Onboarding Start

 

A confident foundation for independent firms and SME's who want to onboard well.

 

Perfect for:

 
Independent accountancy firms, small and medium enterprises or those hiring for the first time who want to make a strong, professional first impression without overcomplicating things.

 

Price:

£997  + VAT

 

'' Onboarding isn't a formality - it's the single biggest influence on whether your new hires stay, perform, and grow. ''

 

 

What's Included: 

 

1-Hour Onboarding Consultation

A one-to-one session with a ProTalent onboarding expert to:

  • Review your current approach (or create one from scratch)
  • Identify onboarding gaps or risks
  • Help set up your onboarding calendar for the first 30 days
  • Answer questions specific to your businesses needs

 

Branded Onboarding Checklist & Templates

Editable, easy-to-use documents tailored to the accountancy industry, including:

  • Pre-start checklist for hiring managers
  • First-day preparation list (tech, logins, workspace, etc.)
  • New starter onboarding timeline (Week 1 – Week 4)
  • Employer onboarding checklist – to ensure nothing falls through the cracks

All documents come in editable Word and Google Docs formats, with your logo and firm name added for a professional feel.

 

Candidate Welcome Pack (Digital PDF and/or Printed)

A ready-to-send pack that makes your new hire feel valued, informed, and prepared.

 

This includes: 

  • Personalised Welcome Email/Letter from the Director or Hiring Manager
  • Company Overview (values, mission, structure, key people, etc.)
  • "What to Expect" on Day One (arrival time, dress code, who they’ll meet, etc.)
  • Team Introduction Sheet with photos, roles, and fun facts (optional)
  • Office Info: parking, kitchen setup, lunch options, Wi-Fi details, etc.
  • Role Overview: a summary of the job and success expectations, etc.
  • Policies Summary: brief guide to key policies (holiday, probation, IT use)
  • FAQ for New Starters (e.g., who to speak to about training, time off, etc.)
  • Contact Cheat Sheet (HR contact, line manager, IT support, etc.)

We will always recommend a bonus option too!

 

30-Day New Starter Check-In Survey & Feedback Template

Send a branded survey after their first month to gather insights and ensure any concerns are addressed early. Includes:

  • Editable survey template
  • Questions for both the employee and the line manager
  • Consultation time with a ProTalent expert to identify and address early red flags
  • Instructions for analysing responses and identifying red flags

 

Editable Document Pack

A set of must-have onboarding tools, fully editable:

  • Welcome email/letter template (pre-written and ready to personalise)
  • First Week Review template (for manager and employee)
  • “What Good Looks Like” role clarity sheet (to set expectations early)
  • Essential compliance checklist (covering basic HR/documentation)

 

This package delivers everything an independent firm and SME needs to onboard confidently, successfully, and professionally,  with none of the overwhelm.