Onboarding a New Team Member icon

Onboarding a New Team Member


Download your free Onboarding a New Team Member template to personalize and use in your bookkeeping or accounting firm.

A preview of the 'Onboarding a New Team Member' templateOnboarding a New Team MemberInitial setup and systems checklist2 AutomatorsComplete all initial setup and systems checklist items for new hireCompletedCollect new hire paperwork, scan to director of bookkeeping for storageCompletedAdd to GmailCompletedAdd employee to team distribution list in GmailCompletedAdd birthday to Gmail team calendarCompletedInvite team member to Karbon, email team member to call Karbon for overview trainingReady To StartDue TodayInvite team member to Tsheets and assign "Two Roads" as first clientReady To StartDue TodayInvite team member to Slack and assigned "Entire Company" as first chat roomReady To StartDue Today

When someone new joins your team there's a lot to consider and learn—for them, and for you. To help your new employee quickly learn the way you do things, it helps to lay out the steps that they'll need to tick off. And because every member of your team needs to be across many of the same things, this is a great process that can be repeated with each new staff member

This is the employee onboarding process used by Two Roads. These detailed steps cover everything their new hires need to cover—including systems, training, introductions, and reviews.

Two Roads are a bookkeeping and tax company based in Knoxville, Tennessee. They believe their greatest asset is their team so they're pretty picky about who works with them. Led by President, Adam Slack, they're incredibly passionate about creating a culture where team members thrive, serve their partners and pursue their passions. And all this begins in their employee onboarding process.