Travel Clerk Onboarding Checklist

Travel Clerk Onboarding Process

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

Travel Clerk Onboarding Checklist

1. Introduction to company policies and procedures: The travel clerk should receive a comprehensive overview of the company’s policies and procedures, including dress code, attendance, and customer service guidelines. This task is typically performed by the human resources department or a designated trainer.

2. Familiarization with reservation systems: As a travel clerk, it is crucial to become proficient in the reservation systems used by the company. This task involves training on how to navigate the system, make bookings, modify reservations, and handle cancellations. The training is usually conducted by a senior travel clerk or a designated trainer.

3. Understanding travel products and services: The travel clerk should be provided with detailed information about the various travel products and services offered by the company. This includes knowledge about different types of accommodations, transportation options, and additional amenities. The task of educating the travel clerk about these offerings is typically performed by the sales and marketing department or a designated trainer.

4. Learning about destination knowledge: To assist customers effectively, the travel clerk should have a good understanding of popular travel destinations, attractions, and local customs. This task involves studying destination guides, attending training sessions, and conducting research. The responsibility for providing destination knowledge often lies with the sales and marketing department or a designated trainer.

5. Familiarization with customer service protocols: Excellent customer service is crucial in the hospitality industry. The travel clerk should receive training on how to handle customer inquiries, complaints, and special requests. This task is typically performed by the customer service department or a designated trainer.

6. Understanding payment and billing procedures: The travel clerk should be trained on the company’s payment and billing procedures, including how to process credit card transactions, issue invoices, and handle refunds. This task is usually performed by the finance or accounting department, with support from a designated trainer.

7. Introduction to health and safety protocols: The travel clerk should be educated on health and safety protocols to ensure the well-being of both customers and employees. This includes training on emergency procedures, first aid, and proper handling of hazardous materials. The responsibility for providing health and safety training lies with the human resources department or a designated trainer.

8. Shadowing experienced travel clerks: To gain practical experience and learn from seasoned professionals, the new travel clerk should have the opportunity to shadow experienced colleagues. This task involves observing and assisting with various tasks, such as handling customer inquiries, making reservations, and resolving issues. The responsibility for organizing shadowing opportunities typically lies with the supervisor or manager of the travel clerk.

9. Introduction to company culture and values: To foster a sense of belonging and alignment with the company’s culture, the travel clerk should be introduced to the organization’s values, mission, and vision. This task involves attending orientation sessions, team-building activities, and company-wide meetings. The responsibility for introducing the company culture often lies with the human resources department or senior management.

10. Continuous training and professional development: To stay updated with industry trends and enhance skills, the travel clerk should be provided with ongoing training and professional development opportunities. This can include attending workshops, webinars, and industry conferences. The responsibility for organizing continuous training and professional development lies with the human resources department or a designated trainer

Setting Up Your Employee Onboarding Process

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