Estandarización de la capacitación para nuevos practicantes de scotiagbs en Accounts Payable Colombia y república dominicana

Abstract

This report analyzes the experience gained in the Financial Services Expense Accounts area, focusing on a recurring issue: the lack of standardization in staff training and documentation related to invoice processing and recording. This gap made knowledge transfer more difficult, an obstacle that became more significant with the arrival of new trainers or changes within the teams. The SWOT analysis confirmed the need for the department to have practical tools that allow employees to easily access and understand established procedures. As a result, an action plan was developed, focused on creating audiovisual training materials and updating existing manuals. All content was organized step by step, detailing the tasks, key tools, and essential operational controls required to perform each activity accurately and efficiently. The intervention covered the processing of corporate credit cards, travel expense advances, reimbursements, and invoice recording for operations in Colombia and the Dominican Republic. In addition to organizing the knowledge acquired during the internship, these resources provided a solid foundation for ongoing training. This resulted in less dependence on in-person support, faster onboarding of new employees, and documentation that can be easily updated to reflect future operational changes.