Facilities Engineer Onboarding Checklist

Facilities Engineer Onboarding Process

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

Facilities Engineer Onboarding Checklist

1. Introduction to company policies and procedures: The facilities engineer should receive a comprehensive overview of the company’s policies and procedures, including safety protocols, code of conduct, and any specific guidelines related to engineering projects. This task is typically performed by the human resources department or a designated onboarding specialist.

2. Familiarization with the company’s organizational structure: It is crucial for the facilities engineer to understand the company’s organizational hierarchy, reporting lines, and key departments. This will help them navigate the organization effectively and collaborate with relevant stakeholders. The task of providing this information is usually assigned to the facilities manager or a senior engineer.

3. Introduction to the facilities department: The facilities engineer should be introduced to the members of the facilities department, including their roles and responsibilities. This will facilitate networking and establish working relationships within the team. The facilities manager or a designated team member typically performs this task.

4. Review of ongoing projects: The facilities engineer should be briefed on any ongoing projects within the company’s facilities department. This includes understanding the project objectives, timelines, and key deliverables. The facilities manager or project manager responsible for each project would provide this information.

5. Training on relevant software and tools: Depending on the company’s practices, the facilities engineer may need training on specific software and tools used for engineering design, project management, or facility maintenance. This training is typically conducted by the facilities manager or a designated technical expert.

6. Site visits and familiarization with facilities: The facilities engineer should be taken on site visits to various facilities owned or managed by the company. This will help them gain a practical understanding of the facilities’ layout, infrastructure, and equipment. The facilities manager or a senior engineer would accompany the engineer during these visits.

7. Review of engineering standards and codes: The facilities engineer should be provided with relevant engineering standards and codes applicable to the company’s projects. This includes understanding the local building codes, safety regulations, and industry best practices. The facilities manager or a designated technical expert would guide the engineer through this process.

8. Introduction to key vendors and suppliers: The facilities engineer should be introduced to the company’s key vendors and suppliers, especially those involved in facility maintenance, equipment procurement, and engineering services. This will help establish relationships and facilitate future collaborations. The facilities manager or procurement department would facilitate these introductions.

9. Review of budgeting and financial processes: The facilities engineer should receive an overview of the company’s budgeting and financial processes related to facility management and engineering projects. This includes understanding how to request funds, track expenses, and adhere to financial guidelines. The facilities manager or finance department would provide this information.

10. Health and safety training: The facilities engineer should undergo comprehensive health and safety training, including emergency procedures, hazard identification, and proper use of personal protective equipment. This training is typically conducted by the facilities manager or a designated safety officer.

11. Introduction to maintenance and repair protocols: The facilities engineer should be familiarized with the company’s maintenance and repair protocols, including how to log and prioritize maintenance requests, coordinate with external contractors, and ensure timely resolution of issues. The facilities manager or a designated maintenance supervisor would guide the engineer through these protocols.

12. Collaboration with other departments: The facilities engineer should be encouraged to collaborate with other departments, such as operations, procurement, and finance, to ensure smooth coordination of facility-related activities. The facilities manager or a designated liaison would facilitate these collaborations.

13. Performance expectations and goal setting: The facilities engineer should have a clear understanding of their performance expectations, key performance indicators, and any specific goals set for their role. This task is typically performed by the facilities manager or a designated supervisor.

14. Introduction to company culture and values: The facilities engineer should be introduced to the company’s culture and values, including its mission, vision, and core principles. This will help them align their work with the company’s overall objectives. The facilities manager or a designated culture ambassador would facilitate this introduction.

15. Ongoing professional development opportunities: The facilities engineer should be informed about any ongoing professional development opportunities, such as training programs, conferences, or certifications, that can enhance their skills and knowledge in the field. The facilities manager or human resources department would provide this information

Setting Up Your Employee Onboarding Process

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