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Corporate Finance Associate Onboarding

Provide IT with new hire's information for system account setup

Organise training on company policies and procedures

Arrange workstation and necessary equipment for the new employee

Provide a tour of the facility and introduce to team members

Set up orientation meeting with HR for benefits introduction

Approval: IT System Access

Enroll in company's Corporate Finance management system

Assign a buddy or mentor from the corporate finance team

Set initial performance objectives and expectations

Arrange introductory meeting with direct supervisor

Schedule training for company's Financial Software Systems

Provide training on the use of corporate finance tools and techniques

Deliver orientation on corporate finance policies and regulations

Start hands-on job training with assigned tasks

Review of company’s confidentiality and non-disclosure policies

Approval: Mentor Assignment

Ensure completion of any required certifications

Set up weekly catch-up meetings with supervisor for first month

Solicit feedback on onboarding experience

Approval: Completion of Onboarding Process

Provide IT with new hire's information for system account setup

In order to ensure a smooth transition for the new hire, provide the IT department with their information for system account setup. This task is crucial as it allows the new employee to access the necessary tools and resources required to perform their job effectively. The desired result is a fully functional system account for the new hire. To accomplish this, gather the new employee's full name, employee ID, department, and job title. If there are any challenges during the account setup process, reach out to the IT department for assistance. The required resources for this task include the IT department's contact information and access to the new employee's information.

New employee's full name

New employee's employee ID

New employee's department

New employee's job title

IT department contact

Organise training on company policies and procedures

Arrange workstation and necessary equipment for the new employee

Provide a tour of the facility and introduce to team members

Set up orientation meeting with HR for benefits introduction

Approval: IT System Access

Provide IT with new hire's information for system account setup
Will be submitted

Enroll in company's Corporate Finance management system

Assign a buddy or mentor from the corporate finance team

Set initial performance objectives and expectations

Arrange introductory meeting with direct supervisor

Schedule training for company's Financial Software Systems

Provide training on the use of corporate finance tools and techniques

Deliver orientation on corporate finance policies and regulations

Start hands-on job training with assigned tasks

Review of company’s confidentiality and non-disclosure policies

Approval: Mentor Assignment

Assign a buddy or mentor from the corporate finance team
Will be submitted

Ensure completion of any required certifications

Set up weekly catch-up meetings with supervisor for first month

Solicit feedback on onboarding experience

Approval: Completion of Onboarding Process

Provide training on the use of corporate finance tools and techniques
Will be submitted
Deliver orientation on corporate finance policies and regulations
Will be submitted
Start hands-on job training with assigned tasks
Will be submitted
Review of company’s confidentiality and non-disclosure policies
Will be submitted
Set up weekly catch-up meetings with supervisor for first month
Will be submitted
Solicit feedback on onboarding experience
Will be submitted