Inventory Taker Onboarding Checklist

Inventory Taker Onboarding Process

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

Inventory Taker Onboarding Checklist

1. Orientation: The new inventory taker attends an orientation session to familiarize themselves with the company’s policies, procedures, and culture. This task is typically performed by the HR department or a designated trainer.

2. Introduction to Inventory Management System: The inventory taker receives training on the company’s inventory management system, including how to use it to track and update inventory levels. This task is usually performed by a senior inventory manager or a designated trainer.

3. Shadowing: The new inventory taker shadows an experienced inventory taker to observe and learn the day-to-day tasks and responsibilities. This task is performed by a senior inventory taker or a designated mentor.

4. Familiarization with Store Layout: The new inventory taker familiarizes themselves with the store layout, including the location of different product categories and storage areas. This task can be performed by a store manager or a designated employee.

5. Understanding Inventory Procedures: The new inventory taker learns about the company’s inventory procedures, such as how to conduct stock counts, perform audits, and handle discrepancies. This task is typically performed by a senior inventory manager or a designated trainer.

6. Safety Training: The new inventory taker undergoes safety training to ensure they are aware of potential hazards and know how to handle emergency situations. This task is usually performed by the HR department or a designated safety officer.

7. Equipment Training: The new inventory taker receives training on how to use any specialized equipment required for inventory management, such as barcode scanners or handheld devices. This task is performed by a senior inventory manager or a designated trainer.

8. Introduction to Inventory Reports: The new inventory taker is introduced to the various inventory reports generated by the company, such as stock levels, sales trends, and shrinkage reports. This task is typically performed by a senior inventory manager or a designated trainer.

9. Communication Channels: The new inventory taker is informed about the communication channels within the company, such as email, messaging apps, or internal communication platforms, to ensure effective communication with team members and supervisors. This task can be performed by the HR department or a designated employee.

10. Understanding Company Policies: The new inventory taker is provided with information about the company’s policies related to inventory management, such as return policies, stock rotation, and handling damaged goods. This task is typically performed by a senior inventory manager or a designated trainer.

11. Introduction to Team Members: The new inventory taker is introduced to their team members and other relevant personnel within the company, fostering a sense of belonging and encouraging collaboration. This task can be performed by a supervisor or a designated employee.

12. Performance Expectations: The new inventory taker is informed about the performance expectations, key performance indicators (KPIs), and goals they are expected to meet in their role. This task is typically performed by a supervisor or a designated manager.

13. Continuous Training and Development: The new inventory taker is informed about the company’s commitment to continuous training and development opportunities, such as workshops, seminars, or online courses, to enhance their skills and knowledge in inventory management. This task can be performed by the HR department or a designated employee.

14. Introduction to Company Values: The new inventory taker is introduced to the company’s core values and mission, helping them align their work with the company’s overall objectives. This task is typically performed by a supervisor or a designated employee.

15. Performance Evaluation Process: The new inventory taker is informed about the company’s performance evaluation process, including how often evaluations are conducted, what criteria are used, and how feedback is provided. This task is typically performed by a supervisor or a designated manager

Setting Up Your Employee Onboarding Process

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