Receptionist Onboarding Checklist

Receptionist Onboarding Process

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

Receptionist 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 senior receptionist or an office manager.

3. Introduction to phone systems and call handling: The receptionist should receive training on how to operate the phone system, transfer calls, take messages, and handle various call scenarios. This training is typically conducted by the IT department or a designated phone system administrator.

4. Understanding visitor management: The receptionist should be trained on how to greet and register visitors, issue visitor badges, and maintain visitor logs. This training is usually provided by the office manager or a designated security personnel.

5. Learning email and calendar management: The receptionist should be familiarized with the company’s email system and taught how to manage their inbox, schedule appointments, and coordinate meetings. This training is typically conducted by the IT department or a designated trainer.

6. Introduction to office equipment: The receptionist should be trained on how to operate office equipment such as printers, copiers, and fax machines. This training is usually provided by the IT department or a designated office equipment specialist.

7. Understanding mail and package handling: The receptionist should be instructed on how to receive, sort, and distribute incoming mail and packages. They should also be trained on how to prepare outgoing mail and packages. This training is typically provided by the office manager or a designated mailroom staff.

8. Learning administrative tasks: The receptionist should be trained on various administrative tasks such as data entry, filing, and maintaining office supplies. This training is usually provided by the office manager or a designated administrative staff member.

9. Introduction to company culture and values: The receptionist should be given an overview of the company’s culture, values, and mission. This can be done through orientation sessions conducted by the HR department or by a designated company representative.

10. Understanding emergency procedures: The receptionist should be trained on emergency procedures, including evacuation plans, fire safety, and first aid. This training is typically conducted by the office manager or a designated safety officer.

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

12. Introduction to key personnel: The receptionist should be introduced to key personnel within the company, including executives, department heads, and other employees they may frequently interact with. This task is typically performed by the HR department or a designated supervisor.

13. Review of job responsibilities and expectations: The receptionist should have a clear understanding of their job responsibilities, performance expectations, and any specific goals or targets they need to meet. This review is typically conducted by the HR department or a designated supervisor.

14. Provision of necessary resources and tools: The receptionist should be provided with the necessary resources and tools to perform their job effectively, such as a computer, phone, stationery, and access to relevant software or systems. This task is typically coordinated by the IT department and the office manager.

15. Ongoing support and mentorship: The receptionist should be assigned a mentor or a designated point of contact who can provide ongoing support, answer questions, and assist with any challenges they may face in their role. This support is typically provided by a senior receptionist, the office manager, or a designated supervisor

Setting Up Your Employee Onboarding Process

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