New tradesperson onboarding checklist
Onboarding checklist template
- Employee
- Role
- Start date
- Buddy or manager
Onboarding
From the signed offer to working alone
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before day 1 | ||||
| Check their trade licence, tickets and driving licence, as the role requires | Before day 1 | |||
| Complete the contract, tax and pay details, and any apprenticeship paperwork | Before day 1 | |||
| Order their uniform, protective equipment and phone | Before day 1 | |||
| Day 1 | ||||
| Introduce them to the team, their supervisor and who they’ll ride with | Day 1 | |||
| Hand over the vehicle and tool kit, and walk through the weekly check | Day 1 | |||
| Do the general safety induction, including how to report an incident | Day 1 | |||
| Week 1 | ||||
| Show how jobs are booked, quoted and recorded in the job software | Week 1 | |||
| Explain the job completion checklist and the customer walkthrough | Week 1 | |||
| Explain how to handle customers, keys, pets and property respectfully | Week 1 | |||
| Supervised jobs | ||||
| Shadow an experienced tradesperson on each common job type | Weeks 2 to 6 | |||
| Do each job type under supervision, with the supervisor checking the work | Weeks 2 to 6 | |||
| Sign them off on each job type they can do alone, and record itKeep a list of signed-off job types, so bookings only send them to work they can do. | Weeks 2 to 6 | |||
| End of probation | ||||
| Review their work, call-backs and customer feedback with them | End of probation | |||
| Agree the next job types to train on, and any courses or tickets | End of probation | |||
- Completed by
- Checked by (manager)
- Date
- Notes
