Corporate Services Manager Onboarding Checklist

Corporate Services Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Corporate Services Manager starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Administration onboarding experience or just need an onboarding checklist for your new Corporate Services Manager, you’re in the right place. We’ve put together a sample Corporate Services Manager onboarding checklist below and have created onboarding templates & resources to help.

Corporate Services Manager Onboarding Checklist

1. Introduction to company policies and procedures: The Corporate Services Manager should receive a comprehensive overview of the company’s policies and procedures, including HR guidelines, code of conduct, and any other relevant policies. This task is typically performed by the HR department or a designated trainer.

2. Familiarization with company structure and key personnel: The new Corporate Services Manager should be introduced to the company’s organizational structure, including key departments, managers, and their respective roles. This task is usually performed by the HR department or a senior executive.

3. Orientation to company culture and values: Understanding the company’s culture and values is crucial for the Corporate Services Manager to align their work with the organization’s overall mission. This task may involve attending orientation sessions, team-building activities, or meetings with senior executives.

4. Introduction to corporate systems and tools: The Corporate Services Manager should be provided with training on the company’s internal systems and tools, such as project management software, communication platforms, and financial management systems. This training is typically conducted by the IT department or a designated trainer.

5. Review of department-specific processes and procedures: The new Corporate Services Manager should receive a detailed overview of the department’s specific processes and procedures, including budgeting, procurement, facilities management, and administrative tasks. This task is usually performed by the outgoing Corporate Services Manager or a senior member of the team.

6. Training on health and safety protocols: As a Corporate Services Manager, it is essential to be aware of health and safety protocols to ensure a safe working environment for all employees. This training is typically conducted by the HR department or a designated safety officer.

7. Introduction to vendor management and contract negotiation: The Corporate Services Manager should be familiarized with the company’s vendor management process, including how to identify, evaluate, and negotiate contracts with suppliers. This task may involve shadowing the procurement team or attending training sessions conducted by the procurement department.

8. Understanding financial management and budgeting: The new Corporate Services Manager should receive training on financial management and budgeting processes, including expense tracking, forecasting, and reporting. This training is typically conducted by the finance department or a designated trainer.

9. Review of company-wide projects and initiatives: The Corporate Services Manager should be briefed on any ongoing or upcoming company-wide projects and initiatives that may impact their role. This task is usually performed by the senior management team or the project management office.

10. Introduction to employee engagement and welfare programs: The new Corporate Services Manager should be introduced to the company’s employee engagement and welfare programs, such as wellness initiatives, employee recognition programs, and professional development opportunities. This task is typically performed by the HR department or a designated employee engagement team.

11. Familiarization with legal and compliance requirements: The Corporate Services Manager should receive training on legal and compliance requirements relevant to their role, such as data protection regulations, employment laws, and industry-specific regulations. This training is typically conducted by the legal department or a designated compliance officer.

12. Shadowing and mentoring opportunities: To facilitate a smooth transition, the new Corporate Services Manager should have the opportunity to shadow and learn from an experienced colleague or mentor within the company. This task is usually coordinated by the HR department or the outgoing Corporate Services Manager.

13. Introduction to company communication channels: The Corporate Services Manager should be familiarized with the company’s communication channels, including email systems, intranet platforms, and team collaboration tools. This task is typically performed by the IT department or a designated trainer.

14. Performance expectations and goal setting: The new Corporate Services Manager should have a clear understanding of their performance expectations and be involved in setting their goals and objectives. This task is typically performed by the immediate supervisor or the HR department.

15. Ongoing professional development opportunities: The company should provide the Corporate Services Manager with access to ongoing professional development opportunities, such as training programs, conferences, and workshops, to enhance their skills and knowledge in their role. This task is typically coordinated by the HR department or the immediate supervisor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Corporate Services Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Corporate Services Manager up to speed and working well in your Administration team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.