Quantity Surveyor Onboarding Checklist

Quantity Surveyor Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Quantity Surveyor 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 Quantity Surveyor, you’re in the right place. We’ve put together a sample Quantity Surveyor onboarding checklist below and have created onboarding templates & resources to help.

Quantity Surveyor Onboarding Checklist

1. Introduction to the company: The new Quantity Surveyor should be provided with a comprehensive introduction to the company, including its history, values, organizational structure, and key personnel. This task is typically performed by the Human Resources department or a designated company representative.

2. Familiarization with company policies and procedures: The new Quantity Surveyor should be given a thorough overview of the company’s policies and procedures, including health and safety protocols, quality control measures, and ethical guidelines. This task is usually conducted by the Human Resources department or a designated supervisor.

3. Introduction to the project team: The new Quantity Surveyor should be introduced to the project team members, including the project manager, engineers, architects, and other relevant stakeholders. This task is typically performed by the project manager or a designated team member.

4. Review of project documentation: The new Quantity Surveyor should be provided with access to relevant project documentation, such as drawings, specifications, contracts, and cost estimates. They should be given time to review and familiarize themselves with these documents to gain a comprehensive understanding of the project. This task is usually facilitated by the project manager or a designated team member.

5. Training on software and tools: The new Quantity Surveyor should receive training on the software and tools commonly used in the construction industry, such as computer-aided design (CAD) software, cost estimating software, and project management tools. This training can be conducted by the company’s IT department or a designated trainer.

6. Introduction to the company’s cost control procedures: The new Quantity Surveyor should be provided with an overview of the company’s cost control procedures, including how to track and monitor project costs, prepare cost reports, and manage change orders. This task is typically performed by a senior Quantity Surveyor or a designated supervisor.

7. Site visit and familiarization: The new Quantity Surveyor should be taken on a site visit to gain a practical understanding of the construction process, site layout, and project progress. This task is usually organized by the project manager or a designated team member.

8. Introduction to subcontractors and suppliers: The new Quantity Surveyor should be introduced to key subcontractors and suppliers involved in the project. This introduction allows them to establish relationships and understand the roles and responsibilities of each party. The project manager or a designated team member typically facilitates this task.

9. Review of project budget and financial controls: The new Quantity Surveyor should review the project budget and financial controls in place, including cost codes, payment processes, and invoicing procedures. This task is usually performed by a senior Quantity Surveyor or a designated supervisor.

10. Shadowing experienced Quantity Surveyors: The new Quantity Surveyor should have the opportunity to shadow experienced Quantity Surveyors to observe their day-to-day tasks, gain practical insights, and learn from their expertise. This task is typically organized by the project manager or a designated mentor.

11. Introduction to company reporting systems: The new Quantity Surveyor should be trained on the company’s reporting systems, including how to generate and analyze cost reports, progress reports, and other relevant project documentation. This training can be conducted by the company’s IT department or a designated trainer.

12. Review of contract documents: The new Quantity Surveyor should review the contract documents related to the project, including the main contract, subcontracts, and any associated agreements. This task is typically performed by a senior Quantity Surveyor or a designated supervisor.

13. Introduction to company standards and best practices: The new Quantity Surveyor should be introduced to the company’s standards and best practices in quantity surveying, including industry guidelines, measurement methods, and cost control techniques. This task is usually facilitated by a senior Quantity Surveyor or a designated mentor.

14. Collaboration with other departments: The new Quantity Surveyor should be encouraged to collaborate with other departments within the company, such as procurement, finance, and engineering, to gain a holistic understanding of the construction process and foster effective communication. This collaboration can be facilitated by the project manager or a designated team member.

15. Ongoing professional development: The new Quantity Surveyor should be encouraged to engage in ongoing professional development activities, such as attending industry conferences, workshops, and training programs, to enhance their skills and knowledge in the field. The company’s Human Resources department or a designated supervisor can provide guidance and support in this regard

Setting Up Your Employee Onboarding Process

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