Provide detailed job description and responsibilities
2
Conduct a walkthrough of the office premises and facilities
3
Establish access to necessary software and databases
4
Initiate introduction to department colleagues and immediate supervisor
5
Allocate a specific company email and extension number
6
Provide a list of clients and corresponding accounts
7
Detailed orientation of accounting software and tools
8
Provide materials about accounting policies, procedures and standards in compliance with company's operations
9
Schedule a brief meeting with the finance team
10
Ensure completion of initial paperwork (Payroll, benefits etc.)
11
Assign first account project and overview
12
Approval: Manager for first account project
13
Schedule a run-through of the client's financial statement
14
Setup one-on-one meetings with key vendors and clients
15
Initiation of IT induction for security protocols
16
Invite to an ongoing project meeting
17
Discuss objectives, expectations and performance metrics
18
Setup touch-points for feedback and queries
19
Assign a mentor for guided navigation in the initial weeks
20
Approval: Senior Manager for successful onboarding process
Provide detailed job description and responsibilities
Please provide a detailed job description and responsibilities for the Senior Accountant position. This will help the new hire understand their role and expectations.
Conduct a walkthrough of the office premises and facilities
Take the new hire on a walkthrough of the office premises and facilities. This will help them familiarize themselves with the working environment and locate important areas such as the break room and restrooms.
1
Break room
2
Restrooms
3
Conference rooms
4
Copy room
5
IT help desk
Establish access to necessary software and databases
Make sure the new hire has access to all the necessary software and databases required for their role as a Senior Accountant. This will enable them to carry out their tasks efficiently and effectively.
Initiate introduction to department colleagues and immediate supervisor
Introduce the new hire to their department colleagues and immediate supervisor. This will allow them to start building relationships and understand the reporting structure within the organization.
Allocate a specific company email and extension number
Allocate a specific company email and extension number to the new hire. This will enable them to communicate with clients, colleagues, and external stakeholders efficiently.
Provide a list of clients and corresponding accounts
Provide the new hire with a list of clients and their corresponding accounts. This will help them understand the client portfolio and facilitate smooth onboarding with the clients.
1
Client A
2
Client B
3
Client C
4
Client D
5
Client E
1
Account A
2
Account B
3
Account C
4
Account D
5
Account E
Detailed orientation of accounting software and tools
Provide a detailed orientation of the accounting software and tools used in the company. This will help the new hire become familiar with the tools and their functionalities.
1
Software A
2
Software B
3
Software C
4
Software D
5
Software E
1
Tool A
2
Tool B
3
Tool C
4
Tool D
5
Tool E
Provide materials about accounting policies, procedures and standards in compliance with company's operations
Provide the new hire with materials about accounting policies, procedures, and standards that the company follows. This will help them understand the accounting practices and ensure compliance with the company's operations.
Schedule a brief meeting with the finance team
Schedule a brief meeting with the finance team to introduce the new hire. This will allow them to understand the role and responsibilities of the finance team within the organization.
Ensure completion of initial paperwork (Payroll, benefits etc.)
Ensure the new hire completes all the necessary initial paperwork, including payroll and benefits forms. This will facilitate their inclusion in the company's systems and enable them to receive timely compensation and benefits.
Assign first account project and overview
Assign the new hire their first account project and provide them with an overview of the project. This will allow them to get hands-on experience and start contributing to their assigned accounts.
Approval: Manager for first account project
Will be submitted for approval:
Assign first account project and overview
Will be submitted
Schedule a run-through of the client's financial statement
Schedule a run-through of the client's financial statement with the new hire. This will help them understand the client's financial position and requirements.
Setup one-on-one meetings with key vendors and clients
Setup one-on-one meetings with the new hire, key vendors, and clients. This will allow the new hire to develop relationships and understand the expectations and requirements of key stakeholders.
Initiation of IT induction for security protocols
Initiate an IT induction session for the new hire to familiarize them with the company's security protocols. This will ensure the new hire follows the necessary procedures to protect sensitive information.
Invite to an ongoing project meeting
Invite the new hire to an ongoing project meeting. This will allow them to observe the project dynamics and gain insights into other team members' roles and contributions.
Discuss objectives, expectations and performance metrics
Hold a meeting with the new hire to discuss their objectives, expectations, and performance metrics. This will align their goals with the department and organization and set the foundations for their performance evaluation.
Setup touch-points for feedback and queries
Setup touch-points for regular feedback and addressing queries with the new hire. This will foster communication and provide opportunities for continuous improvement and learning.
Assign a mentor for guided navigation in the initial weeks
Assign a mentor to the new hire for guided navigation during the initial weeks. This will provide the new hire with a supportive colleague who can assist them in getting familiar with the company's culture, processes, and expectations.
Approval: Senior Manager for successful onboarding process
Will be submitted for approval:
Provide detailed job description and responsibilities
Will be submitted
Conduct a walkthrough of the office premises and facilities
Will be submitted
Establish access to necessary software and databases
Will be submitted
Initiate introduction to department colleagues and immediate supervisor
Will be submitted
Allocate a specific company email and extension number
Will be submitted
Provide a list of clients and corresponding accounts
Will be submitted
Detailed orientation of accounting software and tools
Will be submitted
Provide materials about accounting policies, procedures and standards in compliance with company's operations
Will be submitted
Schedule a brief meeting with the finance team
Will be submitted
Ensure completion of initial paperwork (Payroll, benefits etc.)
Will be submitted
Assign first account project and overview
Will be submitted
Schedule a run-through of the client's financial statement
Will be submitted
Setup one-on-one meetings with key vendors and clients
Will be submitted
Initiation of IT induction for security protocols
Will be submitted
Invite to an ongoing project meeting
Will be submitted
Discuss objectives, expectations and performance metrics
Will be submitted
Setup touch-points for feedback and queries
Will be submitted
Assign a mentor for guided navigation in the initial weeks
