Supply Clerk Onboarding Checklist

Supply Clerk Onboarding Process

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

Supply Clerk Onboarding Checklist

1. Orientation: The first task for a supply clerk joining a new logistics company is to attend an orientation session. This session provides an overview of the company’s mission, values, policies, and procedures. It is usually conducted by the HR department or a designated trainer.

2. Introduction to the team: The supply clerk should be introduced to their immediate team members, including supervisors, colleagues, and other relevant personnel. This helps establish relationships and fosters a sense of belonging within the company. Typically, the supervisor or team lead performs this task.

3. Familiarization with company systems: The supply clerk needs to become familiar with the various software systems and tools used in the logistics company. This includes inventory management systems, order processing software, and any other platforms specific to the company’s operations. The IT department or a designated trainer usually provides training for this task.

4. Understanding company policies and procedures: The supply clerk should be provided with a comprehensive understanding of the company’s policies and procedures related to supply chain management. This includes guidelines for inventory control, order processing, shipping and receiving, and any other relevant procedures. The supervisor or a designated trainer typically performs this task.

5. Training on safety protocols: Safety is of utmost importance in logistics, and the supply clerk should receive training on safety protocols specific to the company. This includes proper handling of hazardous materials, use of personal protective equipment, and emergency response procedures. The company’s safety officer or a designated trainer usually conducts this training.

6. Introduction to inventory management: The supply clerk should receive training on the company’s inventory management system, including how to track, receive, and distribute supplies. This training may involve learning how to use barcode scanners, updating inventory records, and conducting regular stock audits. The supervisor or a designated trainer typically provides this training.

7. Understanding procurement processes: The supply clerk should be familiarized with the company’s procurement processes, including how to request and order supplies, obtain quotes, and manage vendor relationships. This training may involve learning about purchase orders, supplier evaluation, and negotiation techniques. The procurement department or a designated trainer usually provides this training.

8. Learning shipping and receiving procedures: The supply clerk should be trained on the company’s shipping and receiving procedures, including how to handle incoming and outgoing shipments, complete necessary documentation, and ensure accurate record-keeping. This training may involve learning about shipping labels, bill of lading, and customs requirements. The shipping and receiving department or a designated trainer typically provides this training.

9. Understanding quality control processes: The supply clerk should receive training on the company’s quality control processes to ensure that all supplies meet the required standards. This may involve learning about inspection procedures, quality assurance checks, and documentation requirements. The quality control department or a designated trainer usually provides this training.

10. Introduction to company culture and values: Lastly, the supply clerk should be introduced to the company’s culture and values. This includes understanding the company’s mission, vision, and core values, as well as any specific cultural norms or expectations. The HR department or a designated trainer typically performs this task

Setting Up Your Employee Onboarding Process

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