Templates
Employee Onboarding
Corporate Finance Manager Onboarding
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Corporate Finance Manager Onboarding

1
Provide details of corporate tools such as email, video conferencing etc.
2
Complete IT setup for the new manager
3
Introduce to the team and key stakeholders
4
Arrange meeting with their direct reports
5
Present a detailed overview of company policies and guidelines
6
Setup initial orientation with Human Resources
7
Approval: Human Resources
8
Provide relevant financial documents and resources
9
Explain corporate financial systems and software
10
Setup access to financial systems and software
11
Arrange training for corporate financial systems and software
12
Assign first set of tasks related to financial management
13
Arrange meetings with key clients and stakeholders
14
Setup regular check-ins with supervisor
15
Provide document detailing job responsibilities and targets
16
Review performance expectations
17
Approval: Performance Expectations
18
Enroll in company benefits program
19
Arrange social interaction events with team
20
Ensure access to corporate intranet and resources