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Onboarding and Offboarding Checklists for the Waterdeep Trading Company

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June 26, 2025
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Welcoming a new employee or saying farewell to a departing team member is more than just a formality. These are moments that define the culture of your organization. The Waterdeep Trading Company takes these transitions seriously, ensuring that every arrival is smooth and every departure is dignified.

A consistent onboarding and offboarding process strengthens team cohesion, protects company assets, ensures compliance, and builds goodwill that lasts long after someone has left the building.

Here are the standard checklists used throughout the Company to manage those transitions with care and precision.

Onboarding Checklist

The onboarding checklist guides teams through every step required to welcome a new employee. It begins before the employee arrives with workspace preparation and system access. It continues with training, orientation, mentorship, and administrative setup. The process ensures new hires feel equipped, included, and empowered from their very first day.

Offboarding Checklist

The offboarding checklist ensures a smooth and compliant transition when an employee leaves. It includes communication, knowledge handover, security and asset recovery, and exit processing. It is designed to protect the company, preserve knowledge, and honor the employee’s contributions while maintaining a positive relationship for the future.

 Closing Thought

A checklist is more than a list of tasks. It is a reflection of how much we value each person who passes through our gates. From the newest hire to the longest-serving veteran, every employee deserves a process that respects their contribution and prepares them for what comes next.

These checklists are not only tools for compliance but symbols of commitment to fairness, consistency, and the long-standing traditions of excellence that define the Waterdeep Trading Company.

To view the full company guidebook, visit adnd365.com/start. For access to the public demo and templates, log in at https://public.adnd365.com with:

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Let every beginning feel like a welcome, and every farewell carry our thanks.

Tracking Mentorships in Faerûn: How the Waterdeep Trading Company Uses Dynamics 365 Human Resources

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May 30, 2025
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Mentorship in Faerûn is not a luxury. It is a necessity. From guild apprenticeships to arcane tutelage, structured knowledge sharing ensures the continuity of craft, character, and commerce. At the Waterdeep Trading Company, mentoring is formalized and tracked using Dynamics 365 Human Resources, transforming tradition into a measurable, strategic advantage.

Why Mentorship is Critical to the Company

In an operation as complex as the Waterdeep Trading Company, mentoring helps:

  • Reduce onboarding time for new hires
  • Prepare junior employees for leadership roles
  • Transfer critical knowledge from senior specialists
  • Reinforce guild-aligned values and conduct

Rather than rely on informal mentorships, the company uses Dynamics 365 to make these relationships visible and accountable.

Configuring Mentorships in Dynamics 365 Human Resources

Waterdeep’s HR team manages mentorships through the Employee Development workspace. The key components include:

Assigning Roles

Each participant is given a mentorship role, such as:

  • Mentor: Magical Goods Logistics
  • Protégé: Export Customs and Seafaring Law

These are linked to employee records for visibility in their development plans.

Creating Programs

Programs like Arcane Inventory Excellence or Trade Negotiation Bootcamp can group participants by focus area or department. Each program includes objectives, duration, and suggested mentor-protégé pairings.

Scheduling Sessions

Mentorship sessions are scheduled as recurring activities with dates, goals, and progress fields. They appear in each employee’s timeline and can be logged for compliance or reporting.

Real Examples from Employee Notes

Performance Goals in Mentoring Programs

Every mentorship program includes a set of clearly defined performance goals, which are linked to the employee’s development plan and appraisal review. Examples include:

Measuring Success

Mentorship is not just about good intentions. Dynamics 365 helps turn qualitative progress into quantitative insight.

These measurements are tracked in the Performance and Development area, feeding directly into compensation review, succession planning, and certification tracking.

Conclusion

Mentoring in Faerûn is serious business. By integrating it into Dynamics 365 Human Resources, the Waterdeep Trading Company transforms mentorship from informal guidance to a structured development engine. Whether it is onboarding a new dockhand or preparing the next Director of Trade Routes, the system ensures every session is meaningful and measurable.

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How the Waterdeep Trading Company Streamlines New Employee Onboarding with Dynamics 365

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May 29, 2025
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In a realm teeming with dragonfire hazards, magical regulations, and the occasional spontaneous planar rift, the idea of structured onboarding might seem like a low priority. But not for the Waterdeep Trading Company.

Whether you’re a seasoned mage joining the Arcane Logistics Division or a young dockworker hired by the Faerûn Dockworkers Federation to unload casks from Chult, starting a new job should never feel like being thrown into a gelatinous cube. That’s why Greta Ironfist, owner and visionary behind the Waterdeep Trading Company, implemented a comprehensive HR Onboarding Task Framework using Microsoft Dynamics 365 Human Resources.

Why Onboarding Matters in Faerûn

Onboarding in Faerûn isn’t just about setting up a workstation—it’s about surviving it. Misfile a wand shipment, and you might release a burst of wild magic. Confuse inventory from the Thayan Enclave with goods bound for Silverymoon? That’s not just a mistake, that’s a diplomatic incident.

At the Waterdeep Trading Company, onboarding serves three key purposes:

  1. Knowledge Transfer from veteran guild members to recruits.
  2. Compliance with guild and arcane trade laws.
  3. Role Readiness to ensure employees can handle enchanted inventory, volatile goods, and guild hierarchy expectations.

Structured Tasks = Faster Ramp-Up

Dynamics 365 Human Resources allows WDTC to predefine task sequences for each new hire. These are not just checkboxes—they’re embedded experiences.

Here’s a look at the onboarding task structure:

Faerûn-Style Training Modules

The onboarding experience reflects the company’s deep integration with the culture and industries of Faerûn. Employees don’t just learn about spreadsheets and supply chains—they learn how to navigate a magically active, politically sensitive, and guild-controlled economy.

Some examples include:

These aren’t optional. They’re required by Waterdeep City Law and audited regularly by the Watchful Order of Magists and Protectors.

Automated, Personalized, and Role-Aware

Using Dynamics 365’s Onboarding Templates, the HR team tailors onboarding for various job families:

  • Warehouse Operatives get put on directed training paths that include enchanted lockpick safety.
  • Potion Engineers start with regulatory training on labeling and transmutation safety.
  • Merchant Liaison Officers receive cultural sensitivity training for dealing with nobility and underworld contacts alike.

Automated reminders and approvals ensure no task slips through the cracks, and hiring managers can track progress with real-time dashboards—whether they’re at the Castle Ward HQ or visiting the Daggerford outpost.

Results That Scale with Adventure

Since implementing the onboarding task framework, the Waterdeep Trading Company has seen:

  • 32% faster ramp-up for new logistics recruits
  • Reduced guild violations and near elimination of compliance fines
  • Improved inter-departmental collaboration, especially between Procurement and Alchemy

More importantly, new employees feel like part of something epic from day one. And in a world where your next delivery might be to a necropolis or through an active war zone, that sense of purpose and preparedness makes all the difference.

Want to implement this in your own Faerûnian operation?

Pick up the guides at adnd365.com/start and access the public demo database at https://public.adnd365.com using:

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Your next hire deserves more than a rusty scroll rack—they deserve a proper onboarding.