Field Enumerator Onboarding Checklist

Field Enumerator Onboarding Process

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

Field Enumerator Onboarding Checklist

1. Orientation: The new field enumerator attends an orientation session to familiarize themselves with the company’s mission, values, and policies. This task is typically performed by the HR department or a designated onboarding specialist.

2. Introduction to Research Methodology: The field enumerator receives training on the research methodology used by the company. This includes understanding the data collection process, survey techniques, and ethical considerations. The training is usually conducted by a senior researcher or a team lead.

3. Familiarization with Tools and Technology: The field enumerator is introduced to the tools and technology used for data collection, such as mobile apps, GPS devices, or paper-based forms. They learn how to operate these tools effectively and troubleshoot any issues. This training is typically provided by the IT department or a designated technical expert.

4. Understanding Project Objectives: The field enumerator meets with the project manager or research team to gain a clear understanding of the specific objectives, goals, and scope of the project they will be working on. This helps them align their efforts with the project requirements and deliver accurate results.

5. Review of Survey Instruments: The field enumerator reviews the survey instruments they will be using to collect data. They become familiar with the questions, response options, skip patterns, and any other relevant instructions. This task is usually performed independently by the field enumerator, with support from the research team if needed.

6. Practice Surveys: The field enumerator conducts practice surveys to gain hands-on experience and build confidence in administering the surveys accurately. This may involve role-playing scenarios or conducting mock interviews with colleagues or trainers. The research team or experienced field enumerators may assist in this task.

7. Safety and Security Training: The field enumerator receives training on safety protocols and security measures to ensure their well-being while working in the field. This includes understanding emergency procedures, personal safety precautions, and data protection guidelines. The HR department or a designated safety officer typically conducts this training.

8. Travel and Logistics: The field enumerator is provided with information on travel arrangements, accommodation, and logistics related to their fieldwork. They are informed about transportation options, reimbursement procedures, and any specific requirements for the project. The logistics team or project manager assists in coordinating these arrangements.

9. Fieldwork Etiquette and Communication: The field enumerator learns about the appropriate etiquette and communication practices while interacting with respondents or stakeholders during fieldwork. This includes maintaining professionalism, respecting cultural norms, and ensuring clear and accurate communication. The research team or project manager may provide guidance and examples.

10. Quality Control and Reporting: The field enumerator is trained on quality control measures to ensure the accuracy and reliability of the collected data. They learn how to identify and address potential errors, inconsistencies, or biases in their work. Additionally, they understand the reporting requirements and timelines for submitting completed surveys or data. The research team or quality control department oversees this training.

11. Ongoing Support and Feedback: The field enumerator is informed about the support channels available to them throughout their tenure, such as a dedicated helpline, regular check-ins with supervisors, or peer support networks. They are encouraged to seek assistance or provide feedback to improve their performance and the overall research process. The HR department, project manager, or team lead is responsible for providing ongoing support and feedback.

12. Performance Evaluation: The field enumerator is made aware of the performance evaluation process, including the criteria, timelines, and feedback mechanisms. They understand how their performance will be assessed and the potential for growth opportunities within the company. The HR department or project manager conducts performance evaluations and provides feedback accordingly.

By completing these onboarding tasks, a field enumerator in the research industry can start their journey with a new company confidently, equipped with the necessary knowledge, skills, and support to carry out their responsibilities effectively

Setting Up Your Employee Onboarding Process

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