{"id":8982,"date":"2016-11-21T15:44:47","date_gmt":"2016-11-21T15:44:47","guid":{"rendered":"https:\/\/www.process.st\/templates\/accounting-onboarding-procedures\/"},"modified":"2024-04-25T11:25:58","modified_gmt":"2024-04-25T11:25:58","slug":"accounting-onboarding-procedures","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/accounting-onboarding-procedures\/","title":{"rendered":"Accounting Onboarding Procedures"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/8086d796-9e14-4768-9e6e-269a0f7a1b1e\/lHyRc9A-lMFGE7yCtnJJ6g.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/8086d796-9e14-4768-9e6e-269a0f7a1b1e\/lHyRc9A-lMFGE7yCtnJJ6g.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Onboarding new employees is a <a href=\"https:\/\/www.shrm.org\/resourcesandtools\/hr-topics\/talent-acquisition\/pages\/dont-underestimate-the-importance-of-effective-onboarding.aspx\" rel=\"nofollow noopener\" target=\"_blank\">crucial task<\/a><strong> for accountancy firms<\/strong>. After all, <a href=\"http:\/\/blog.clickboarding.com\/18-jaw-dropping-onboarding-stats-you-need-to-know\" rel=\"nofollow noopener\" target=\"_blank\">69% of employees<\/a> are more likely to stay with a company for three years if they experienced great onboarding.&nbsp;<\/p>\n  <p>Starting the relationship well with a new hire results in <a href=\"https:\/\/www.allencomm.com\/resource\/reduce-time-productivity-boost-employee-retention-bringing-microlearning-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">higher productivity sooner<\/a><strong>, more effective work, and <\/strong><a href=\"https:\/\/thymometrics.com\/blog\/2017\/12\/20\/the-crucuial-role-of-onboarding-in-employee-engagement\/\" rel=\"nofollow noopener\" target=\"_blank\">increased loyalty<\/a><strong> to the company.<\/strong><\/p>\n  <p>In this checklist, we will go through the steps required to onboard an employee in a way which is effective for your organization and compliant with the law.&nbsp;<\/p>\n  <p>The<strong> training focus is on three areas<\/strong>:<\/p>\n  <ul>\n   <li>Learning internal systems and accounting software<\/li>\n   <li>Studying methodologies and approaches<\/li>\n   <li>Leveraging peer learning to apply that knowledge<\/li>\n  <\/ul>\n  <p>As you follow the checklist, you can <strong>use the form fields provided to record pertinent information<\/strong>.&nbsp;<\/p>\n  <p>Below is the video used by the University of Florida to help orient&nbsp;new hires. It is <strong>surprisingly entertaining<\/strong>.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/wspcmhaowZo?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   New Employee Orientation - UF General Accounting\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"before-the-first-day\">\n <h2>Before the first day:<\/h2>\n<\/section>\n<section id=\"record-employee-details\">\n <h2>Record employee details<\/h2>\n <div class=\"text-content\">\n  <p>Use this task to record the <strong>details of the employee<\/strong> you're onboarding in order to<strong> find this information easily in future.<\/strong><\/p>\n  <p>Use the <strong>form fields below<\/strong> to record this information.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee first name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee last name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee's personal email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee phone number (mobile) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date they start work <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"request-a-letter-of-employment\">\n <h2>Request a letter of employment<\/h2>\n <div class=\"text-content\">\n  <p>Before you meet with your new hire, find out some<strong> more information<\/strong> about their previous work.<\/p>\n  <p>A letter of employment is a document which acts as<strong> proof of someone's previous work<\/strong> and details certain aspects of their previous role.&nbsp;<\/p>\n  <p>This <strong>evidence of previous earnings<\/strong> can, for example, help you understand what the employee might be looking for<strong> when negotiating wages.<\/strong><\/p>\n  <p><strong>Use the email template below<\/strong> to request a letter of employment from your new hire.<\/p>\n <\/div>\n<\/section>\n<section id=\"invite-your-new-hire-to-a-preliminary-meeting\">\n <h2>Invite your new hire to a preliminary meeting<\/h2>\n <div class=\"text-content\">\n  <p>Once you've received the letter of employment and everything about their previous work has been confirmed, you can <strong>start bringing them into the company.<\/strong><\/p>\n  <p>Arrange for them to come into the office <strong>before their official day 1<\/strong> in order to <strong>complete the necessary paperwork and contracts<\/strong>. This allows for any negotiation to happen in person, and also gives the new employee the chance to<strong> meet the team<\/strong> and see the offices before they begin.<\/p>\n  <p><strong>Use the email template below<\/strong> to invite them to a preliminary meeting.