For accounting firms, onboarding or offboarding new employees can be particularly difficult as you’re using various systems – and those systems access various documents that can be sensitive. If you’re onboarding, you may not want them to have access to everything – but you still want them to have enough access to be productive. If you’re offboarding, you don’t want them to have access to anything. As your firm grows and uses more hardware and software than ever, it’s a complex process.
When it comes to onboarding, in particular, it’s important to ensure the process is smooth, seamless, and efficient. If they have a hard time accessing what they need or they feel as though they’re not welcomed with a smooth procedure, they’re more likely to leave. A smooth process ensures:
A higher employee retention rate
A faster learning curve
A more productive inner-office communication
A greater sense of employee trust and engagement
Our assistance with employee onboarding and offboarding means you can rest assured knowing the following will be taken care of:
- Instructions for obtaining login credentials for all relevant accounts
- Ensure access to local network, server, cloud servers, and shared folders
- Setup and configuration of all relevant accounts
- Ensure home internet and network are suitable for remote workers
- Setup and configuration for workstations/devices, such as keyboards, cameras, etc.
- Automation of entering payroll information and other verification processes
- Setup access permissions based on work role
- Instructions for any necessary compliance training and/or signing policies
- Setup VoIP phones, faxing, scanning, etc.