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Employee onboarding

Coldwater Harbor Bancorp · Employee onboarding · Duluth, MN

Kevin Doyle runs HR at Coldwater Harbor Bancorp, a regional bank with six offices, and uses this to give every new hire the same first-30-days checklist so no badge, login or compliance course is forgotten.

Staffing and HRTeam and HRChecklists4 tables · 5 views · 1 form · 1 dimension set · 1 checklist · 1 notification · 1 agent
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Start dates

New hires
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2Gwendolyn Thackwell-Okoye
3
4
5
6
7
8
9
10
11
12Oriel Washington-Lindqvist
13
14Marlowe Castellanos-Hurd
15
16
17
18
19Rhys Pendleton-Osei
20
21Dashiell Rowntree-Ibe
22
23Wilhelmina Tuckerman-Sy
24
25
26Aurelia Brandt-Kimathi
27
28
29
30Marguerite Penhallow-Sakai
31

Tables

New hires

30 sample rows · 17 columns

Everyone joining the bank: their job, branch, start date and the setup that has to be finished before and after day one.

NameJobBranchManagerStartsStatusBackground check
Cornelia Haldane-AbaraMortgage OfficerDowntown DuluthHartley Boone-CastellanNov 16, 2026Pre-boardingPending
Tobiah Ellsworth-NakamuraLoan ProcessorOperations CenterTamsin Kovalenko-ReidNov 9, 2026Pre-boardingCleared
Ismene Fairchild-DlaminiTellerCloquetLucian Ashworth-DubeNov 2, 2026Pre-boardingCleared
Marguerite Penhallow-SakaiPersonal BankerDowntown DuluthHartley Boone-CastellanOct 30, 2026WithdrawnPending
Aurelia Brandt-KimathiTellerDowntown DuluthHartley Boone-CastellanOct 26, 2026Pre-boardingCleared
Wilhelmina Tuckerman-SyOperations AnalystOperations CenterTamsin Kovalenko-ReidOct 23, 2026Pre-boardingCleared
Dashiell Rowntree-IbeTellerSuperior CrossingOdette Ferrante-MbekiOct 21, 2026WithdrawnPending
Rhys Pendleton-OseiPersonal BankerHermantownPriscilla Okamura-LundOct 19, 2026Pre-boardingPending
Marlowe Castellanos-HurdFraud AnalystOperations CenterTamsin Kovalenko-ReidOct 14, 2026Pre-boardingNeeds review
Oriel Washington-LindqvistCompliance AnalystOperations CenterTamsin Kovalenko-ReidOct 12, 2026Pre-boardingPending
Gwendolyn Thackwell-OkoyeTellerSuperior CrossingOdette Ferrante-MbekiOct 2, 2026In first 30 daysCleared
Ezekiel Strand-TavaresPersonal BankerDowntown DuluthHartley Boone-CastellanSep 29, 2026In first 30 daysCleared

18 more rows

Branches

6 sample rows · 5 columns

The bank's offices and the operations center where new hires report.

BranchCityBranch managerNew hires
Downtown DuluthDuluthHartley Boone-CastellanAurelia Brandt-Kimathi, Cornelia Haldane-Abara, Ezekiel Strand-Tavares, Seraphina Dunmore-Ito, Bernadine Holloway-Eze, Marguerite Penhallow-Sakai
Superior CrossingSuperiorOdette Ferrante-MbekiGwendolyn Thackwell-Okoye, Evander Pennywell-Baptiste, Peregrine Whitlock-Sato, Dashiell Rowntree-Ibe
Two HarborsTwo HarborsWendell Sorensen-AdeyemiMatilda Orsini-Benítez, Annelise Rothwell-Fagan, Lysander Whitfield-Cho
HermantownHermantownPriscilla Okamura-LundRhys Pendleton-Osei, Leander Ravenscroft-Ndlovu, Honoria Delacourt-Oyelaran
CloquetCloquetLucian Ashworth-DubeIsmene Fairchild-Dlamini, Rosamund Gallagher-Yoon, Ottilie Kensington-Bello
Operations CenterDuluthTamsin Kovalenko-ReidTobiah Ellsworth-Nakamura, Marlowe Castellanos-Hurd, Wilhelmina Tuckerman-Sy, Oriel Washington-Lindqvist, Philippa Harcourt-Vo, Cassian Voss-Mwangi, Delphine Ashby-Kurosawa, Jonah Treadwell-Achebe, Silvanus Greer-Mukherjee, Crispin Abernathy-Roque, Clementine Auberon-Tshabalala

Required courses

44 sample rows · 6 columns

The compliance courses every new hire must finish, with when each is due and when it was done.

Course for hireCourseNew hireDueCompletedStatus
Clementine — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingClementine Auberon-TshabalalaJun 21, 2026Jun 13, 2026Complete
Clementine — workplace conductWorkplace conductClementine Auberon-TshabalalaJun 28, 2026Jun 17, 2026Complete
Lysander — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingLysander Whitfield-ChoJul 11, 2026Jul 3, 2026Complete
Lysander — fair lendingFair lendingLysander Whitfield-ChoJul 18, 2026Jul 7, 2026Complete
Bernadine — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingBernadine Holloway-EzeJul 21, 2026Jul 13, 2026Complete
Bernadine — customer privacyCustomer privacyBernadine Holloway-EzeJul 28, 2026Jul 17, 2026Complete
Crispin — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingCrispin Abernathy-RoqueAug 5, 2026Jul 28, 2026Complete
Crispin — information security basicsInformation security basicsCrispin Abernathy-RoqueAug 12, 2026Aug 1, 2026Complete
Ottilie — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingOttilie Kensington-BelloAug 20, 2026Aug 12, 2026Complete
Ottilie — workplace conductWorkplace conductOttilie Kensington-BelloAug 27, 2026Aug 16, 2026Complete
Silvanus — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingSilvanus Greer-MukherjeeAug 28, 2026Aug 20, 2026Complete
Honoria — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingHonoria Delacourt-OyelaranSep 4, 2026Aug 27, 2026Complete

32 more rows

Forms and booking

New hire details

Form
New hire detailsThe page a new hire opens before day one to confirm how HR should reach them.
What name should go on your badge? *
Which email do you check before your first day?
What mobile number can your manager text?
Send to HR

Also included

  • First 30 daysChecklist
  • New hire addedNotificationTells the IT service desk the moment a hire is added so the laptop is ready before day one.

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