ACCOUNTING TEAM ONBOARDING CHECKLIST

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--- ADMINISTRATIVE & IT SETUP ---
[ ] Onboarding Start Date
[ ] Employee Full Name
[ ] Hardware Provided (Laptop, Monitor, Keyboard/Mouse, Headset)
[ ] Software Access Granted (ERP System, Email/Communication Tools, Expense Management Software, Password Manager, Time Tracking Software)
[ ] Signed IT Policy Agreement
[ ] IT Manager Approval

--- COMPLIANCE & REGULATORY TRAINING ---
[ ] Completed Compliance Modules (Anti-Money Laundering (AML) Training, Data Privacy & GDPR Compliance, Internal Fraud Prevention Training, SOX (Sarbanes-Oxley) Compliance Overview, Tax Regulation & Filing Standards)
[ ] Date of Training Completion
[ ] Training Notes & Observations
[ ] Upload Training Certificates
[ ] Employee Acknowledgment of Compliance Standards

--- ACCOUNTING SOFTWARE & ERP ACCESS ---
[ ] Software Modules Required (Accounts Payable, Accounts Receivable, General Ledger, Fixed Assets, Payroll, Tax Management)
[ ] Access Level (Read-Only, Standard User, Administrator)
[ ] Access Provisioning Date
[ ] Username/Employee ID
[ ] Access Confirmation Screenshot
[ ] IT/Manager Approval Signature

--- FINANCIAL PROCESS FAMILIARIZATION ---
[ ] Review Completed Modules (Chart of Accounts Overview, , Intercompany Reconciliation Process, Revenue Recognition Policy, Fixed Asset Capitalization Workflow)
[ ] Key Financial Contacts
[ ] Accounting Manual Acknowledgment
[ ] Training Completion Date
[ ] Manager Approval

--- INTERNAL WORKFLOW & COMMUNICATION ---
[ ] Communication Channels Accessed (Slack/Microsoft Teams, Company Email, Project Management Tool (Work OS), Internal Wiki/Knowledge Base)
[ ] Reporting Line Confirmation (Direct Manager Assigned, Department Head Assigned)
[ ] Review of Approval Hierarchy
[ ] Workflow Training Completion Date
[ ] Key Stakeholders Identified
[ ] Employee Acknowledgment

--- DOCUMENTATION & AUDIT TRAIL STANDARDS ---
[ ] Standard Operating Procedure (SOP) Review Completion (Completed, In Progress, Not Started)
[ ] Documented Financial Records Reviewed (Bank Statements, Invoices & Receipts, Journal Vouchers, Tax Filings, Audit Reports)
[ ] Signed Acknowledgement of Documentation Standards
[ ] Date of Training Completion
[ ] Notes on Identified Documentation Gaps
[ ] Manager Approval of Compliance Training

--- INITIAL 30-60-90 DAY MILESTONES ---
[ ] First Month Learning Objective
[ ] 30-Day Review Date
[ ] Current Proficiency Level (Learning, Applying, Proficient, Expert)
[ ] 60-Day Autonomy Goal
[ ] Completed Training Modules (Chart of Accounts Review, Software Navigation, Compliance Training, Month-End Close Procedure)
[ ] Manager Approval

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