Superannuation Funds Manager Onboarding Checklist

Superannuation Funds Manager Onboarding Process

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

Superannuation Funds Manager 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 new Superannuation Funds Manager understand the organization’s core principles and align their work accordingly.

2. Orientation to company policies and procedures: The HR department should conduct a comprehensive orientation session to familiarize the Superannuation Funds Manager with the company’s policies, procedures, and code of conduct. This task ensures that the new employee understands the guidelines and regulations they need to adhere to while performing their duties.

3. Introduction to team members and key stakeholders: The immediate supervisor or team lead should introduce the Superannuation Funds Manager to their team members and key stakeholders within the organization. This task facilitates relationship building and helps the new employee understand the roles and responsibilities of their colleagues.

4. Review of job description and performance expectations: The immediate supervisor or HR department should review the Superannuation Funds Manager’s job description, outlining their responsibilities, performance expectations, and key performance indicators. This task ensures clarity regarding the role and sets the foundation for performance management.

5. Training on company-specific software and systems: The IT department or designated trainers should provide training on the company’s specific software and systems used for managing superannuation funds. This task equips the new employee with the necessary technical skills to perform their job efficiently.

6. Familiarization with industry regulations and compliance requirements: The compliance department or subject matter experts should provide an overview of the industry regulations and compliance requirements relevant to superannuation funds management. This task ensures that the Superannuation Funds Manager understands the legal and regulatory framework they need to operate within.

7. Review of existing client portfolios and investment strategies: The Superannuation Funds Manager’s supervisor or a senior team member should provide a comprehensive review of existing client portfolios and investment strategies. This task helps the new employee understand the current state of affairs and enables them to contribute effectively to client management.

8. Introduction to internal reporting and communication processes: The supervisor or a designated team member should explain the internal reporting and communication processes within the organization. This task ensures that the Superannuation Funds Manager understands how to communicate updates, progress, and issues to relevant stakeholders.

9. Shadowing experienced team members: The Superannuation Funds Manager should have the opportunity to shadow experienced team members to gain practical insights into their day-to-day tasks and responsibilities. This task allows the new employee to observe best practices and learn from experienced professionals.

10. Review of risk management and mitigation strategies: The risk management department or designated experts should provide an overview of the company’s risk management and mitigation strategies. This task helps the Superannuation Funds Manager understand the importance of risk management and how it applies to their role.

11. Introduction to performance evaluation and career development opportunities: The HR department or supervisor should explain the performance evaluation process and discuss career development opportunities available within the organization. This task helps the Superannuation Funds Manager understand how their performance will be assessed and how they can grow professionally.

12. Introduction to external stakeholders and industry networks: The Superannuation Funds Manager should be introduced to external stakeholders, such as clients, industry associations, and regulatory bodies. This task facilitates relationship building and helps the new employee understand the broader industry landscape.

13. Review of ethical considerations and conflicts of interest: The compliance department or designated experts should provide guidance on ethical considerations and conflicts of interest that may arise in the Superannuation Funds Manager’s role. This task ensures that the new employee understands the importance of ethical conduct and how to navigate potential conflicts.

14. Introduction to company benefits and employee support programs: The HR department should provide an overview of the company’s benefits package and employee support programs, such as health insurance, retirement plans, employee assistance programs, and professional development opportunities. This task ensures that the Superannuation Funds Manager is aware of the benefits and resources available to them.

15. Ongoing mentorship and support: The supervisor or a designated mentor should provide ongoing mentorship and support to the Superannuation Funds Manager, helping them navigate their role, address challenges, and grow professionally. This task ensures that the new employee feels supported and has access to guidance throughout their onboarding journey

Setting Up Your Employee Onboarding Process

From reading through the items in the example Superannuation Funds Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Superannuation Funds Manager 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.