Job Estimator Onboarding Checklist

Job Estimator Onboarding Process

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

Job Estimator Onboarding Checklist

1. Introduction to company culture and values: The task involves providing the new job estimator with an overview of the company’s culture, values, and mission. This helps them understand the company’s expectations, work environment, and overall goals. Typically, this task is performed by the HR department or a designated company representative.

2. Familiarization with company policies and procedures: The new job estimator needs to be acquainted with the company’s policies and procedures, including safety protocols, project management guidelines, and quality control standards. This task is usually carried out by the HR department or a senior project manager.

3. Introduction to the construction industry: Since the job estimator will be working in the construction industry, it is essential to provide them with a comprehensive introduction to the industry. This includes an overview of construction methods, materials, terminology, and industry-specific regulations. This task can be performed by a senior job estimator or a construction manager.

4. Training on estimating software and tools: Job estimators heavily rely on specialized software and tools to accurately estimate project costs. Therefore, it is crucial to provide thorough training on the company’s preferred estimating software, as well as any other tools or technologies used in the estimation process. This task is typically conducted by a senior job estimator or an IT specialist.

5. Shadowing experienced job estimators: To gain practical knowledge and learn best practices, the new job estimator should have the opportunity to shadow experienced estimators. This allows them to observe and learn from real-world estimating scenarios, understand the decision-making process, and gain insights into effective estimation techniques. This task is performed by senior job estimators or project managers.

6. Reviewing past projects and estimates: The new job estimator should review past projects and estimates to understand the company’s approach to estimating, project scope, and cost breakdowns. This helps them familiarize themselves with the company’s project history and gain insights into successful estimation strategies. This task is typically assigned to a senior job estimator or a project manager.

7. Collaborating with other departments: Job estimators often need to collaborate with various departments within the company, such as procurement, engineering, and finance. Therefore, it is important to introduce the new job estimator to key personnel in these departments, facilitating future collaboration and ensuring a smooth workflow. This task is usually coordinated by the HR department or a project manager.

8. Attending safety training and obtaining certifications: Construction sites pose inherent risks, so it is crucial for the job estimator to undergo safety training and obtain relevant certifications, such as OSHA certifications or first aid training. This ensures their understanding of safety protocols and their ability to contribute to a safe working environment. Safety training is typically organized by the HR department or a designated safety officer.

9. Reviewing project documentation and contracts: Job estimators need to be familiar with project documentation, including contracts, specifications, and drawings. This task involves reviewing sample project documentation to understand the contractual obligations, project scope, and any specific requirements. A senior job estimator or project manager typically guides the new job estimator through this process.

10. Participating in team meetings and project kick-offs: To integrate into the company and understand ongoing projects, the new job estimator should participate in team meetings and project kick-offs. This allows them to get acquainted with the project team, understand project objectives, and contribute to the estimation process. Project managers or team leaders usually facilitate these meetings.

11. Establishing relationships with suppliers and subcontractors: Job estimators often work closely with suppliers and subcontractors to obtain accurate pricing and availability of materials and services. Therefore, it is important for the new job estimator to establish relationships with key suppliers and subcontractors, ensuring effective communication and collaboration. This task is typically performed by the job estimator in coordination with the procurement department.

12. Ongoing professional development: Construction industry practices and technologies are constantly evolving, so it is essential for the job estimator to engage in ongoing professional development. This may involve attending industry conferences, workshops, or webinars, as well as pursuing relevant certifications or advanced training courses. The HR department or a senior job estimator can guide the new job estimator in identifying suitable professional development opportunities

Setting Up Your Employee Onboarding Process

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