Accounts Payable Or Receivable Clerk Onboarding Checklist

The onboarding checklist for an Accounts Payable or Receivable Clerk is a structured plan spanning the first three months of employment. It commences with pre-boarding activities such as sending a welcome email and providing access to company systems, followed by a detailed first-day schedule that includes introductions, system setups, and initial training. The first week focuses on comprehensive training in daily tasks, company policies, and software tools, while the first three months involve gradually assuming full responsibility for vendor accounts, advanced financial training, and participation in cross-functional meetings. Regular feedback sessions and evaluations ensure continuous learning and development.

How It Works

This template has been set up as a Word document (.docx).

After purchase, you'll get access to the Word template immediately.

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FAQs

Why should I buy this template when I can get the basic steps from your website?

Our website outlines some of the basic areas that you should cover when onboarding a new staff member. We've gone deeper with our paid checklists to include human-centred design principles, spaced information (to reduce information overload), a stress-reduction emphasis, quick wins for new staff members and an example timeline for your employee's first day.

Google Docs version?

This template can easily be uploaded to use in Google Docs (via your Google Drive page).

Share with team

This purchase is for a single license for you to use with your team. If you want to share with additional teams, divisions or people from other companies, please get in touch (to discuss the extra licenses).

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Disclaimer: This template has been researched and compiled to be used as a starter template for your business. Ensure your final template meets relevant legal regulations before using it.