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Credit Manager Onboarding Your guide from day one through ongoing development. 90-Day Journey GUIDE
CONTENTS Welcome & Pro Tips 90-Day Overview Week 1-2 Week 1-2 Week 3-4 Week 5-6 3 4 5 6 8 9 Week 7-8 9
Welcome This onboarding roadmap is designed to guide Credit associates and their managers through the onboarding journey – outlining learning, milestones and expectations from day one through ongoing development. Before You Begin 1. Download and save this guide in a location that works best for you to access often. 2. Download the learning tracker (insert link), which allows you and your manager to track progress. This workbook also contains commonly used worksheets you will need on your journey (ARI, CFM, & MARI). Pro Tips for Your First Weeks 1. Start where you are – not where you think you should be. 2. Write things down (future you will thank you). 3. If you’re stuck, ask – don’t spin. 4. Explore the tabs and your resources – this is your toolkit. 5. Small wins add up fast so celebrate them! Links to Bookmark • Bectran • Billtrust • Handle • D&B
90-Day Overview Days 1 – 60: Guided Foundations & Exposure This phase is guided by the My Progress tab and reflects typical onboarding exposure. Purpose: • Build exposure to core systems, processes, and tools • Develop familiarity, not mastery • Learn through observation, guided practice, and coaching Learning Usually Comes From: • Weekly Progress Tracker (this workbook) • Live training & shadowing • Manager coaching • Real scenarios with support Days 61 – 90: Applied Practice & Increasing Ownership You’re in the driver seat now. This roadmap is no longer the primary guide. Use it, as well as your leadership, peers and other provided resources as aids as you continue to dive in and get fully acclimated to your role. Purpose: • Applying judgment with less guidance • Managing work more independently • Reinforcing patterns learned in the first 60 days • Identifying gaps and asking targeted questions Learning Usually Comes From: • Day to day work in the role • Manager feedback and coaching • Review of real cases and outcomes • Peer-to-Peer mentoring/shadowing
Weeks 1-2
Weeks 1–2 Learning Resources Weeks 1–2 Learning Resources Each topic links to a learning resource. Objectives outline what to expect. Local Onboarding / Ferguson Foundations [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] The Ferguson Way [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Welcome Video [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Policy Library [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Trilogie Training [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] ARI [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Manager Onboarding | Weeks 1–2
Weeks 1–2 Learning Resources Weeks 1–2 Learning Resources Continued — systems and team resources to support your growth. Customer File Maintenance (CFM) [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Master Accounts Receivable (MARI) [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Services Team [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Manager Onboarding | Weeks 1–2
Weeks 3-4
Billtrust [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Cash App [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Weeks 3–4 Learning Resources Weeks 3–4 Learning Resources Pending Branch Money Management [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Refund Process & Review [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Manager Onboarding | Weeks 1–2
Weeks 5-6
Billtrust [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Bectran [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Weeks 5–6 Learning Resources Weeks 5–6 Learning Resources Pending Monthly Reporting & Month-end Processes [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Job Accounts & Day in the Life of Credit [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Manager Onboarding | Weeks 1–2
Weeks 7-8
Miscellaneous Items [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Bectran [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Weeks 7–8 Learning Resources Weeks 7–8 Learning Resources Pending Tax Certificate Management [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Tax Corrections [Brief description of this resource and how it supports your onboarding journey] Learning Objectives: • [Objective placeholder] • [Objective placeholder] • [Objective placeholder] Credit Manager Onboarding | Weeks 1–2