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date &amp; time of preliminary meeting <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"collect-their-personal-information\">\n <h2>Collect their personal information<\/h2>\n <div class=\"text-content\">\n  <p>Gather the important<strong> information needed to draw up contracts<\/strong>. This information will be needed for HR to make sure the new employee can be recorded within the internal systems and all <strong>payments and taxes can be paid<\/strong> on time.<\/p>\n  <p><strong>Use the subchecklist below<\/strong> to check you have the essentials.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Employee name\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Employee address\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Social security number\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Bank details\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Emergency contact information\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"prepare-an-employee-agreement-with-them\">\n <h2>Prepare an employee agreement with them<\/h2>\n <div class=\"text-content\">\n  <p>The employee agreement outlines the <strong>nature of the role and the expected tasks.&nbsp;<\/strong><\/p>\n  <p>This agreement should also contain both <strong>your commitments to the employee<\/strong> and the <strong>employee's commitments to the company<\/strong>.<\/p>\n  <p><strong>Use the subchecklist<\/strong> to check all important areas have been prepared and explained with clarity.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Non-disclosure agreement\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Non-compete clause\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Intellectual property ownership\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Negotiate compensation\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Explain the available benefits\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Dispute resolution process\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Completed employee agreement <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"double-sign-all-documents\">\n <h2>Double sign all documents<\/h2>\n <div class=\"text-content\">\n  <p>Finalize all contracts by double signing them and <strong>completing the hiring process<\/strong>.<\/p>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to employee documentation <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"send-all-documents-to-hr\">\n <h2>Send all documents to HR<\/h2>\n <div class=\"text-content\">\n  <p>Make sure to <strong>deliver all signed documents to HR for their records<\/strong>, and so they can begin processing them.&nbsp;<\/p>\n  <p>You can <strong>use the email widget below<\/strong> to do so.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"set-them-up-with-their-accounts\">\n <h2>Set them up with their accounts<\/h2>\n <div class=\"text-content\">\n  <p>Introduce your new hire to the<strong> different internal systems<\/strong> you use.&nbsp;<\/p>\n  <p>These should include <strong>communications systems<\/strong>, their specific<strong> accounting tools<\/strong>, and access to other<strong> resources or materials<\/strong> which they will need over the course of their employment to help them do their job to the best of their ability.&nbsp;<\/p>\n  <p>Explain to them what each system is and how the company utilizes&nbsp;each. If you integrate different systems, guide them through the process of this integration.<\/p>\n  <p><strong>Use the subchecklist<\/strong> below to document which areas you have provided them with logins for.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Email and other communication tools\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Logins to required internal systems\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Access to any further resources they may need\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee's work email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Will the employee have a bio featured on the company website? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the employee need a professional photo taken? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"create-their-bio-for-the-company-website\">\n <h2>Create their bio for the company website<\/h2>\n <div class=\"text-content\">\n  <p>Show the new employee the company website and the layout of other staff profiles.&nbsp;<\/p>\n  <p>Sit with them and<strong> work together on writing a bio<\/strong> for them.<\/p>\n  <p>Some companies use this space to write about the role the employee has, while others include personal information about hobbies and interests.&nbsp;<\/p>\n  <p>Create a bio suitable for your company and<strong> send it to IT to input into the website.<\/strong><\/p>\n  <p>Enter the bio in <strong>the form field below.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee bio <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"take-a-professional-photo\">\n <h2>Take a professional photo<\/h2>\n <div class=\"text-content\">\n  <p>Take a quick photo of your new hire to be used on the website.