In this article, we’ll look at the best practices for onboarding your new Shipping Order Clerk. We’ll look at the employee onboarding process/steps you can add to your own reusable Shipping Order Clerk checklist.
Need help with onboarding new Logistics team members? See the templates and resources we recommend for successful onboarding experiences.
Contents
Are you looking for help setting up a staff orientation process so that when your new Shipping Order Clerk 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 Logistics onboarding experience or just need an onboarding checklist for your new Shipping Order Clerk, you’re in the right place. We’ve put together a sample Shipping Order Clerk onboarding checklist below and have created onboarding templates & resources to help.
1. Introduction to company policies and procedures: The shipping order clerk should receive a comprehensive overview of the company’s policies and procedures, including safety protocols, quality standards, and ethical guidelines. This task is typically performed by the human resources department or a designated trainer.
2. Familiarization with shipping software: As a shipping order clerk, it is crucial to become proficient in the company’s shipping software. This task involves training sessions or online tutorials to understand how to navigate the software, create shipping orders, track shipments, and generate necessary reports. The IT department or a designated software trainer usually handles this task.
3. Understanding shipping regulations and compliance: The shipping order clerk needs to be well-versed in shipping regulations and compliance requirements, such as customs documentation, hazardous materials handling, and international shipping rules. This task may involve attending training sessions conducted by the compliance department or experienced colleagues.
4. Learning about the company’s product line: To effectively process shipping orders, the clerk should have a good understanding of the company’s product line. This task involves studying product catalogs, attending product training sessions, and shadowing experienced colleagues in order to gain knowledge about the products being shipped. The sales or product management department typically performs this task.
5. Familiarization with shipping carriers and services: The shipping order clerk should become familiar with the various shipping carriers and services the company utilizes. This task includes learning about carrier rates, delivery options, and service level agreements. The shipping or logistics department usually provides this information and may arrange meetings or presentations with carrier representatives.
6. Introduction to inventory management systems: Understanding the company’s inventory management system is crucial for the shipping order clerk to accurately process orders and maintain inventory levels. This task involves training sessions or online tutorials to learn how to update inventory records, conduct stock checks, and manage stock discrepancies. The inventory or warehouse management team typically handles this task.
7. Shadowing experienced shipping order clerks: To gain practical knowledge and learn best practices, the new shipping order clerk should shadow experienced colleagues. This task involves observing and assisting with order processing, documentation, and communication with carriers and customers. The shipping or logistics department arranges this task.
8. Introduction to customer service procedures: As a shipping order clerk, providing excellent customer service is essential. This task involves learning about the company’s customer service procedures, including how to handle customer inquiries, resolve shipping issues, and communicate effectively with customers. The customer service department or a designated trainer typically performs this task.
9. Understanding billing and invoicing processes: The shipping order clerk should be familiar with the company’s billing and invoicing processes to ensure accurate and timely invoicing to customers. This task involves learning how to generate invoices, reconcile shipping charges, and resolve billing discrepancies. The finance or accounting department usually handles this task.
10. Safety training: Given the nature of the logistics industry, safety training is crucial for the shipping order clerk. This task involves attending safety training sessions to learn about proper handling of materials, safe operation of equipment, and emergency procedures. The safety or operations department typically performs this task
From reading through the items in the example Shipping Order Clerk checklist above, you’ll now have an idea of how you can apply best practices to getting your new Shipping Order Clerk up to speed and working well in your Logistics 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.
