Templates
Finance
Business Analyst Onboarding
📊

Business Analyst Onboarding

1
Prepare onboarding kit
2
Assign a mentor for the new hire
3
Training on company policies and culture
4
Provide hardware and software setups
5
Brief on the BA role and responsibilities
6
Guided tour of facilities
7
Present the team members and managers
8
Approval: Hardware and Software Access
9
Assign first project
10
Training on tools and software used in the company
11
Provide details of the ongoing projects
12
Discuss KPIs and expectations
13
Introduction to data standards and privacy
14
Approval: KPI understanding
15
One on one meeting with supervisor
16
Join internal communication channels
17
Assist in setup of email, voicemail and other communication tools
18
Approval: Initial Project Assignment
19
Explanation of performance evaluation
20
Introduction and training on company's CRM