&nbsp;<\/p>\n  <p>This could be used as an opportunity to <strong>introduce your new employee to the marketing team<\/strong>&nbsp;or another team who are responsible for creating images or graphics.&nbsp;<\/p>\n  <p>A <strong>high-quality image<\/strong> with simple lighting will create a professional looking photograph.<\/p>\n  <p><strong>Upload the image below.<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee photo <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"remind-them-which-day-they-officially-start\">\n <h2>Remind them which day they officially start<\/h2>\n <div class=\"text-content\">\n  <p>Finally, remind the employee when they officially start.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Employee start date:<\/strong>&nbsp;{{form.Date_they_start_work}}<\/p>\n  <p>Be clear with <strong>what time<\/strong> they are expected to arrive, what normal <strong>lunchtime practices are<\/strong>, and what the <strong>general dress code<\/strong> of the office is.&nbsp;<\/p>\n  <p>If there is anything else you require them to bring on the first day, <strong>be sure to let them know.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"first-day\">\n <h2>First day:<\/h2>\n<\/section>\n<section id=\"show-them-their-workspace\">\n <h2>Show them their workspace<\/h2>\n <div class=\"text-content\">\n  <p>On the first day in the office, show them their workspace. Explain to them where they can find the things they will need, and how they can contact the people they may need to contact.&nbsp;<\/p>\n  <p>Show them where both <strong>digital and physical files are stored<\/strong>. Explain where<strong> toilets or kitchens are<\/strong>, and most importantly<strong> how to use the coffee machine<\/strong>.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"explain-to-them-their-training-plan\">\n <h2>Explain to them their training plan<\/h2>\n <div class=\"text-content\">\n  <p>Sit down with your new team member to discuss how you will approach training.<\/p>\n  <p>Discuss the overarching timeline over the<strong> first month or 90 days<\/strong>, and discuss the specific elements of training they will face<strong> week by week<\/strong>.&nbsp;<\/p>\n  <p>This clarity of what they will be doing will help them<strong> feel comfortable with tasks<\/strong>, and not worry too much about things they don't yet know.&nbsp;<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Employee training plan\/schedule <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><span>You can automatically track training progress with our <a href=\"https:\/\/watershedlrs.zendesk.com\/hc\/en-us\/articles\/360003438792-Process-Street-via-Zapier-\" rel=\"nofollow noopener\" target=\"_blank\">Watershed integration<\/a>.<\/span><\/p>\n <\/div>\n<\/section>\n<section id=\"hold-an-informal-team-welcome-meeting\">\n <h2>Hold an informal team welcome meeting<\/h2>\n <div class=\"text-content\">\n  <p>Gather your team for a welcome meeting.&nbsp;<\/p>\n  <p>You can use this meeting to give everyone an <strong>opportunity to introduce themselves<\/strong> and to get to know their new colleague.&nbsp;<\/p>\n  <p>Run some <strong>icebreaker games<\/strong> or <strong>teambuilding activities<\/strong> to <a href=\"https:\/\/www.process.st\/team-building-activities\/\" rel=\"nofollow noopener\" target=\"_blank\">get everyone comfortable<\/a>. Let people mingle amongst themselves afterwards and encourage your existing staff to welcome the new arrival.<\/p>\n  <p class=\"style-info\">Creating a <a href=\"https:\/\/hbr.org\/2013\/07\/we-all-need-friends-at-work\" rel=\"nofollow noopener\" target=\"_blank\">sense of togetherness<\/a> in a company is an effective way to <strong>raise morale, boost productivity, and keep high employee retention rates.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"begin-training-them-on-your-accounting-software\">\n <h2>Begin training them on your accounting software<\/h2>\n <div class=\"text-content\">\n  <p>Introduce your new hire to the various systems you use to keep track of <strong>actions, tasks, and accounts.&nbsp;<\/strong><\/p>\n  <p>Remember that specialized accounting software can be complex if someone hasn't used it before. Go through <strong>step by step how to use the software<\/strong>, demonstrating the normal tasks which the employee is likely to start doing. &nbsp;<\/p>\n  <p>Use the<strong> form field to record which platforms<\/strong> your new team member has been trained on.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Software platforms for which training has been given <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"finish-the-day-with-a-casual-chat\">\n <h2>Finish the day with a casual chat<\/h2>\n <div class=\"text-content\">\n  <p>Finish the preparatory day with a <strong>casual conversation<\/strong> about their <strong>impressions of the office<\/strong> and the<strong> nature of the job.