Staff Onboarding


Download your free Staff Onboarding template to personalize and use in your bookkeeping or accounting firm.

To help your firm create and standardize your own staff onboarding program, Grad Mentor has put together a template that allows you to comprehensively plan everything that needs to be checked off.

Divided into activities before your new employee arrives and after they begin, this template covers steps from workstation setup to essential paperwork, and key stakeholder meetings to role review.

Download the Template

Download your Staff Onboarding template now.

  • .XLSX File

Add to Karbon

Get more out of this template by adding it to Karbon, including:

  • Time and Budget Estimates
  • Task Automation
  • Client Task Automation
  • Client Work Scheduling