Provide a welcome package with office map and employee handbook.
2
Introduce to supervisors and team.
3
Provide role-specific training on financial software and systems.
4
Review of company policies and procedures related to finance department.
5
Setup of work computer and access to necessary systems.
6
Assign first tasks related to financial analysis, reporting, etc.
7
Training on in-house financial processes and methods.
8
Orientation regarding company financial goals and strategies.
9
Approval: Supervisor on understanding of tasks.
10
Explain financial reporting structure in the organization.
11
Set up meeting with key financial team members.
12
Discuss long term goals and career path in the organization.
13
Training on financial compliance, risk assessment, and audit procedures.
14
Provide explanation of performance evaluation and KPIs.
15
Schedule a follow-up after two weeks to address any questions or issues.
16
Approval: Manager on specialized training completion.
17
Go over organization’s fiscal year, budgeting cycles and deadlines.
18
Arrange for access to necessary financial systems and databases.
19
Introduction to company's code of conduct especially related to finance department.
20
Safety and emergency procedures orientation.
Provide a welcome package with office map and employee handbook.
This task involves providing the new financial specialist with a welcome package that includes an office map and employee handbook. The office map will help them navigate the workplace easily, while the employee handbook will provide them with important information about the company's policies and procedures. The desired result is to ensure that the new employee feels welcomed and has access to the necessary information to get started. You will need to print out the office map and employee handbook, and then organize them in a folder or envelope. Are there any challenges in completing this task? How would you address them?
Introduce to supervisors and team.
In order to familiarize the new financial specialist with their supervisors and team members, this task requires scheduling a meeting and introducing them to the relevant individuals. The impact of this task is to establish connections and facilitate effective communication within the team. The desired result is to help the new employee feel welcomed and integrated into their new work environment. Who are the supervisors and team members that the new financial specialist should meet? How would you schedule the meeting and facilitate the introductions?
Provide role-specific training on financial software and systems.
This task involves providing the new financial specialist with role-specific training on the financial software and systems they will be using. The impact of this task is to equip the employee with the necessary skills and knowledge to perform their job effectively. The desired result is for the employee to be proficient in using the financial software and systems. What specific training materials or resources will be needed? How would you ensure that the employee understands and can navigate the software and systems?
1
Software A
2
Software B
3
Software C
Review of company policies and procedures related to finance department.
This task involves reviewing the company policies and procedures that are specifically related to the finance department. The impact of this task is to ensure that the new financial specialist understands and complies with the company's rules and regulations. The desired result is for the employee to have a clear understanding of the policies and procedures they need to follow. What are the specific policies and procedures that need to be reviewed? How would you communicate and explain them to the employee?
Setup of work computer and access to necessary systems.
This task involves setting up the new financial specialist's work computer and providing them with access to the necessary systems. The impact of this task is to ensure that the employee has the tools and resources they need to perform their job effectively. The desired result is for the employee to have a fully functional work computer with access to all the required systems. What are the specific systems that the employee needs access to? How would you ensure that the employee's work computer is properly set up?
1
System A
2
System B
3
System C
1
Laptop
2
Desktop
1
Windows
2
Mac
3
Linux
Assign first tasks related to financial analysis, reporting, etc.
This task involves assigning the new financial specialist their first tasks, which could include financial analysis, reporting, or other related activities. The impact of this task is to provide the employee with hands-on experience and start their integration into the team. The desired result is for the employee to successfully complete their first tasks and gain confidence in their role. What are the specific tasks that the employee should be assigned? How would you ensure that the employee has a clear understanding of their responsibilities?
Training on in-house financial processes and methods.
This task involves providing the new financial specialist with training on the in-house financial processes and methods used by the company. The impact of this task is to ensure that the employee understands and follows the company's established processes for financial activities. The desired result is for the employee to be familiar with the company's financial processes and methods. What are the specific in-house financial processes and methods that need to be covered in the training? How would you ensure that the employee grasps the concepts and can apply them in their work?
Orientation regarding company financial goals and strategies.
This task involves providing the new financial specialist with an orientation regarding the company's financial goals and strategies. The impact of this task is to align the employee's understanding and priorities with the company's objectives. The desired result is for the employee to have a clear understanding of the company's financial goals and strategies. What are the specific financial goals and strategies that need to be covered in the orientation? How would you ensure that the employee understands and supports the company's objectives?
