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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
1Delphine Ashby-Kurosawa
2
3
4Cassian Voss-Mwangi
5
6Matilda Orsini-Benítez
7
8
9Philippa Harcourt-Vo
10
11
12Ezekiel Strand-Tavares
13
14
15Gwendolyn Thackwell-Okoye
16
17
18
19
20
21
22
23
24
25Oriel Washington-Lindqvist
26
27Marlowe Castellanos-Hurd
28
29
30
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 29, 2026Pre-boardingPending
Tobiah Ellsworth-NakamuraLoan ProcessorOperations CenterTamsin Kovalenko-ReidNov 22, 2026Pre-boardingCleared
Ismene Fairchild-DlaminiTellerCloquetLucian Ashworth-DubeNov 15, 2026Pre-boardingCleared
Marguerite Penhallow-SakaiPersonal BankerDowntown DuluthHartley Boone-CastellanNov 12, 2026WithdrawnPending
Aurelia Brandt-KimathiTellerDowntown DuluthHartley Boone-CastellanNov 8, 2026Pre-boardingCleared
Wilhelmina Tuckerman-SyOperations AnalystOperations CenterTamsin Kovalenko-ReidNov 5, 2026Pre-boardingCleared
Dashiell Rowntree-IbeTellerSuperior CrossingOdette Ferrante-MbekiNov 3, 2026WithdrawnPending
Rhys Pendleton-OseiPersonal BankerHermantownPriscilla Okamura-LundNov 1, 2026Pre-boardingPending
Marlowe Castellanos-HurdFraud AnalystOperations CenterTamsin Kovalenko-ReidOct 27, 2026Pre-boardingNeeds review
Oriel Washington-LindqvistCompliance AnalystOperations CenterTamsin Kovalenko-ReidOct 25, 2026Pre-boardingPending
Gwendolyn Thackwell-OkoyeTellerSuperior CrossingOdette Ferrante-MbekiOct 15, 2026In first 30 daysCleared
Ezekiel Strand-TavaresPersonal BankerDowntown DuluthHartley Boone-CastellanOct 12, 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-TshabalalaJul 4, 2026Jun 26, 2026Complete
Clementine — workplace conductWorkplace conductClementine Auberon-TshabalalaJul 11, 2026Jun 30, 2026Complete
Lysander — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingLysander Whitfield-ChoJul 24, 2026Jul 16, 2026Complete
Lysander — fair lendingFair lendingLysander Whitfield-ChoJul 31, 2026Jul 20, 2026Complete
Bernadine — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingBernadine Holloway-EzeAug 3, 2026Jul 26, 2026Complete
Bernadine — customer privacyCustomer privacyBernadine Holloway-EzeAug 10, 2026Jul 30, 2026Complete
Crispin — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingCrispin Abernathy-RoqueAug 18, 2026Aug 10, 2026Complete
Crispin — information security basicsInformation security basicsCrispin Abernathy-RoqueAug 25, 2026Aug 14, 2026Complete
Ottilie — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingOttilie Kensington-BelloSep 2, 2026Aug 25, 2026Complete
Ottilie — workplace conductWorkplace conductOttilie Kensington-BelloSep 9, 2026Aug 29, 2026Complete
Silvanus — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingSilvanus Greer-MukherjeeSep 10, 2026Sep 2, 2026Complete
Honoria — bank secrecy and anti-money-launderingBank Secrecy and anti-money-launderingHonoria Delacourt-OyelaranSep 17, 2026Sep 9, 2026Complete

32 more rows

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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