New Employee Onboarding Workflow Template

More human-resources templates

Set up your new employees for success with this detailed onboarding workflow template tailored for the banking and financial services industry. Covering all necessary steps from preparing workstations to conducting HR orientations, this template ensures no critical task is overlooked.

By following this workflow, HR associates can streamline the onboarding process, making it efficient and effective. This template helps you create a welcoming and well-organized introduction for new team members, fostering a positive start to their journey with your company.

Get this template on priority matrix

New Employee Onboarding Workflow for Priority Matrix

New Employee Onboarding Workflow in Priority Matrix

Ensure a smooth onboarding process with a comprehensive workflow template for new employees in banking and finance.

You can start using New Employee Onboarding Workflow or other Human-Resources Project Templates with Priority Matrix in just a few steps:

  1. Click to sign in or create an account in the system
  2. Start adding your items to the matrix
  3. If you prefer to use the Mac and Windows app download Priority Matrix and take your data with you
If you have any questions and you can't find the answer in our knowledge base, don't hesitate to contact us for help.


Proposed Tasks

High Impact, Immediate Action

  • Task 1: Create Onboarding Checklist due in 1 day
    ☐ Identify all necessary steps ☐ Assign responsible parties ☐ Set timeline for each step
  • Task 4: Set Up IT Requirements due in 3 days
    ☐ Prepare workstation ☐ Set up email and software access ☐ Provide IT support contact
  • Task 2: Develop Training Program due in 1 week
    ☐ Identify necessary skills and knowledge ☐ Develop training materials ☐ Set up training schedule
  • Task 5: Schedule Orientation due in 1 week
    ☐ Invite new employee ☐ Invite team members ☐ Prepare agenda

High Impact, Future Action

  • Task 6: Assign Mentor due in 1 day
    ☐ Select experienced team member ☐ Communicate responsibilities ☐ Introduce to new employee
  • Task 8: Conduct HR Orientation due in 2 weeks
    ☐ Explain policies and procedures ☐ Review benefits ☐ Answer questions
  • Task 9: Initiate Performance Management Plan due in 3 weeks
    ☐ Set expectations ☐ Establish goals ☐ Discuss feedback process

Low Impact, Immediate Action

  • Task 3: Prepare Welcome Kit due in 2 days
    ☐ Compile company materials ☐ Prepare company swag ☐ Include necessary office supplies
  • Task 7: Organize Team Welcome Lunch due in 1 week
    ☐ Choose venue ☐ Send invites ☐ Make reservation

Low Impact, Future Action

  • Task 10: Check-In After First Week due in 1 month
    ☐ Discuss initial experience ☐ Address any issues ☐ Provide necessary support