Pre-joining Guide

Build a Notion page to send to candidates before they join UpSlide

Instructions: Create a Notion page to share with candidates preparing to join UpSlide. The objective is to introduce the importance of Financial Services knowledge at UpSlide, set expectations ahead of onboarding, and explain how this knowledge supports success in their role.

The page should also clarify that completing the related learning path is now part of the probation requirements, while highlighting the resources and support available to help them succeed.

What your Notion page must cover

Why Financial Services knowledge is essential at UpSlide, and how it impacts day-to-day work (Use the content from this hub to build the narrative and examples.)
A short overview of our 3 core verticals (IB, FA, PE): who they are, what they do, what they care about
The learning resources available upon joining: training videos, Notion industry pages, demo materials, exercises
Expectations for the first three months: completion of the required exercises and learning modules as part of onboarding and probation success criteria

Submit your Notion page link

Once your Notion page is complete, paste the link below. Make sure sharing is enabled so candidates can access it.