&nbsp;<\/strong><\/p>\n  <p class=\"style-info\"><strong>Be open, ask questions, and listen<\/strong>. The employee may feel nervous in their first week and will likely have lots of questions. <strong>Position yourself as a point of assistance<\/strong> so that your new hire will feel comfortable over their first period with the company.<\/p>\n <\/div>\n<\/section>\n<section id=\"first-week\">\n <h2>First week:<\/h2>\n<\/section>\n<section id=\"have-your-new-hire-shadow-team-members\">\n <h2>Have your new hire shadow team members<\/h2>\n <div class=\"text-content\">\n  <p>Choose other team members who work in the <strong>same or similar roles<\/strong> to your new hire.&nbsp;<\/p>\n  <p>These team members <strong>understand your internal processes<\/strong> and how to complete the tasks which your new member will be undertaking.&nbsp;<\/p>\n  <p>Through implementing a shadowing policy, you can <strong>use their knowledge as the base for peer learning.&nbsp;<\/strong><\/p>\n  <p>This also <strong>helps new employees bond faster<\/strong>&nbsp;with the rest of the team.<\/p>\n  <p>Record the <strong>names of employees<\/strong> who the new hire will shadow in the <strong>form field below<\/strong>.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Team members that will be shadowed by the new hire <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"create-mock-scenario-for-accounting-software\">\n <h2>Create mock scenario for accounting software<\/h2>\n <div class=\"text-content\">\n  <p><strong>Create a mock scenario for the new employee<\/strong> to work through.&nbsp;<\/p>\n  <p><strong>Work through this scenario with your new hire<\/strong> and check that their knowledge of this system is improving. Provide <strong>guidance where necessary<\/strong>.<\/p>\n  <p class=\"style-warning\">Keep the process and tasks required simple, but ensure that it covers a broad range of duties across the software.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"question-them-on-details-of-the-auditing-methodology\">\n <h2>Question them on details of the auditing methodology<\/h2>\n <div class=\"text-content\">\n  <p>If you use an auditing methodology like <a href=\"https:\/\/www.iia.org.uk\/resources\/risk-management\/risk-based-internal-auditing\/\" target=\"_blank\" rel=\"nofollow noopener\">Risk Based Internal Auditing<\/a> (RIBA) then you need to make sure<strong> your employee understands&nbsp;it&nbsp;and can work within its parameters.<\/strong>&nbsp;<\/p>\n  <p>Ask your new hire some questions about this approach or another approach you use.&nbsp;<\/p>\n  <p>Some<strong> example questions<\/strong> might be:<\/p>\n  <ul>\n   <li>How do we go about ensuring objectivity and impartiality in our audits?<\/li>\n   <li>Where in the process does responsibility lie?<\/li>\n   <li>What do we mean by the term \"risk appetite\"?<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"let-them-pick-their-mentor\">\n <h2>Let them pick their mentor<\/h2>\n <div class=\"text-content\">\n  <p>After they have completed shadowing a number of different team members, the new team member should be <strong>encouraged to pick their own mentor<\/strong>.&nbsp;<\/p>\n  <p>This allows them to choose someone with whom they think they may be <strong>able to build a strong working relationship<\/strong> with.<\/p>\n  <p>Use the <strong>form field<\/strong> to identify the chosen mentor.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Mentor <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"after-the-first-week\">\n <h2>After the first week:<\/h2>\n<\/section>\n<section id=\"ask-them-to-mock-audit-a-departments-records\">\n <h2>Ask them to mock audit a department's records<\/h2>\n <div class=\"text-content\">\n  <p>Assign your new hire to one of your accountancy departments. For example, the expenses department.<\/p>\n  <p>Have your employee <strong>act as an internal auditor and audit the records of this area<\/strong>. After finishing their audit they can present it back to you to show whether they have done it successfully or not.&nbsp;<\/p>\n  <p>Check the<strong> process they have used<\/strong>, and assess their results.<\/p>\n  <p>Use the <strong>form field<\/strong> to record your notes.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes on audit <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"ensure-employee-is-working-closely-with-their-mentor\">\n <h2>Ensure employee is working closely with their mentor<\/h2>\n <div class=\"text-content\">\n  <p>Make sure the new employee is<strong> maintaining their mentor\/mentee relationship<\/strong> over the course of the first month.&nbsp;<\/p>\n  <p>Ideally, this mentor relationship will serve to provide occasional needed support<strong> beyond that first month.&nbsp;<\/strong><\/p>\n  <p>If you feel this is necessary, instruct the mentor to ensure they're <strong>providing adequate extended support.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"assign-them-to-a-project-with-an-experienced-lead\">\n <h2>Assign them to a project with an experienced lead<\/h2>\n <div class=\"text-content\">\n  <p>If applicable, assign the new team member to a <strong>large client project or large internal project<\/strong>.