New Employee Onboarding Checklist

New Employee Onboarding Checklist

Welcome to Global Bank. This checklist is designed to ensure that every new employee experiences a structured and thorough onboarding process. Line managers, HR Business Partners, and the new joiner share responsibility for completing each milestone within the designated timeframe.

Pre-Arrival (2 Weeks Before Start Date)

• HR Services sends the formal offer letter and contract via DocuSign.
• Line manager submits the IT Systems Access Request (see IT Systems Access Request for New Joiners) through ServiceNow.
• Facilities team allocates a desk, building access badge, and locker where applicable.
• Line manager prepares a 90-day onboarding plan using the template available on the HR SharePoint site.
• Background screening and right-to-work verification completed by the Compliance Onboarding Team.

Day 1

• New employee arrives at Reception and collects building access badge.
• Welcome meeting with line manager: introductions, team overview, and tour of the floor.
• IT equipment collection from the IT Service Desk (laptop, monitors, peripherals).
• Mandatory enrolment in the bank's Learning Management System (SAP SuccessFactors Learning).
• Complete Day 1 compliance modules: Anti-Money Laundering (AML) Awareness, Code of Conduct, and Information Security Essentials.
• Set up Workday profile: emergency contacts, bank details for payroll, and tax declarations.

Week 1

• Attend the Global Bank Induction Programme (held every Monday, 09:00–12:30, delivered by HR Services).
• Meet key stakeholders identified by line manager.
• Complete all remaining mandatory e-learning modules (deadline: end of Week 1).
• Line manager conducts an end-of-week check-in to review initial impressions and answer questions.

First 30 Days

• Complete role-specific training as outlined in the 90-day onboarding plan.
• Obtain all necessary system access and permissions (e.g., Bloomberg Terminal, SWIFT Alliance, internal trading platforms).
• Attend a "Coffee with Culture" session organised by the Employee Engagement team.
• Set initial performance objectives in Workday (minimum of three objectives agreed with line manager).

First 90 Days

• Line manager conducts a formal 90-day probation review meeting.
• New employee completes the Onboarding Experience Survey (distributed automatically via Workday).
• HR Business Partner reviews probation feedback and confirms continued employment or extension of probation.
• All outstanding compliance certifications must be completed before the 90-day mark.

Key Contacts

For any questions regarding the onboarding process, please contact HR Services at hr.services@globalbank.com or call the HR Helpline on extension 4400.