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Overhead Door Technician Onboarding Checklist
Contents
Overhead Door Technician Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Overhead Door Technician 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 Skilled Trades onboarding experience or just need an onboarding checklist for your new Overhead Door Technician, you’re in the right place. We’ve put together a sample Overhead Door Technician onboarding checklist below and have created onboarding templates & resources to help.
Overhead Door Technician Onboarding Checklist
1. Orientation: The new overhead door technician should undergo a comprehensive orientation program to familiarize themselves with the company’s policies, procedures, and safety protocols. This task is typically performed by the human resources department or a designated trainer.
2. Equipment and Tools Training: The technician should receive training on the specific equipment and tools used in the overhead door industry. This includes understanding how to operate, maintain, and troubleshoot various types of doors, openers, and related components. The training is usually conducted by experienced technicians or trainers within the company.
3. Safety Training: Safety is paramount in the skilled trades industry, and the new technician should receive thorough safety training. This includes instruction on proper lifting techniques, personal protective equipment (PPE) usage, hazard identification, and emergency procedures. Safety training is typically conducted by the company’s safety officer or a designated safety trainer.
4. Product Knowledge: The technician should be educated about the different types of overhead doors, their features, and their applications. This knowledge will enable them to effectively communicate with customers, make appropriate recommendations, and provide accurate information. Product knowledge training is usually provided by senior technicians or product specialists.
5. Customer Service Training: As an overhead door technician, providing excellent customer service is crucial. The new technician should receive training on how to interact with customers professionally, address their concerns, and ensure customer satisfaction. This training may be conducted by customer service representatives or experienced technicians.
6. Job Shadowing: To gain practical experience and learn the company’s specific processes, the new technician should shadow experienced technicians on service calls and installations. This allows them to observe and learn from experienced professionals, understand the company’s service standards, and become familiar with the company’s workflow. Job shadowing is typically coordinated by the service manager or a designated mentor.
7. Documentation and Reporting: The technician should be trained on the proper documentation and reporting procedures. This includes completing service reports, recording parts used, documenting customer interactions, and maintaining accurate records. The training may be provided by the service manager or a designated administrative staff member.
8. Company Policies and Procedures: The new technician should be familiarized with the company’s policies and procedures, including attendance, timekeeping, leave requests, and any other relevant guidelines. This ensures that the technician understands and adheres to the company’s expectations. The human resources department or a designated supervisor typically provides this training.
9. Continuing Education: To stay updated with industry advancements and enhance their skills, the technician should be encouraged to participate in continuing education programs, workshops, and seminars. The company may provide access to relevant training resources or reimburse the technician for approved educational activities. The responsibility for seeking and participating in continuing education lies with the technician, with support from the company.
10. Performance Evaluation: The technician should undergo periodic performance evaluations to assess their skills, knowledge, and overall job performance. This evaluation helps identify areas for improvement, recognize achievements, and set goals for professional development. Performance evaluations are typically conducted by the service manager or a designated supervisor
Setting Up Your Employee Onboarding Process
From reading through the items in the example Overhead Door Technician checklist above, you’ll now have an idea of how you can apply best practices to getting your new Overhead Door Technician up to speed and working well in your Skilled Trades 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.
