Templates
Employee Onboarding
Electronic Payments Specialist Onboarding
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Electronic Payments Specialist Onboarding

1
Start Introduction to the Electronic Payments Industry
2
Review Regulatory Compliance Requirements
3
Review Company's Electronic Payment Systems
4
Training on Payment Gateway Software
5
Training on Point of Sale Systems
6
Establish User Accounts for Systems and Applications
7
Provide Cybersecurity Training
8
Introduction to Team
9
Shadowing colleague for Practical Experience
10
Test Understanding of Systems and Rules
11
Approval: Manager on Evaluation Results
12
Training on Troubleshooting and Technical Support
13
Team Meeting Attendance
14
Training on Handling Customer Queries
15
Understanding of Fraud Detection Practices
16
Know-Your-Customer (KYC) Processes Training
17
Approval: Compliance Manager on KYC Understanding
18
Understand Operational Risk Management Procedures
19
Review Customer Experience Standards
20
End of Onboarding Process Evaluation