Finance
Small Business Specialist Onboarding
👩‍💼

Small Business Specialist Onboarding

1
Introduce the new hire to the team
2
Conduct a company and culture tour
3
Insight into the organization’s structure
4
Detail specifics of the role and job responsibilities
5
Provide necessary training and resources
6
Set up job-related software and tools
7
Review company policies and procedures
8
Approval: Reviewing Company Policies
9
Showcase examples of successful work from company records
10
Arrange a meeting with a mentor or senior colleague
11
Guide them through accessibility rights & permissions
12
Explain payroll, benefits and incentives
13
Outline expectations for first month
14
Set goals and objectives for the role
15
Approval: Confirming Set Goals
16
Give a detailed overview of the company's product/services
17
Introduce to key clients/customers
18
Provide regular check-ins to ensure all is running smoothly
19
Ensure all personal devices are set up securely according to company standards
20
Encourage them to ask open-ended questions