In this article, we’ll look at the best practices for onboarding your new Typist. We’ll look at the employee onboarding process/steps you can add to your own reusable Typist checklist.
Need help with onboarding new Administration team members? See the templates and resources we recommend for successful onboarding experiences.
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Are you looking for help setting up a staff orientation process so that when your new Typist 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 Typist, you’re in the right place. We’ve put together a sample Typist onboarding checklist below and have created onboarding templates & resources to help.
1. Equipment setup: The typist needs to have all the necessary equipment set up to perform their job efficiently. This includes providing them with a computer, keyboard, mouse, and any other peripherals required. The IT department or office manager typically handles this task.
2. Software installation: The typist will need specific software installed on their computer to carry out their typing tasks. This may include word processing software, data entry programs, and any other tools specific to the company’s administration needs. The IT department or a designated software administrator is responsible for installing and configuring the required software.
3. Access to systems and databases: To perform their duties effectively, the typist needs access to various systems and databases within the company. This may include access to the company’s intranet, document management systems, customer databases, or any other platforms relevant to their role. The IT department or system administrator grants the necessary access permissions.
4. Familiarization with company policies and procedures: The typist should be provided with an overview of the company’s policies and procedures, including those related to data protection, confidentiality, document handling, and any other relevant guidelines. This task is typically performed by the HR department or a designated trainer.
5. Introduction to team members: It is essential for the typist to be introduced to their immediate team members and other colleagues they may interact with regularly. This helps foster a sense of belonging and facilitates collaboration. The team lead or supervisor usually takes the responsibility of introducing the new typist to the team.
6. Training on specific tasks and processes: The typist should receive comprehensive training on the specific tasks and processes they will be responsible for. This may include training on formatting documents, data entry procedures, using specific software tools, and any other job-specific skills. The training can be conducted by a senior typist, a designated trainer, or the team lead.
7. Understanding company communication channels: The typist should be familiarized with the company’s communication channels, such as email, instant messaging platforms, and internal collaboration tools. They should know how to effectively communicate with team members, supervisors, and other departments. The team lead or a designated communication coordinator can guide the typist in understanding and utilizing these channels.
8. Introduction to company culture and values: It is important for the typist to understand the company’s culture and values to align their work accordingly. This may involve attending orientation sessions, reading company literature, or participating in team-building activities. The HR department or a designated culture ambassador can facilitate this introduction.
9. Review of performance expectations: The typist should have a clear understanding of their performance expectations, including productivity targets, accuracy standards, and any other key performance indicators. This ensures they are aware of what is expected of them and can work towards meeting those expectations. The team lead or supervisor should discuss and clarify these expectations with the typist.
10. Ongoing support and mentorship: The typist should be provided with ongoing support and mentorship to help them succeed in their role. This may involve regular check-ins with the team lead or supervisor, opportunities for skill development, and access to resources or training materials. The team lead or a designated mentor can provide this support
From reading through the items in the example Typist checklist above, you’ll now have an idea of how you can apply best practices to getting your new Typist 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.
