Equipment Hire Manager Onboarding Checklist

Equipment Hire Manager Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Equipment Hire Manager 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 Operations onboarding experience or just need an onboarding checklist for your new Equipment Hire Manager, you’re in the right place. We’ve put together a sample Equipment Hire Manager onboarding checklist below and have created onboarding templates & resources to help.

Equipment Hire Manager Onboarding Checklist

1. Introduction to company policies and procedures: The new Equipment Hire Manager should be provided with a comprehensive overview of the company’s policies and procedures. This includes understanding the code of conduct, safety protocols, and any specific guidelines related to equipment hire operations. The Human Resources department is responsible for conducting this task.

2. Familiarization with equipment inventory: The new hire should be given a detailed introduction to the company’s equipment inventory. This involves understanding the different types of equipment available, their specifications, and their intended uses. The Equipment Manager or a senior team member in the operations department typically performs this task.

3. Training on equipment rental software: Since equipment hire operations often involve the use of specialized software for managing inventory, reservations, and billing, the new Equipment Hire Manager should receive training on the company’s software system. This training is usually conducted by the IT department or a designated software trainer.

4. Understanding rental pricing and contracts: The new hire should be educated on the company’s pricing structure for equipment rentals, including any discounts or special rates. They should also be familiarized with the process of drafting rental contracts, including terms and conditions, insurance requirements, and payment terms. The Sales or Operations Manager typically provides this training.

5. Safety training and certifications: Given the nature of the equipment hire industry, safety is of utmost importance. The new Equipment Hire Manager should undergo comprehensive safety training, including understanding safety protocols, emergency procedures, and the proper use of personal protective equipment. This training is typically conducted by the Health and Safety department or a designated safety officer.

6. Introduction to maintenance and repair processes: The new hire should be introduced to the company’s maintenance and repair processes for equipment. This includes understanding how to schedule routine maintenance, identify potential issues, and coordinate repairs. The Maintenance Manager or a senior technician in the operations department usually performs this task.

7. Familiarization with customer service procedures: As an Equipment Hire Manager, providing excellent customer service is crucial. The new hire should be familiarized with the company’s customer service procedures, including how to handle inquiries, process reservations, and address customer complaints. The Customer Service Manager or a senior team member in the operations department typically provides this training.

8. Networking with key stakeholders: The new Equipment Hire Manager should be introduced to key stakeholders within the company, such as the Operations Manager, Sales Manager, Maintenance Manager, and Finance Manager. This allows them to establish relationships, understand their roles, and collaborate effectively. The Operations Manager or a designated mentor typically facilitates these introductions.

9. Understanding financial processes: The new hire should receive training on the company’s financial processes related to equipment hire operations. This includes understanding how to generate invoices, process payments, and manage accounts receivable. The Finance Manager or a designated finance team member typically provides this training.

10. Shadowing experienced team members: To gain practical knowledge and learn the intricacies of the role, the new Equipment Hire Manager should have the opportunity to shadow experienced team members. This allows them to observe and learn from experienced professionals, understand day-to-day operations, and gain hands-on experience. This task is typically coordinated by the Operations Manager or a designated mentor

Setting Up Your Employee Onboarding Process

From reading through the items in the example Equipment Hire Manager checklist above, you’ll now have an idea of how you can apply best practices to getting your new Equipment Hire Manager up to speed and working well in your Operations 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.