Township Clerk Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Township Clerk. We’ll look at the employee onboarding process/steps you can add to your own reusable Township Clerk checklist.

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Township Clerk Onboarding Process

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

Township Clerk Onboarding Checklist

1. Introduction to the organization: The Township Clerk should be provided with a comprehensive introduction to the organization, including its mission, values, and structure. This task is typically performed by the Human Resources department or a designated supervisor.

2. Familiarization with policies and procedures: The Township Clerk should receive a thorough overview of the organization’s policies and procedures, including those related to record-keeping, financial management, and public meetings. This task is usually performed by the Human Resources department or a designated supervisor.

3. Training on relevant software and systems: The Township Clerk should be trained on any software or systems used for tasks such as managing elections, maintaining records, or processing permits. This training is typically conducted by the IT department or a designated trainer.

4. Introduction to key stakeholders: The Township Clerk should be introduced to key stakeholders within the organization, such as the Township Supervisor, Board of Trustees, and other department heads. This task is usually performed by the Township Supervisor or a designated supervisor.

5. Review of legal requirements and regulations: The Township Clerk should receive a comprehensive review of the legal requirements and regulations that govern their role, including those related to elections, public records, and open meetings. This task is typically performed by the Township Attorney or a designated legal advisor.

6. Shadowing experienced Township Clerk: The new Township Clerk should have the opportunity to shadow an experienced colleague to gain practical insights into the day-to-day responsibilities of the role. This task is usually coordinated by the Township Supervisor or a designated supervisor.

7. Introduction to community organizations and partners: The Township Clerk should be introduced to community organizations and partners that the township collaborates with, such as local businesses, schools, and non-profit organizations. This task is typically performed by the Township Supervisor or a designated supervisor.

8. Review of budgeting and financial management processes: The Township Clerk should receive a thorough review of the organization’s budgeting and financial management processes, including how to prepare and monitor budgets, process invoices, and manage payroll. This task is usually performed by the Finance department or a designated supervisor.

9. Training on public meeting procedures: The Township Clerk should receive training on the proper procedures for conducting public meetings, including how to create agendas, record minutes, and facilitate public participation. This training is typically provided by the Township Supervisor or a designated trainer.

10. Introduction to relevant state and federal agencies: The Township Clerk should be introduced to relevant state and federal agencies that they may need to interact with, such as the Secretary of State’s office or the Department of Revenue. This task is usually performed by the Township Supervisor or a designated supervisor.

11. Review of record-keeping and document management processes: The Township Clerk should receive a thorough review of the organization’s record-keeping and document management processes, including how to maintain and archive records in compliance with legal requirements. This task is typically performed by the Township Clerk’s office staff or a designated supervisor.

12. Training on election administration: If the Township Clerk is responsible for managing elections, they should receive training on election administration, including voter registration, ballot preparation, and reporting requirements. This training is typically provided by the County Clerk’s office or a designated trainer.

13. Introduction to emergency management procedures: The Township Clerk should be introduced to the organization’s emergency management procedures, including how to coordinate with emergency response agencies and communicate with the public during emergencies. This task is usually performed by the Emergency Management department or a designated supervisor.

14. Review of ethics and conflict of interest policies: The Township Clerk should receive a thorough review of the organization’s ethics and conflict of interest policies, including how to identify and address potential conflicts of interest. This task is typically performed by the Human Resources department or a designated supervisor.

15. Introduction to public relations and communication strategies: The Township Clerk should be introduced to the organization’s public relations and communication strategies, including how to effectively communicate with the public, media, and other stakeholders. This task is usually performed by the Public Relations department or a designated supervisor

Setting Up Your Employee Onboarding Process

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

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