IT & Software

Conducting Employee Check-ins

What do I discuss with my new accounting hire [specify role or responsibilities] during daily or weekly check-ins

What This Prompt Does

  • Provides a structured list of topics to cover during check-ins with new accounting hires based on their role and responsibilities.

  • Ensures consistent alignment between employee performance, training needs, and business priorities.

  • Helps identify early wins, roadblocks, and growth opportunities to support new team members' success.

Tips

  • Start each check-in with an open-ended question like “What’s going well this week?” or “Where do you need help?” to create psychological safety and encourage open dialogue.

  • Use a recurring framework such as “Progress, Priorities, and Problems” to streamline the conversation and make it predictable and productive.

  • Customize discussion points based on the employee’s role — for example, a bookkeeper might review reconciliations and deadlines, while a tax preparer could review client deliverables and regulatory changes.

  • Use these meetings not only for status updates but also for coaching, feedback, and recognition to build trust and boost morale.

  • Document key points and action items after each check-in to track performance over time and foster accountability.

Prompt

What do I discuss with my new accounting hire [specify role or responsibilities] during daily or weekly check-ins

How To Use The Prompt

Fill in the placeholders [EMPLOYEE ROLE], [CORE RESPONSIBILITIES], [FIRM PRIORITIES], and [CHECK-IN FREQUENCY] to tailor the prompt for your new hire’s situation.

Example Prompt:
"What do I discuss with my new accounting hire who is a Staff Accountant responsible for journal entries, reconciliations, and assisting with month-end close during weekly check-ins to ensure performance and early development?"

Example Input

INFORMATION ABOUT ME:

  • Employee Role: Junior Accountant

  • Responsibilities: Prepare daily journal entries, assist with client P&Ls, help reconcile accounts weekly

  • Firm Priorities: Improve financial accuracy and reporting timeliness

  • Check-In Frequency: Twice a week (Monday kickoff + Friday wrap-up)

  • Brand Voice: Supportive, clear, goal-driven

Additional Information

This ChatGPT prompt is a powerful assistant for accounting firm owners and managers who want to build stronger communication routines with new hires. It enables:

  • Faster integration and productivity through focused, supportive dialogue.

  • Early detection of training gaps, misaligned expectations, or process bottlenecks.

  • Clearer accountability, goal tracking, and cultural reinforcement.

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