Approval: Supervisor on understanding of tasks.
Explain financial reporting structure in the organization.
This task involves explaining the financial reporting structure in the organization to the new financial specialist. The impact of this task is to ensure that the employee understands the hierarchy and channels of communication for financial reporting. The desired result is for the employee to know whom to report to and how to submit financial reports. What is the financial reporting structure in the organization? How would you explain it to the employee?
Set up meeting with key financial team members.
This task involves setting up a meeting between the new financial specialist and key members of the financial team. The impact of this task is to facilitate networking and collaboration among team members. The desired result is for the employee to build relationships and establish a support network within the financial team. Who are the key financial team members that the employee should meet? How would you schedule the meeting and ensure that the introductions are productive?
Discuss long term goals and career path in the organization.
This task involves discussing the new financial specialist's long-term goals and career path within the organization. The impact of this task is to align the employee's aspirations with the company's opportunities and plan for future growth. The desired result is for the employee to feel valued and motivated to contribute to the company's success. What are the new financial specialist's long-term goals and career aspirations? How would you discuss and support their career development?
Training on financial compliance, risk assessment, and audit procedures.
This task involves providing the new financial specialist with training on financial compliance, risk assessment, and audit procedures. The impact of this task is to ensure that the employee understands and follows the necessary protocols for compliance and risk management. The desired result is for the employee to be knowledgeable about financial compliance, risk assessment, and audit procedures. What are the specific topics and training materials that need to be covered in this training? How would you ensure that the employee grasps the concepts and can apply them in their work?
Provide explanation of performance evaluation and KPIs.
This task involves providing the new financial specialist with an explanation of the performance evaluation process and key performance indicators (KPIs) used in the organization. The impact of this task is to ensure that the employee understands how their performance will be assessed and what metrics they will be measured against. The desired result is for the employee to have a clear understanding of the performance evaluation process and their performance expectations. How would you explain the performance evaluation process and KPIs to the employee?
Schedule a follow-up after two weeks to address any questions or issues.
This task involves scheduling a follow-up meeting with the new financial specialist after two weeks to address any questions or issues they may have. The impact of this task is to provide ongoing support and ensure that the employee has a positive onboarding experience. The desired result is for the employee to feel supported and have any concerns or questions addressed. When would you schedule the follow-up meeting? How would you ensure that the employee feels comfortable sharing their questions or issues?
Approval: Manager on specialized training completion.
Go over organization’s fiscal year, budgeting cycles and deadlines.
This task involves going over the organization's fiscal year, budgeting cycles, and deadlines with the new financial specialist. The impact of this task is to ensure that the employee is aware of the financial planning and reporting timelines. The desired result is for the employee to be able to meet the budgeting and reporting deadlines effectively. What are the organization's fiscal year, budgeting cycles, and deadlines? How would you explain them to the employee?
Arrange for access to necessary financial systems and databases.
This task involves arranging for the new financial specialist to have access to the necessary financial systems and databases. The impact of this task is to ensure that the employee can retrieve and analyze financial data effectively. The desired result is for the employee to have the required access permissions and resources for their work. What are the specific financial systems and databases that the employee needs access to? How would you arrange for their access?
1
System A
2
System B
3
System C
Introduction to company's code of conduct especially related to finance department.
This task involves introducing the new financial specialist to the company's code of conduct, with a specific emphasis on the finance department's policies and guidelines. The impact of this task is to ensure that the employee understands and follows the ethical standards and expectations in their financial role. The desired result is for the employee to have a clear understanding of the code of conduct and adhere to it in their work. What are the specific policies and guidelines for the finance department? How would you explain and reinforce them with the employee?
Safety and emergency procedures orientation.
This task involves providing the new financial specialist with an orientation on safety and emergency procedures in the workplace. The impact of this task is to ensure that the employee is aware of the safety protocols and can respond appropriately in case of an emergency. The desired result is for the employee to prioritize their safety and that of others while working in the organization. What are the specific safety and emergency procedures that need to be covered in the orientation? How would you communicate and reinforce them with the employee?
