Staff Onboarding Guide
Created by Grad Mentor
Ensure every new staff member starts off on the right foot with your firm.
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3.1
Staff Onboarding Template
Download your free Staff Onboarding template to personalize and use in your bookkeeping or accounting firm.
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About this template
Use this best practice template to standardize your staff onboarding procedure.
From the point of signing the employment contract, this process takes your new hire through the process to becoming a fully contributing member of your team. Learn how to use this template in action.
The start date is the employee's first day on the job and the due date is 60 days later. The work assignee begins with the Partner and automatically shifts from there.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Karbon
Karbon is an AI-powered practice management platform for accounting firms, designed to streamline operations and support scalable growth.
Trusted by nearly 3,000 firms, Karbon boosts productivity by an average of 18% by uniting teams, clients, work, billing, and reporting in one place. With 30+ integrations and an open API, it’s fully customizable.
Learn more at karbonhq.com or book a demo to see how Karbon can help your firm grow.
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