Templates
Employee Onboarding
Assurance Manager Onboarding
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Assurance Manager Onboarding

1
Initiate Assurance Manager Onboarding
2
Schedule initial HR meeting for company introduction
3
Arrange welcome package
4
Enroll in company health and benefits program
5
Assign office and necessary equipment
6
Educate on company culture, policies and work ethics
7
Introduction to the assurance services team
8
Provide job role and responsibilities orientation
9
Set up company email and communications tools
10
Assign first project to manage
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Provide training on company's assurance systems and applications
12
Review client portfolio
13
Approval: Review client portfolio
14
Plan initial client meetings
15
Meet with the team regularly for progress updates
16
Submit weekly progress report
17
Approval: Weekly progress report
18
Undergo mid-month performance review
19
Approval: Mid-month performance review
20
Complete first month in the role update