Receptionist (General) Onboarding Checklist

Receptionist (General) Onboarding Process

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

Receptionist (General) Onboarding Checklist

1. Introduction to company policies and procedures: The receptionist should be provided with a comprehensive overview of the company’s policies and procedures, including dress code, attendance, and confidentiality. This task is typically performed by the HR department or a designated supervisor.

2. Familiarization with the office layout: The receptionist should be given a tour of the office premises, including key areas such as meeting rooms, restrooms, and employee break areas. This task is usually performed by a supervisor or an experienced employee.

3. Introduction to key personnel: The receptionist should be introduced to key personnel within the company, including executives, department heads, and team leaders. This will help them understand the organizational structure and build relationships. The task of introducing key personnel can be performed by the HR department or a supervisor.

4. Training on phone systems and equipment: The receptionist should receive training on how to operate the phone system, including transferring calls, taking messages, and using any additional features. They should also be familiarized with other office equipment such as printers, copiers, and fax machines. This training is typically conducted by the IT department or a designated trainer.

5. Understanding visitor management protocols: The receptionist should be trained on how to handle visitors, including checking identification, issuing visitor badges, and directing them to the appropriate areas. They should also be aware of any security protocols in place. This training can be provided by the security department or a supervisor.

6. Learning email and calendar management: The receptionist should be trained on how to manage their email inbox, including responding to inquiries, forwarding messages, and organizing emails. They should also be familiarized with the company’s calendar system to schedule appointments and meetings. This training can be conducted by the IT department or a designated trainer.

7. Familiarization with company software and databases: The receptionist should receive training on any specific software or databases used within the company, such as customer relationship management (CRM) systems or visitor management systems. This training is typically provided by the IT department or a designated trainer.

8. Understanding mail and package handling procedures: The receptionist should be trained on how to handle incoming and outgoing mail, including sorting, distributing, and logging packages. They should also be aware of any specific procedures for handling confidential or sensitive mail. This training can be provided by the mailroom department or a supervisor.

9. Learning office etiquette and customer service skills: The receptionist should receive training on office etiquette, including professional behavior, effective communication, and conflict resolution. They should also be trained on providing excellent customer service to visitors, clients, and employees. This training can be conducted by the HR department or a designated trainer.

10. Reviewing emergency procedures: The receptionist should be familiarized with the company’s emergency procedures, including evacuation plans, fire safety protocols, and first aid procedures. They should know how to handle emergency situations and whom to contact in case of an emergency. This training is typically provided by the safety department or a designated trainer

Setting Up Your Employee Onboarding Process

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