Free Sample Job Training Checklist

Week 1: Onboarding Essentials

• Introduction to Company Policies and Culture

• Review company mission, values, and goals

• Introduction to the company’s organizational structure

• Overview of HR policies (attendance, dress code, etc.)

• Complete required HR paperwork and benefits enrollment

• Health and Safety Protocols

• Review workplace health and safety policies

• Emergency procedures and exits

• Introduction to workplace safety equipment, if applicable

• IT and Systems Setup

• Set up company email and software logins

• Overview of software and tools used for daily tasks

• Training on cybersecurity and data protection protocols

• Role Introduction

• Job responsibilities overview

• Review of job performance expectations and goals

• Introduction to team members and key contacts

Weeks 2-3: Role-Specific Training

• Technical Skills Development

• Training on specific software, tools, or equipment

• Practice exercises or projects to build competence

• Troubleshooting and support resources overview

• Process and Workflow Familiarization

• Review daily, weekly, and monthly tasks

• Training on standard operating procedures (SOPs)

• Introduction to key reports and documentation practices

• Customer/Client Interaction (if applicable)

• Overview of customer service expectations

• Training on handling customer inquiries and issues

• Role-play or simulation exercises for client interactions

Weeks 4-6: Independent Practice and Evaluation

• Shadowing and Observation

• Observe team members performing specific tasks

• Take notes and ask questions for further clarification

• Hands-On Practice

• Complete assigned tasks with supervision

• Receive and apply feedback from the supervisor

• Gradually transition to handling tasks independently

• Progress Evaluation

• Weekly check-in with supervisor to review progress

• Address challenges and areas for improvement

• Adjust training as needed based on performance

Week 7-8: Review and Final Evaluation

• Performance Review

• Review progress against initial goals and expectations

• Receive feedback and set goals for continued development

• Additional Training or Support (if needed)

• Identify areas for improvement or additional training needs

• Schedule follow-up training sessions as necessary

• Certification of Completion

• Confirm completion of all required training modules

• Sign-off by employee, trainer, and supervisor

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