Complete pre-arrival tasks, conduct a welcoming first day, provide detailed role information during the first week, set performance goals, and offer ongoing support and development opportunities.
Preparation (1-2 Weeks Before Start Date)
Send a personalized welcome email to the new hire, including their start date, reporting location, and any pre-arrival instructions.
Prepare necessary documents such as the employment agreement, tax forms (W-4 and state), and I-9 form. Ensure all forms are compliant with legal requirements.
Orientation Day (First Day)
Extend a warm welcome to the new hires as they arrive. Introduce them to the team and provide an overview of the day's agenda.
Ensure the new hire's workspace is organized and equipped with the necessary tools, including a computer, access to relevant software, and office supplies.
Coordinate with IT to grant the new hire access to financial systems, databases, and any restricted areas as required.
First Week
Provide a detailed job description, outlining their responsibilities, goals, and key performance indicators.
Offer an in-depth overview of the Finance and Payroll department's structure, functions, and how it fits into the larger organizational framework.
Explain the organization's financial processes, including budgeting, expense management, procurement, and financial reporting.
Arrange training sessions to familiarize the new hire with financial software and tools used in the organization, such as accounting software or payroll systems.
Clarify the company's compensation structure, including payroll cycles and benefits packages available to employees.
First Month
Collaboratively establish performance goals, objectives, and expectations for the new hire's role within the department.
Schedule regular one-on-one check-ins to provide guidance, address questions or concerns, and assess their progress.
Conduct a 30-day performance review to evaluate the new hire's progress, address any issues, and provide constructive feedback.
Ongoing
Keep the new hire informed of relevant financial regulations, compliance requirements, and updates in the field.
Encourage participation in relevant training, certifications, or professional development opportunities to enhance their financial expertise.
Foster collaboration with other departments, particularly Human Resources and Information Technology, to ensure seamless financial operations.
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