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Purser Onboarding Checklist
Contents
Purser Onboarding Process
Are you looking for help setting up a staff orientation process so that when your new Purser 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 Hospitality onboarding experience or just need an onboarding checklist for your new Purser, you’re in the right place. We’ve put together a sample Purser onboarding checklist below and have created onboarding templates & resources to help.
Purser Onboarding Checklist
1. Introduction to company policies and procedures: The purser should receive a comprehensive overview of the company’s policies and procedures, including those related to customer service, safety, and financial transactions. This task is typically performed by the human resources department or a designated trainer.
2. Familiarization with the ship or hotel layout: The purser needs to become familiar with the layout of the ship or hotel, including the location of various departments, facilities, and amenities. This task is usually performed by a senior purser or a designated staff member from the operations department.
3. Training on reservation and booking systems: As a purser, it is crucial to understand and efficiently use the reservation and booking systems employed by the company. This training is typically conducted by the IT department or a designated trainer.
4. Introduction to financial management systems: The purser is responsible for managing financial transactions, such as guest billing, cash handling, and accounting. Therefore, they should receive training on the company’s financial management systems, which may be conducted by the finance department or a designated trainer.
5. Understanding emergency procedures: The purser plays a vital role in emergency situations, so they must be familiar with the ship or hotel’s emergency procedures, including evacuation plans, safety protocols, and communication systems. This training is usually conducted by the safety and security department or a designated safety officer.
6. Learning customer service standards: Excellent customer service is crucial in the hospitality industry, and the purser should be trained on the company’s customer service standards, including how to handle guest inquiries, complaints, and special requests. This training is typically conducted by the guest services department or a designated trainer.
7. Familiarization with onboard or hotel-specific software: Many cruise ships or hotels have their own proprietary software for various operations, such as guest management, inventory control, or point-of-sale systems. The purser should receive training on these specific software applications, which is usually conducted by the IT department or a designated trainer.
8. Introduction to crew or staff communication channels: Effective communication among the crew or staff members is essential for smooth operations. The purser should be introduced to the various communication channels used within the company, such as email, internal messaging systems, or walkie-talkies. This task is typically performed by the operations department or a designated staff member.
9. Understanding company values and culture: To align with the company’s values and culture, the purser should receive an introduction to the organization’s mission, vision, and core values. This task is usually performed by the human resources department or a designated trainer.
10. Shadowing experienced pursers: To gain practical knowledge and experience, the new purser should have the opportunity to shadow experienced pursers for a certain period. This allows them to observe and learn from their colleagues’ day-to-day tasks and interactions with guests. This task is typically coordinated by the operations department or a designated mentor
Setting Up Your Employee Onboarding Process
From reading through the items in the example Purser checklist above, you’ll now have an idea of how you can apply best practices to getting your new Purser up to speed and working well in your Hospitality 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.
