Construction Job Cost Estimator Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Construction Job Cost Estimator 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 Construction onboarding experience or just need an onboarding checklist for your new Construction Job Cost Estimator, you’re in the right place. We’ve put together a sample Construction Job Cost Estimator onboarding checklist below and have created onboarding templates & resources to help.
Construction Job Cost Estimator Onboarding Checklist
1. Introduction to company policies and procedures: The task involves providing the new construction job cost estimator with a comprehensive overview of the company’s policies and procedures. This includes familiarizing them with the employee handbook, safety protocols, and any other relevant guidelines. The human resources department or a designated representative typically performs this task.
2. Introduction to the company’s organizational structure: This task involves introducing the new construction job cost estimator to the company’s organizational structure. They should be provided with an organizational chart that outlines the different departments, their functions, and key personnel. This task is usually performed by the human resources department or a supervisor.
3. Introduction to the construction team: The new construction job cost estimator should be introduced to the construction team they will be working with. This includes meeting project managers, site supervisors, and other team members. The supervisor or project manager typically performs this task.
4. Familiarization with construction software and tools: Construction job cost estimators rely on various software and tools to perform their tasks efficiently. This task involves providing the new estimator with training on the specific software and tools used by the company. This training is typically conducted by a senior estimator or a designated IT representative.
5. Review of project documentation: The new construction job cost estimator should be given access to relevant project documentation, such as architectural plans, specifications, and contracts. They should be guided through the process of reviewing these documents to gain a comprehensive understanding of the project requirements. This task is usually performed by a senior estimator or project manager.
6. Shadowing experienced estimators: To gain practical knowledge and learn the company’s specific estimating processes, the new construction job cost estimator should be given the opportunity to shadow experienced estimators. This allows them to observe and learn from experienced professionals in real-world scenarios. This task is typically coordinated by a senior estimator or project manager.
7. Introduction to cost estimating software: Construction job cost estimators often use specialized software for accurate and efficient cost estimation. This task involves providing the new estimator with training on the company’s preferred cost estimating software. A senior estimator or designated IT representative usually performs this task.
8. Review of historical cost data: The new construction job cost estimator should be given access to the company’s historical cost data, including past projects and their associated costs. This allows them to analyze trends, identify cost drivers, and make informed estimates. A senior estimator or project manager typically guides the new estimator through this task.
9. Introduction to subcontractors and suppliers: Construction job cost estimators often work closely with subcontractors and suppliers. This task involves introducing the new estimator to the company’s preferred subcontractors and suppliers, providing them with contact information and explaining the procurement process. This task is typically performed by a project manager or procurement specialist.
10. Training on company-specific estimating procedures: Each construction company may have its own unique estimating procedures and methodologies. This task involves providing the new construction job cost estimator with training on the company’s specific estimating procedures, including how to prepare estimates, submit bids, and track costs. A senior estimator or project manager usually performs this task.
11. Introduction to project management software: Construction job cost estimators often collaborate with project managers using project management software. This task involves providing the new estimator with training on the company’s preferred project management software, including how to access project information, update progress, and communicate with the project team. A project manager or designated IT representative typically performs this task.
12. Safety training: Construction job cost estimators need to be aware of safety protocols and regulations to ensure a safe working environment. This task involves providing the new estimator with safety training, including information on personal protective equipment, emergency procedures, and hazard identification. The company’s safety officer or a designated safety trainer typically performs this task.
13. Introduction to company culture and values: To foster a sense of belonging and alignment with the company’s culture, the new construction job cost estimator should be introduced to the company’s values, mission, and vision. This task involves explaining the company’s core values, work ethics, and expectations. The human resources department or a designated representative typically performs this task.
14. Performance expectations and goal setting: The new construction job cost estimator should have a clear understanding of their performance expectations and goals. This task involves setting performance objectives, discussing key performance indicators, and establishing a performance review schedule. The supervisor or project manager typically performs this task.
15. Introduction to company benefits and perks: The new construction job cost estimator should be provided with information about the company’s benefits and perks, such as health insurance, retirement plans, vacation policies, and employee assistance programs. This task is typically performed by the human resources department or a designated representative.
16. Introduction to company communication channels: Effective communication is crucial in construction projects. This task involves introducing the new construction job cost estimator to the company’s communication channels, such as email systems, project management software, and internal messaging platforms. A project manager or designated IT representative typically performs this task.
17. Ongoing professional development opportunities: To support the growth and development of the new construction job cost estimator, they should be informed about ongoing professional development opportunities, such as training programs, industry conferences, and certifications. The human resources department or a designated representative typically provides this information.
18. Introduction to company reporting and documentation requirements: Construction job cost estimators are often required to provide reports and documentation related to their estimates and cost tracking. This task involves familiarizing the new estimator with the company’s reporting and documentation requirements, including templates, deadlines, and approval processes. A senior estimator or project manager typically performs this task.
19. Introduction to company quality control procedures: Construction job cost estimators play a role in ensuring quality control by accurately estimating costs and adhering to project requirements. This task involves introducing the new estimator to the company’s quality control procedures, including how to identify and address potential quality issues. A senior estimator or project manager typically performs this task.
20. Introduction to company sustainability initiatives: Many construction companies have sustainability initiatives in place to minimize environmental impact. This task involves introducing the new construction job cost estimator to the company’s sustainability initiatives, including recycling programs, energy-efficient practices, and green building certifications. A sustainability officer or designated representative typically performs this task
Setting Up Your Employee Onboarding Process
From reading through the items in the example Construction Job Cost Estimator checklist above, you’ll now have an idea of how you can apply best practices to getting your new Construction Job Cost Estimator up to speed and working well in your Construction 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.