Expeditor Onboarding Checklist

Expeditor Onboarding Process

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

Expeditor Onboarding Checklist

1. Introduction to company policies and procedures: The expeditor should be provided with a comprehensive overview of the company’s policies and procedures, including safety protocols, quality standards, and ethical guidelines. This task is typically performed by the HR department or a designated trainer.

2. Familiarization with company culture: The expeditor should be introduced to the company’s culture, values, and mission. This includes understanding the company’s work environment, team dynamics, and communication channels. The task of familiarizing the expeditor with the company culture is usually performed by the HR department or a mentor within the team.

3. Orientation to the logistics industry: Since the expeditor works in the logistics industry, it is crucial to provide them with an orientation to the industry as a whole. This includes an overview of key players, industry trends, and common challenges. This task can be performed by a senior member of the logistics team or a dedicated trainer.

4. Introduction to the company’s logistics operations: The expeditor should receive a detailed introduction to the company’s logistics operations, including an overview of the supply chain, transportation modes, and warehousing processes. This task is typically performed by the logistics manager or a senior member of the logistics team.

5. Training on logistics software and systems: The expeditor should be trained on the specific software and systems used by the company for logistics management. This includes understanding how to use transportation management systems, warehouse management systems, and other relevant software. The training can be conducted by the IT department or a designated trainer.

6. Understanding customer requirements: The expeditor should be familiarized with the specific requirements and expectations of the company’s customers. This includes understanding customer service standards, delivery timelines, and any specific documentation or labeling requirements. The task of explaining customer requirements is usually performed by the customer service team or the logistics manager.

7. Learning about inventory management: The expeditor should receive training on inventory management processes, including how to track, monitor, and control inventory levels. This includes understanding inventory control systems, cycle counting, and stock replenishment procedures. The training can be conducted by the inventory control team or the logistics manager.

8. Familiarization with transportation regulations: The expeditor should be educated on transportation regulations and compliance requirements, such as customs regulations, hazardous materials handling, and international shipping regulations. This task is typically performed by the compliance team or the logistics manager.

9. Introduction to key stakeholders: The expeditor should be introduced to key stakeholders within the company, such as suppliers, carriers, and customs brokers. This includes understanding the roles and responsibilities of each stakeholder and how to effectively communicate and collaborate with them. The task of introducing key stakeholders is usually performed by the logistics manager or a designated mentor.

10. Shadowing experienced expeditors: To gain practical knowledge and hands-on experience, the expeditor should have the opportunity to shadow experienced expeditors. This allows them to observe and learn from experienced professionals in real-life logistics scenarios. The task of arranging shadowing opportunities is typically performed by the logistics manager or a designated mentor.

11. Performance expectations and goal setting: The expeditor should have a clear understanding of their performance expectations and goals. This includes discussing key performance indicators (KPIs), productivity targets, and any specific metrics relevant to the role. The task of setting performance expectations and goals is usually performed by the logistics manager or the HR department.

12. Ongoing training and development opportunities: The expeditor should be informed about ongoing training and development opportunities available within the company. This includes workshops, seminars, certifications, and other resources that can enhance their skills and knowledge in the logistics field. The task of providing information on training and development opportunities is typically performed by the HR department or the logistics manager.

13. Introduction to health and safety protocols: The expeditor should receive training on health and safety protocols specific to the logistics industry. This includes understanding proper lifting techniques, handling hazardous materials, and emergency response procedures. The task of providing health and safety training is usually performed by the safety department or a designated trainer.

14. Introduction to performance evaluation and feedback processes: The expeditor should be familiarized with the company’s performance evaluation and feedback processes. This includes understanding how performance reviews are conducted, how feedback is given, and how performance improvement plans are implemented if necessary. The task of explaining performance evaluation and feedback processes is typically performed by the HR department or the logistics manager.

15. Introduction to company benefits and policies: The expeditor should be provided with information about the company’s benefits package, including healthcare, retirement plans, and vacation policies. They should also be informed about any other relevant company policies, such as attendance policies and code of conduct. The task of explaining company benefits and policies is usually performed by the HR department

Setting Up Your Employee Onboarding Process

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