<\/p>\n  <p>This should ideally involve a small team, or have <strong>enough work to serve minimum two<\/strong> people.<\/p>\n  <p>Assign them this work with an <strong>experienced team member<\/strong>, like a senior accountant.<\/p>\n <\/div>\n<\/section>\n<section id=\"the-end-of-the-first-month\">\n <h2>The end of the first month:<\/h2>\n<\/section>\n<section id=\"arrange-a-meeting-to-discuss-their-experience\">\n <h2>Arrange a meeting to discuss their experience<\/h2>\n <div class=\"text-content\">\n  <p>To finish off the onboarding month, arrange a meeting with your team member to go over their <strong>experiences within the company<\/strong> so far.&nbsp;<\/p>\n  <p>Remember to <strong>ask questions and listen<\/strong>. This conversation will give you feedback on your onboarding process which you can use to<strong> optimize processes for future hires<\/strong>.<\/p>\n  <p>Use the <strong>email widget<\/strong> to invite them.<\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date and time of meeting to discuss the first month <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Use the<strong> form field to record any notes<\/strong> from the meeting.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting notes and feedback <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"http:\/\/www.accountingweb.com\/practice\/team\/onboarding-do-we-know-it-all-yet\" rel=\"nofollow noopener\" target=\"_blank\">Accounting Web - Onboarding: Do We Know It All Yet?<\/a><\/li>\n   <li><a href=\"http:\/\/www.accountingtoday.com\/prc_issues\/2009_4\/onboarding-50318-1.html\" rel=\"nofollow noopener\" target=\"_blank\">Accounting Today - Onboarding New Staff<\/a><\/li>\n   <li><a href=\"http:\/\/www.inc.com\/guides\/2010\/04\/building-an-onboarding-plan.html\" rel=\"nofollow noopener\" target=\"_blank\">Inc - Building an Onboarding Plan<\/a><\/li>\n   <li><a href=\"http:\/\/employer.careerbuilder.com\/jobposter\/small-business\/article.aspx?articleid=atl_0192onboardingtips_s\" rel=\"nofollow noopener\" target=\"_blank\">Career Builder - Onboarding Tips<\/a><\/li>\n   <li><a href=\"https:\/\/lessaccounting.com\/blog\/new-hire-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Less Accounting - New Hire Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.roberthalf.com\/finance\/blog\/3-essential-checklists-for-recruiting-hiring-onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Robert Half - 3 Essential Checklists for Recruiting, Hiring, and Onboarding<\/a><\/li>\n   <li><a href=\"https:\/\/www.roberthalf.ca\/en\/employers\/hiring-advice\/employee-retention\/new-hire-orientation\/onboarding\" rel=\"nofollow noopener\" target=\"_blank\">Robert Half - New Hire Orientation<\/a><\/li>\n   <li><a href=\"https:\/\/www.iia.org.uk\/resources\/risk-management\/risk-based-internal-auditing\/\" rel=\"nofollow\">IIA - Risk Based Internal Auditing<\/a>&nbsp;<\/li>\n   <li><span><a href=\"https:\/\/www.patriotsoftware.com\/payroll\/training\/blog\/successfully-onboarding-new-employees\/\" rel=\"nofollow noopener\" target=\"_blank\">Mike Kappel - 5 Steps for Successfully Onboarding New Employees<\/a><\/span><\/li>\n   <li><span><a href=\"https:\/\/www.shrm.org\/resourcesandtools\/hr-topics\/talent-acquisition\/pages\/dont-underestimate-the-importance-of-effective-onboarding.aspx\" rel=\"nofollow noopener\" target=\"_blank\">Arlene S. Hirsch - Don\u2019t Underestimate the Importance of Good Onboarding<\/a><\/span><\/li>\n  <\/ul>\n  <p><\/p>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/creating-an-invoice\/\" rel=\"nofollow\">Creating an Invoice<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/bank-reconciliation-template\/\" rel=\"nofollow\">Bank Reconciliation Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/expense-management-process\/\" rel=\"nofollow\">Expense Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/accounts-receivable-process\/\" rel=\"nofollow\">Accounts Receivable Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/accounts-payable-process\/\" rel=\"nofollow\">Accounts Payable Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/income-profit-and-loss-statement-process\/\" rel=\"nofollow\">Income (Profit and Loss) Statement Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-flow-report\" rel=\"nofollow\">Cash Flow Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/balance-sheet-statement-preparation-checklist\" rel=\"nofollow\">Balance Sheet Statement Preparation Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/business-tax-preparation-checklist\" rel=\"nofollow\">Business Tax Preparation Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/annual-financial-report-template\/\" rel=\"nofollow\">Annual Financial Report Template<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Onboarding new employees is a crucial task for accountancy firms. 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