Templates
Employee Onboarding
Controller Consultant Onboarding
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Controller Consultant Onboarding

1
Accept Job Offer
2
Complete All Required Paperwork
3
Conduct Background Checks
4
Prepare Workspace and Necessary Tools
5
Set-Up Company Email and Other Systems Account
6
Review Controller Consultant Job Description
7
Approval: Controller Consultant Job Description
8
Set-Up Training Schedule
9
Understand the Internal Finance Processes and Tools
10
Understand the Company's Financial Policies and Regulations
11
Introduction to Finance Team and Key Stakeholders
12
Approval: Knowledge on Company's Financial Policies
13
Participate in Controller Training Programs
14
Assign First Project to Test Skills and Knowledge
15
Approval: First Project
16
Organize Regular Check-In With Direct Supervisor
17
Schedule Feedback and Performance Review
18
Approval: Performance Review
19
Complete Probation Period
20
Add to Regular Staff Roster