Stock Controller Onboarding Checklist

Stock Controller Onboarding Process

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

Stock Controller Onboarding Checklist

1. Introduction to company policies and procedures: The stock controller should receive a comprehensive overview of the company’s policies and procedures related to inventory management. This includes understanding the stock control system, inventory tracking methods, and any specific guidelines or protocols in place. The task is typically performed by the HR department or a designated trainer.

2. Familiarization with inventory management software: As a stock controller, it is crucial to become proficient in the inventory management software used by the company. This task involves providing access to the software, conducting training sessions, and assigning a mentor or IT specialist to guide the new employee through the software’s functionalities. The IT department or a designated software trainer typically performs this task.

3. Introduction to the warehouse layout: Understanding the layout of the warehouse is essential for efficient stock control. The stock controller should be given a tour of the warehouse, including the location of different product categories, storage areas, and any specific zones or sections. This task is usually performed by a warehouse supervisor or an experienced stock controller.

4. Training on stock receiving procedures: The stock controller needs to learn the procedures for receiving new inventory, including checking for damages, verifying quantities, and updating the stock records. This task involves shadowing an experienced stock controller or a warehouse supervisor who demonstrates the correct procedures and provides hands-on training.

5. Training on stock storage and organization: Proper storage and organization of inventory are crucial for effective stock control. The stock controller should receive training on how to categorize, label, and store different types of products to ensure easy retrieval and accurate inventory counts. This task is typically performed by a warehouse supervisor or an experienced stock controller.

6. Introduction to stock counting and reconciliation: Accurate stock counts are essential for maintaining inventory accuracy. The stock controller should be trained on how to conduct regular stock counts, reconcile any discrepancies, and update the inventory records accordingly. This task is usually performed by an experienced stock controller or a designated inventory manager.

7. Familiarization with stock control reports: Understanding the various stock control reports generated by the inventory management system is crucial for monitoring stock levels, identifying trends, and making informed decisions. The stock controller should receive training on how to interpret these reports and use them to optimize inventory management. This task is typically performed by an inventory manager or a designated reporting specialist.

8. Introduction to stock replenishment processes: The stock controller should be familiarized with the processes and procedures for replenishing stock, including placing orders with suppliers, tracking delivery schedules, and updating stock levels accordingly. This task involves training from a procurement specialist or an experienced stock controller.

9. Training on stock disposal and returns: Occasionally, stock may need to be disposed of or returned due to various reasons. The stock controller should receive training on the proper procedures for handling stock disposal, including any legal or environmental considerations. Additionally, they should be trained on the process of managing returns and ensuring accurate documentation. This task is typically performed by a warehouse supervisor or an experienced stock controller.

10. Introduction to stock control audits: Regular stock control audits help identify any discrepancies or issues with inventory management. The stock controller should be trained on how to conduct audits, including the procedures, documentation requirements, and corrective actions to be taken. This task is usually performed by an inventory manager or a designated auditing team.

11. Familiarization with health and safety protocols: As a stock controller, it is important to prioritize health and safety in the warehouse environment. The new employee should receive training on the company’s health and safety protocols, including proper handling of equipment, use of personal protective equipment, and emergency procedures. This task is typically performed by the HR department or a designated health and safety officer.

12. Introduction to key stakeholders: The stock controller should be introduced to key stakeholders within the company who are involved in inventory management, such as procurement specialists, warehouse supervisors, and finance personnel. This task helps establish relationships and facilitates effective communication and collaboration. The HR department or a designated supervisor typically performs this task.

13. Ongoing training and professional development: Continuous learning and professional development are crucial for a stock controller to stay updated with industry trends and best practices. The company should provide opportunities for ongoing training, workshops, and conferences related to inventory management. This task may involve collaboration between the HR department, the stock controller, and the inventory manager to identify relevant training opportunities.

14. Performance evaluation and feedback: Regular performance evaluations and feedback sessions are essential for the growth and development of the stock controller. The company should establish a system for evaluating the stock controller’s performance, providing constructive feedback, and setting goals for improvement. This task is typically performed by the stock controller’s supervisor or the HR department.

15. Integration into the company culture: Lastly, the stock controller should be integrated into the company culture to foster a sense of belonging and alignment with the company’s values. This task involves introducing the new employee to the company’s mission, vision, and core values, as well as facilitating interactions with colleagues through team-building activities or social events. The HR department or a designated culture ambassador typically performs this task

Setting Up Your Employee Onboarding Process

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