Free Bank Employee Onboarding Checklist Form

Please follow this checklist to complete your onboarding process. Make sure to review each item and confirm completion.
Name
Phone Number
Emergency Contact Name
Emergency Contact Phone
Complete New Hire Paperwork
Personal Information Form
Tax Forms (W-4, I-9)
Direct Deposit Form
Review Company Policies
Employee Handbook
Code of Conduct
Security Procedures
Set Up Your Workstation
Collect Identification Badge
Receive Email/Software Login
Set up Phone and Computer
Attend Orientation Session
Introduction to Company Values
Meet Team Members
Review Job Role and Responsibilities
Complete Compliance Training
Anti-Money Laundering (AML)
Data Protection and Privacy
Customer Service Guidelines
Meet with Supervisor
Job Expectations Review
Set Initial Goals
Ask Any Questions
Notes
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Simplify new hires' integration with the Bank Employee Onboarding Checklist Form Template from Template.net. Fully editable and customizable, this template ensures all onboarding tasks are efficiently tracked and completed. Easily editable in our Ai Editor Tool, it helps streamline the onboarding process for banking professionals.