New accountant onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Onboarding
From the signed offer to the end of probation
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before day 1 | ||||
| Check their qualifications and professional body membership, as the role requires | Before day 1 | |||
| Have them sign the confidentiality and independence declarations | Before day 1 | |||
| Set up email, the practice management system and the document systemGive access to client files only as their role needs. | Before day 1 | |||
| Set up their access to the accounting and tax software | Before day 1 | |||
| Day 1 | ||||
| Introduce them to the partners, their manager and their buddy | Day 1 | |||
| Explain the client list and service lines they’ll work on | Day 1 | |||
| Explain time recording, budgets and how jobs are billed | Day 1 | |||
| Explain data security, phishing and how to report a breach | Day 1 | |||
| Week 1 | ||||
| Go through the firm’s workpaper template and file naming | Week 1 | |||
| Train on the workpaper review procedure and the self-review checklist | Week 1 | |||
| Train on the month-end close checklist and bank feeds | Week 1 | |||
| Explain how to request information from clients and chase records | Week 1 | |||
| Give them a first job with a clear budget and a reviewer | Week 1 | |||
| Month 1 | ||||
| Go through the review notes on their first jobs with them | Month 1 | |||
| Hold a 30-day check-in and agree goals | Month 1 | |||
| End of probation | ||||
| Hold the probation review and confirm the outcome in writing | Month 3 | |||
| Agree their training plan and continuing education needs | Month 3 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
