Protective Relay Technician Onboarding Checklist

Protective Relay Technician Onboarding Process

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

Protective Relay Technician Onboarding Checklist

1. Introduction to company policies and procedures: The new Protective Relay Technician should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on safety protocols, work hours, dress code, and any other relevant guidelines. The Human Resources department typically handles this task.

2. Familiarization with the company’s organizational structure: It is crucial for the new technician to understand the company’s organizational structure, including the different departments, teams, and reporting lines. This knowledge will help them navigate the company more effectively and collaborate with colleagues. The supervisor or a designated team member can provide this information.

3. Introduction to the company’s mission, vision, and values: Understanding the company’s mission, vision, and values is essential for the technician to align their work with the organization’s goals. This task can be performed by the supervisor or a representative from the management team.

4. Review of job responsibilities and expectations: The new technician should receive a detailed explanation of their job responsibilities and performance expectations. This includes understanding the specific tasks they will be responsible for, as well as any performance metrics or targets they need to meet. The supervisor or a senior technician can provide this information.

5. Training on protective relay systems: As a Protective Relay Technician, it is crucial to have a deep understanding of protective relay systems and their operation. The new technician should receive comprehensive training on the different types of protective relays, their functions, and how to troubleshoot and maintain them. This training can be conducted by experienced technicians or engineers within the company.

6. Introduction to company-specific software and tools: Many engineering companies have their own proprietary software and tools that technicians need to use. The new technician should receive training on these specific software and tools to ensure they can effectively perform their job. This training can be provided by the IT department or experienced technicians.

7. Shadowing experienced technicians: To gain practical knowledge and learn best practices, the new technician should have the opportunity to shadow experienced technicians. This allows them to observe and learn from experienced professionals in real-world scenarios. The supervisor or senior technicians can facilitate this shadowing process.

8. Safety training: Safety is of utmost importance in the engineering industry, and the new technician should receive comprehensive safety training. This includes understanding safety protocols, emergency procedures, and the proper use of personal protective equipment (PPE). The company’s safety officer or a designated safety trainer typically conducts this training.

9. Introduction to company-specific documentation and reporting procedures: The new technician should be familiarized with the company’s documentation and reporting procedures. This includes understanding how to complete work orders, maintenance logs, incident reports, and any other relevant documentation. The supervisor or a designated team member can provide this information.

10. Introduction to relevant industry standards and regulations: The Protective Relay Technician should be aware of the industry standards and regulations that govern their work. This includes understanding the relevant codes, standards, and regulations related to protective relay systems. The supervisor or a designated team member can provide this information and ensure compliance.

11. Introduction to the company’s quality assurance processes: The new technician should be introduced to the company’s quality assurance processes, including any quality control checks or inspections that need to be performed. This ensures that the technician understands the importance of maintaining high-quality standards in their work. The supervisor or a designated quality control officer can provide this information.

12. Introduction to the company’s maintenance and calibration procedures: The technician should receive training on the company’s maintenance and calibration procedures for protective relay systems. This includes understanding the frequency of maintenance tasks, calibration requirements, and the proper documentation of these activities. The supervisor or experienced technicians can provide this training.

13. Introduction to the company’s inventory management system: The technician should be familiarized with the company’s inventory management system, including how to request and track inventory items needed for their work. This ensures efficient management of resources and minimizes downtime. The supervisor or a designated team member can provide this information.

14. Introduction to the company’s communication channels: The new technician should be introduced to the various communication channels used within the company, such as email, instant messaging platforms, and project management tools. This ensures effective communication and collaboration with colleagues and stakeholders. The IT department or a designated team member can provide this information.

15. Performance evaluation and feedback process: The new technician should be informed about the company’s performance evaluation and feedback process. This includes understanding how performance is assessed, the frequency of evaluations, and how feedback is provided. The supervisor or the Human Resources department can provide this information.

16. Introduction to professional development opportunities: The technician should be made aware of the professional development opportunities available within the company, such as training programs, certifications, and workshops. This encourages continuous learning and career growth. The Human Resources department or a designated team member can provide this information.

17. Introduction to company benefits and perks: The new technician should be provided with information about the company’s benefits and perks, such as health insurance, retirement plans, vacation policies, and any other employee benefits. The Human Resources department typically handles this task.

18. Introduction to the company’s code of conduct and ethics: The technician should be familiarized with the company’s code of conduct and ethics, which outlines the expected behavior and ethical standards for all employees. This ensures a positive work environment and adherence to ethical practices. The Human Resources department or a designated team member can provide this information.

19. Introduction to the company’s social and cultural activities: The new technician should be informed about any social and cultural activities organized by the company, such as team-building events, holiday celebrations, or volunteer opportunities. This helps foster a sense of belonging and camaraderie within the organization. The Human Resources department or a designated team member can provide this information.

20. Introduction to the company’s career advancement opportunities: The technician should be made aware of the career advancement opportunities within the company, such as promotions, transfers, or lateral moves. This encourages long-term commitment and growth within the organization. The Human Resources department or a designated team member can provide this information

Setting Up Your Employee Onboarding Process

From reading through the items in the example Protective Relay Technician checklist above, you’ll now have an idea of how you can apply best practices to getting your new Protective Relay Technician 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.