Why you need a Staff Onboarding Checklist Template

Congratulations, your team is expanding! But how do you ensure new hires integrate seamlessly and understand your processes without you spending a lot of time on the process? Afterall, it’s imperative that new staff members get a hang of your firm’s processes as quickly and efficiently as possible so that they can continue your legacy of delivering excellent work, and so that they can feel welcome to the team.

Our Staff Onboarding checklist template will help you create a standardized, efficient, and quick workflow process to quickly and efficiently onboard new hires. 

You can also customize it to fit your firm’s needs and share it with your team members.

How our Staff Onboarding Checklist Template will help your firm

Our Staff Onboarding checklist template will help your firm:

Streamline your workflow process:

Our Staff Onboarding checklist template will help make onboarding new hires easier, faster, and more efficient for your firm. As you onboard new staff members, keeping tabs on all the things you need to do to make the process personalized for them may become difficult thereby making checklist templates indispensable arsenals in your workflow process.

Standardize processes across your firm to ensure consistent client deliverables:

Save yourself from the headache that comes with inconsistent work by showing new hires how work is done in your firm. With step by step tasks that ensure you take new hires through all the necessary processes of familiarizing them with your tools and workflows, your team will be the better for it. 

Attain freedom and flexibility:

Running a successful firm is no child’s play. That’s why you need to find ways to remove yourself from the day-to-day processes so you can focus on working “on” the business rather than “in” the business.

What you’ll find in our Accounting Staff Onboarding Checklist Template

In our fully editable and customizable Staff Onboarding Checklist Template, you’ll find:

  • A list of tasks (steps) to complete a quarterly review
  • Space to indicate the status of each task 
  • Due date
  • Assignee
  • Notes

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Accounting Staff Onboarding Checklist Template

To use our Staff Onboarding Checklist Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

Staff Onboarding Checklist Template FAQs

Are the tasks in the Staff Onboarding Template accurate?
Yes, they are. We created our staff onboarding Checklist Template with feedback from bookkeepers and accountants like you. However, please review each task carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.


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