Bookmaker Onboarding Checklist

Bookmaker Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Bookmaker starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Gambling onboarding experience or just need an onboarding checklist for your new Bookmaker, you’re in the right place. We’ve put together a sample Bookmaker onboarding checklist below and have created onboarding templates & resources to help.

Bookmaker Onboarding Checklist

1. Introduction to company policies and procedures: The new bookmaker should be provided with a comprehensive overview of the company’s policies and procedures, including those related to responsible gambling, customer service, and financial transactions. This task is typically performed by the HR department or a designated trainer.

2. Familiarization with gambling regulations: The bookmaker needs to understand the legal and regulatory framework governing the gambling industry. This includes learning about licensing requirements, compliance obligations, and responsible gambling guidelines. The company’s legal or compliance team usually handles this task.

3. Training on betting software and systems: The bookmaker should receive training on the betting software and systems used by the company. This includes learning how to create and manage betting markets, process bets, and generate reports. The IT department or a specialized trainer typically conducts this training.

4. Understanding odds and betting terminology: It is crucial for the bookmaker to have a solid understanding of odds and betting terminology to effectively communicate with customers and set accurate odds. This task can be performed by experienced bookmakers or trainers with expertise in odds calculation.

5. Learning about the company’s product offerings: The bookmaker should be familiarized with the various gambling products offered by the company, such as sports betting, casino games, or virtual sports. This includes understanding the rules, payout structures, and specific features of each product. The product management team or experienced colleagues can provide this information.

6. Shadowing experienced bookmakers: To gain practical knowledge and learn best practices, the new bookmaker should shadow experienced colleagues. This allows them to observe how to handle customer inquiries, manage risk, and make informed betting decisions. Senior bookmakers or mentors within the company can facilitate this task.

7. Understanding customer service protocols: The bookmaker should be trained on the company’s customer service protocols, including how to handle customer complaints, disputes, and responsible gambling concerns. This task is typically performed by the customer service department or trainers specialized in customer support.

8. Familiarization with payment and withdrawal processes: The bookmaker needs to understand the company’s payment and withdrawal processes, including accepted payment methods, transaction limits, and any associated fees. The finance or payments team can provide this information and offer training if necessary.

9. Compliance training: Given the regulated nature of the gambling industry, the bookmaker should receive training on compliance requirements, such as anti-money laundering (AML) and know-your-customer (KYC) procedures. The compliance team or designated trainers handle this task.

10. Introduction to responsible gambling initiatives: The bookmaker should be educated on responsible gambling initiatives and the company’s commitment to promoting responsible gambling practices. This includes understanding how to identify and assist customers with potential gambling-related issues. The responsible gambling team or trainers specialized in this area typically perform this task.

11. Familiarization with reporting and record-keeping requirements: The bookmaker should be trained on the company’s reporting and record-keeping requirements, including the documentation of bets, financial transactions, and customer interactions. The finance or operations team can provide guidance on these procedures.

12. Introduction to marketing and promotional activities: The bookmaker should be familiarized with the company’s marketing and promotional activities, including any ongoing campaigns or special offers. This allows them to effectively communicate these promotions to customers. The marketing department or designated trainers handle this task.

13. Understanding competition and market trends: The bookmaker should be provided with information on the competitive landscape and market trends within the gambling industry. This helps them stay informed about industry developments and make informed decisions. Market research teams or senior management can provide this information.

14. Introduction to internal communication channels: The bookmaker should be introduced to the company’s internal communication channels, such as email, messaging platforms, and intranet systems. This ensures effective communication within the organization. The IT department or HR team can assist with this task.

15. Ongoing professional development opportunities: The bookmaker should be informed about any ongoing professional development opportunities, such as industry conferences, training programs, or certifications. This encourages continuous learning and growth within the occupation. The HR department or senior management can provide this information

Setting Up Your Employee Onboarding Process

From reading through the items in the example Bookmaker checklist above, you’ll now have an idea of how you can apply best practices to getting your new Bookmaker up to speed and working well in your Gambling team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.