Economist Onboarding Checklist

Economist Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Economist 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 Finance onboarding experience or just need an onboarding checklist for your new Economist, you’re in the right place. We’ve put together a sample Economist onboarding checklist below and have created onboarding templates & resources to help.

Economist Onboarding Checklist

1. Introduction to company culture and values: The HR department or a designated company representative should provide an overview of the company’s culture, values, and mission. This task helps the economist understand the organization’s core principles and align their work accordingly.

2. Familiarization with company policies and procedures: The HR department should provide the economist with an employee handbook or similar document that outlines the company’s policies and procedures. This task ensures that the economist understands the expectations and guidelines for their conduct within the organization.

3. Introduction to team members and key stakeholders: The economist should be introduced to their immediate team members, as well as key stakeholders within the company. This task helps build relationships and facilitates collaboration within the organization.

4. Orientation to the finance department: The economist should receive an orientation to the finance department, including an overview of its structure, roles, and responsibilities. This task helps the economist understand how their role fits within the broader finance function.

5. Review of relevant industry regulations: The economist should be provided with information on relevant industry regulations and compliance requirements. This task ensures that the economist is aware of any legal or regulatory constraints that may impact their work.

6. Training on data analysis tools and software: The economist should receive training on the data analysis tools and software used within the company. This task equips the economist with the necessary skills to analyze and interpret financial data effectively.

7. Introduction to company’s data sources: The economist should be familiarized with the company’s data sources, including internal databases, external data providers, and industry reports. This task ensures that the economist knows where to access reliable data for their analysis.

8. Review of previous research and reports: The economist should review previous research and reports conducted by the company to gain insights into the organization’s analytical approach and findings. This task helps the economist understand the company’s existing knowledge base.

9. Shadowing senior economists: The economist should have the opportunity to shadow senior economists within the company to learn from their expertise and gain practical insights into the role. This task facilitates knowledge transfer and professional development.

10. Introduction to ongoing projects and priorities: The economist should be briefed on the ongoing projects and priorities within the finance department. This task helps the economist understand the immediate focus areas and align their work accordingly.

11. Introduction to company’s clients and partners: The economist should be introduced to the company’s clients and partners, especially those relevant to their role. This task helps the economist understand the external stakeholders and their expectations.

12. Review of company’s financial statements: The economist should review the company’s financial statements, including balance sheets, income statements, and cash flow statements. This task provides the economist with a comprehensive understanding of the company’s financial health.

13. Collaboration with other departments: The economist should collaborate with other departments, such as marketing, sales, or operations, to understand their needs and provide financial insights. This task fosters cross-functional collaboration and a holistic understanding of the business.

14. Performance evaluation and goal setting: The economist should participate in a performance evaluation process and set goals for their professional development. This task helps the economist track their progress and align their objectives with the company’s overall goals.

15. Ongoing professional development opportunities: The economist should be provided with ongoing professional development opportunities, such as training programs, conferences, or workshops. This task ensures that the economist stays updated with industry trends and enhances their skills.

16. Regular check-ins with supervisor: The economist should have regular check-ins with their supervisor to discuss progress, address any challenges, and receive feedback. This task promotes open communication and supports the economist’s growth within the company.

17. Introduction to company’s research methodologies: The economist should be introduced to the company’s research methodologies, including data collection techniques, statistical analysis methods, and modeling approaches. This task ensures that the economist follows standardized research practices.

18. Participation in team meetings and brainstorming sessions: The economist should actively participate in team meetings and brainstorming sessions to contribute their insights and ideas. This task fosters a collaborative environment and encourages knowledge sharing.

19. Introduction to company’s risk management practices: The economist should be familiarized with the company’s risk management practices, including risk assessment, mitigation strategies, and compliance measures. This task ensures that the economist considers risk factors in their analysis and recommendations.

20. Introduction to company’s ethical guidelines: The economist should be provided with an overview of the company’s ethical guidelines and code of conduct. This task ensures that the economist adheres to ethical standards in their work and decision-making processes

Setting Up Your Employee Onboarding Process

From reading through the items in the example Economist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Economist up to speed and working well in your Finance 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.