Assign a mentor or supervisor to the new associate for the first few weeks of their onboarding. This person will guide and support the new associate, answer any questions they may have, and help them navigate their new role and responsibilities.
Introduce new associate to the Asset Management team
Introduce the new associate to the Asset Management team. This can be done through a team meeting, email introduction, or any other appropriate method. This will help the new associate become familiar with their colleagues and establish positive working relationships.
Provide the new associate with company and department overview
Provide the new associate with an overview of the company and the Asset Management department. This should include information about the company's mission, values, structure, and the role of the Asset Management department within the organization.
Review job responsibilities and expectations
Review the new associate's job responsibilities and expectations with them. This includes discussing their specific duties, performance goals, and how their role contributes to the overall goals of the Asset Management department and the organization as a whole.
Approval: Job Responsibilities Review
Will be submitted for approval:
Review job responsibilities and expectations
Will be submitted
Provide training on company's asset management software
Provide the new associate with training on the company's asset management software. This can include formal training sessions, online tutorials, or hands-on practice. Ensure that the new associate is comfortable using the software and understands how to perform their tasks using it.
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Formal Training Sessions
2
Online Tutorials
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Hands-on Practice
Give access to necessary tools and databases
Grant the new associate access to the necessary tools and databases they will need to perform their job. This can include granting them access to specific software, databases, network drives, or any other resources they require to complete their tasks.
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Software A
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Software B
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Database A
4
Database B
Scheduling necessary upcoming training sessions
Schedule any upcoming training sessions that the new associate needs to attend. This can include internal training sessions, external workshops, or webinars. Make sure to communicate the date, time, and location (if applicable) to the new associate.
Provide details about company policies and procedures
Provide the new associate with details about the company's policies and procedures. This can include information on vacation and leave policies, work hours, dress code, safety protocols, and any other relevant policies. Make sure the new associate understands and adheres to these policies.
Assign first week tasks and goals
Assign specific tasks and goals for the new associate to complete during their first week. This will help them get acclimated to their role and start contributing to the team's objectives. Set clear expectations and provide any necessary resources or guidance to ensure success.
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Task 1
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Task 2
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Task 3
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Task 4
5
Task 5
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Goal 1
2
Goal 2
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Goal 3
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Goal 4
5
Goal 5
Arrange meeting with key individuals they will be working with
Arrange a meeting for the new associate with key individuals they will be working with. This can include their direct supervisor, team members, stakeholders, or any other relevant individuals. The purpose of this meeting is to introduce the new associate, establish connections, and clarify expectations.
Provide an tour of the facility or virtual walkthrough
Provide the new associate with a tour of the facility or a virtual walkthrough of the workspace. Show them where key areas are located, such as restrooms, break rooms, meeting rooms, and other relevant spaces. This will help the new associate navigate the workspace and feel more comfortable in their new environment.
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Facility Tour
2
Virtual Walkthrough
Assign a project to test new associate's understanding and capability
Assign a project to the new associate to test their understanding and capability in their role. The project should be challenging enough to assess their skills, but manageable within their first few weeks. Provide clear instructions, criteria for success, and any necessary resources.
Conduct end of first week review
Conduct a review with the new associate at the end of their first week. This is an opportunity to provide feedback on their performance, address any questions or concerns they may have, and ensure they are on track with their tasks and goals. Use this review to set expectations for their continued development and success.
