Property manager onboarding checklist
Onboarding checklist template
Check this template against your local regulations and your own policies before you use it.
- 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 real estate license or registration is current, as the role requires | Before day 1 | |||
| Collect the contract, payroll details and emergency contacts | Before day 1 | |||
| Set up email, the property management system and the phone systemGive trust accounting access only as their role allows. | Before day 1 | |||
| Prepare their keys, car arrangements and business cards | Before day 1 | |||
| Day 1 | ||||
| Introduce them to the team, and who covers what | Day 1 | |||
| Go through the agency’s service standards and response times | Day 1 | |||
| Show the key register and how keys are signed out and back | Day 1 | |||
| Explain how to report a complaint, an incident or a data breach | Day 1 | |||
| Week 1 | ||||
| Hand over the portfolio with the outgoing manager or team leaderArrears, open maintenance, upcoming vacancies, renewals and difficult files. | Week 1 | |||
| Introduce them to owners by email or phone | Week 1 | |||
| Go through the procedures manual, section by section | Week 1 | |||
| Train on the property management system and trust accounting rules | Week 1 | |||
| Go through the local tenancy law, notices and timeframes | Week 1 | |||
| Month 1 | ||||
| Accompany them on routine inspections and a condition report | Month 1 | |||
| Review their arrears and maintenance follow-up 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 | |||
| Update their training record and file | Month 3 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
