14. Provide a List of Trainings: Schedule training sessions and onboarding meetings to help the employee(s) learn about their role, the company culture, and the tools they'll be using. Here is a list ...

An Onboarding Coordinator or Supervisor is often used as a point person to send a Welcome email to the new hire prior to the first day. Please use the New Hire Email Template for guidance. The email ...

Using a checklist or onboarding template can help financial advisors ... uploading information to financial planning software and review meetings take place. Clients can experience a mountain ...