Provide offer letter and relevant documents to the associate
2
Signing and returning of contract by the associate
3
Approval: HR to verify contract
4
Create official email and all necessary digital profiles
5
Provide the associate with internal tools and software logins
6
Arrange for hardware/software setup for the associate
7
Introduce the associate to their team and supervisor
8
Review company's code of conduct and policies with the associate
9
Approval: Compliance officer to verify understanding of codes and policies
10
Organizing training sessions on M&A processes and tools
11
Enroll the associate in programmes for understanding the company's products/ services/ projects
12
Arrange meeting with the IT team for any technology-related concerns
13
Set up initial performance goals and KPIs
14
Provide the associate with a detailed plan for the first week
15
Schedule introductory meetings with key clients
16
Approval: Supervisor to verify if all tasks are complete
17
Obtain feedback from the associate
Provide offer letter and relevant documents to the associate
This task involves providing the associate with their offer letter and other relevant documents. It is important to ensure that the associate receives all necessary information and understands the terms and conditions of their employment. The desired result is for the associate to review and sign the offer letter and return it to the company. Have you provided the offer letter and relevant documents to the associate?
Signing and returning of contract by the associate
This task requires the associate to sign the contract and return it to the company. Ensuring the contract is signed by the associate is crucial to formalize their employment. The desired result is for the associate to review, sign, and return the contract to the company. Have you received the signed contract from the associate?
Approval: HR to verify contract
Will be submitted for approval:
Signing and returning of contract by the associate
Will be submitted
Create official email and all necessary digital profiles
In this task, you will create an official email for the associate and set up all necessary digital profiles. This is important to provide the associate with required digital tools and access. The desired result is for the associate to have their official email and digital profiles created. Have you created an official email and all necessary digital profiles for the associate?
Provide the associate with internal tools and software logins
In this task, you will provide the associate with logins for internal tools and software they will need to use. This is essential for the associate to perform their tasks efficiently. The desired result is for the associate to have access to all necessary internal tools and software. Have you provided the associate with internal tools and software logins?
Arrange for hardware/software setup for the associate
This task involves arranging for the setup of hardware and software required by the associate. Adequate hardware and software setup is necessary for the associate to effectively carry out their duties. The desired result is for the associate to have their hardware and software set up. Have you arranged for hardware and software setup for the associate?
1
Laptop
2
Desktop
3
Mobile phone
Introduce the associate to their team and supervisor
Introducing the associate to their team and supervisor is an important task to foster collaboration and establish a productive working relationship. The desired result is for the associate to meet and get acquainted with their team members and supervisor. Have you introduced the associate to their team and supervisor?
Review company's code of conduct and policies with the associate
In this task, you will review the company's code of conduct and policies with the associate. Familiarizing the associate with the company's code of conduct and policies will ensure they understand and adhere to the organization's values and guidelines. The desired result is for the associate to have a clear understanding of the company's code of conduct and policies. Have you reviewed the company's code of conduct and policies with the associate?
Approval: Compliance officer to verify understanding of codes and policies
Will be submitted for approval:
Review company's code of conduct and policies with the associate
Will be submitted
Organizing training sessions on M&A processes and tools
This task involves organizing training sessions to familiarize the associate with M&A processes and tools. Providing adequate training is crucial to equip the associate with the necessary knowledge and skills to perform their role effectively. The desired result is for the associate to receive comprehensive training on M&A processes and tools. Have you organized training sessions on M&A processes and tools for the associate?
1
M&A process overview
2
Valuation techniques
3
Due diligence
4
Integration planning
5
Communication strategies
Enroll the associate in programmes for understanding the company's products/ services/ projects
In this task, you will enroll the associate in programs designed to help them gain a comprehensive understanding of the company's products, services, and projects. This knowledge is essential for the associate to effectively contribute to the organization. The desired result is for the associate to be enrolled in relevant programs. Have you enrolled the associate in programs for understanding the company's products, services, and projects?
1
Product training
2
Service training
3
Project overview
4
Industry trends
5
Competitor analysis
Arrange meeting with the IT team for any technology-related concerns
This task involves arranging a meeting between the associate and the IT team to address any technology-related concerns or issues. Promptly addressing such concerns is essential to ensure smooth workflow and productivity. The desired result is for the associate to have a meeting scheduled with the IT team. Have you arranged a meeting with the IT team for any technology-related concerns?
Set up initial performance goals and KPIs
This task requires setting up initial performance goals and key performance indicators (KPIs) for the associate. Clearly defining goals and KPIs helps align the associate's efforts with the company's objectives and enables effective performance evaluation. The desired result is for the associate to have their initial performance goals and KPIs set up. Have you set up initial performance goals and KPIs for the associate?
1
Achieve X number of successful M&A deals within the first year
2
Maintain a client satisfaction rating of 90% or above
3
Complete X number of training modules by the end of the quarter
4
Contribute to cost-saving initiatives by implementing efficiency measures
5
Participate in at least one cross-functional project during the first six months
Provide the associate with a detailed plan for the first week
In this task, you will provide the associate with a detailed plan outlining their activities and responsibilities for the first week. A clear plan will help the associate navigate their initial days in the company smoothly and efficiently. The desired result is for the associate to have a comprehensive plan for their first week. Have you provided the associate with a detailed plan for the first week?
Schedule introductory meetings with key clients
This task involves scheduling introductory meetings between the associate and key clients. These meetings are important for building relationships and ensuring a seamless transition of responsibilities. The desired result is for the associate to have introductory meetings scheduled with key clients. Have you scheduled introductory meetings with key clients for the associate?
1
Client A
2
Client B
3
Client C
4
Client D
5
Client E
Approval: Supervisor to verify if all tasks are complete
Will be submitted for approval:
Provide offer letter and relevant documents to the associate
Will be submitted
Create official email and all necessary digital profiles
Will be submitted
Provide the associate with internal tools and software logins
Will be submitted
Arrange for hardware/software setup for the associate
Will be submitted
Introduce the associate to their team and supervisor
Will be submitted
Review company's code of conduct and policies with the associate
Will be submitted
Organizing training sessions on M&A processes and tools
Will be submitted
Enroll the associate in programmes for understanding the company's products/ services/ projects
Will be submitted
Arrange meeting with the IT team for any technology-related concerns
Will be submitted
Set up initial performance goals and KPIs
Will be submitted
Provide the associate with a detailed plan for the first week
Will be submitted
Schedule introductory meetings with key clients
Will be submitted
Obtain feedback from the associate
In this task, you will obtain feedback from the associate regarding their onboarding experience. Gathering feedback is crucial for continuous improvement and identifying areas of enhancement in the onboarding process. The desired result is to obtain valuable feedback from the associate. Have you obtained feedback from the associate?
