About this template
Work type: Admin
Location: United States
Client industry: Generic
This template includes
- 13 tasks
Before we generate that file, please let us know more about you.
Work type: Admin
Location: United States
Client industry: Generic
This template includes
Onboarding Tasks | ||
---|---|---|
NTM = New Team Member | Search "BKPG | NTM" prefix in templates for all project templates required for onboarding. |
BKPG Team Leader
|
|
Tech Stack Setup: Schedule meeting with IT Dept. to Execute |
BKPG Team Leader
|
|
Office365 |
|
|
Financial Cents |
|
|
Liscio [User Type: Specialist] |
|
|
Grasshopper |
|
|
Practice Protect |
|
|
QBO |
|
|
Slack |
|
|
Calendly |
|
|
Request all Team Members to share calendars & share NTM's calendar w/ all Team Members |
BKPG Team Leader
|
|
Create NTM's Check-In & Review Projects in FC + Calendar Meetings w/ NTM |
BKPG Team Leader
|
|
Add links to your templates below to auto create these for your new Team Member! |
|
|
Create Liscio Message Template for report send out |
BKPG Team Leader
|
|
Sample Schedule (see attachment) |
BKPG Team Leader
|
|
Create "Your Onboarding Check List" Project for NTM |
BKPG Team Leader
|
|
Link template here! |
|
|
Add Resources to NTM's "Your Onboarding Check List" Project |
BKPG Team Leader
|
|
Welcome to Accounting Therapy Presentation - PDF veresion |
|
|
Intro to Bookkeeping Canva Presentation - PDF version |
|
|
HR forms |
|
|
Sharepoint links |
|
|
Links to all onboarding & training videos |
|
|
Send NTM their upcoming schedule via their own PERSONAL email (they won't have computer set up yet) |
BKPG Team Leader
|
|
Based on NTM's experience level, select BKPG jobs for observation. |
BKPG Team Leader
|
|
Based on NTM's experience level, select BKPG projects or tasks for independent work. |
BKPG Team Leader
|
|
Assign NTM tech stack access to required channels based on client assignments. |
BKPG Team Leader
|
|
Update this template with any changes or additions to processes as needed. |
BKPG Team Leader
|
Copyright © 2017-2024 Financial Cents LLC