Undertaker Helper Onboarding Checklist

In this article, we’ll look at the best practices for onboarding your new Undertaker Helper. We’ll look at the employee onboarding process/steps you can add to your own reusable Undertaker Helper checklist.

Need help with onboarding new Funeral Services team members? See the templates and resources we recommend for successful onboarding experiences.

Order Checklist →

Undertaker Helper Onboarding Process

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

Undertaker Helper Onboarding Checklist

1. Orientation: The first task for an undertaker helper would be to attend an orientation session. This session would provide an overview of the company’s policies, procedures, and safety guidelines. It would be conducted by the human resources department or a designated trainer.

2. Introduction to Funeral Services: The undertaker helper should receive an introduction to the funeral services industry. This task would involve learning about the different types of funeral services, burial practices, and the role of an undertaker helper. It would be performed by a senior undertaker or a supervisor.

3. Shadowing: To gain practical experience, the undertaker helper should shadow an experienced undertaker or funeral director. This task would involve observing and assisting with various funeral arrangements, such as embalming, dressing the deceased, and preparing the chapel for visitations. The shadowing would be conducted by an experienced undertaker or funeral director.

4. Safety Training: Given the nature of the occupation, safety training is crucial. The undertaker helper should receive training on proper lifting techniques, handling hazardous materials, and using personal protective equipment. This task would be performed by a safety officer or a designated trainer.

5. Funeral Arrangement Assistance: The undertaker helper should learn how to assist with funeral arrangements. This task would involve helping families with paperwork, coordinating transportation, and organizing the logistics of the funeral service. The undertaker helper would work closely with the funeral director or a designated staff member.

6. Grief Counseling: Understanding the emotional aspect of the job is essential. The undertaker helper should receive training on grief counseling techniques to provide support to grieving families. This task would be performed by a grief counselor or a licensed therapist.

7. Vehicle Maintenance: Undertaker helpers often assist with maintaining and cleaning funeral vehicles. This task would involve learning how to clean and sanitize the vehicles, perform basic maintenance checks, and ensure they are presentable for funeral processions. The undertaker helper would work with the maintenance staff or a designated vehicle technician.

8. Chapel Preparation: The undertaker helper should learn how to prepare the chapel for funeral services. This task would involve setting up seating arrangements, arranging floral displays, and ensuring the chapel is clean and presentable. The undertaker helper would work with the chapel staff or a designated coordinator.

9. Cemetery Procedures: Understanding cemetery procedures is crucial for an undertaker helper. This task would involve learning about burial plot assignments, grave digging techniques, and cemetery regulations. The undertaker helper would work closely with the cemetery staff or a designated supervisor.

10. Administrative Tasks: Undertaker helpers may be responsible for various administrative tasks, such as answering phone calls, scheduling appointments, and maintaining records. This task would involve learning how to use the company’s administrative systems and working closely with the administrative staff or a designated coordinator.

11. Continuing Education: Undertaker helpers should be encouraged to pursue continuing education opportunities to enhance their skills and knowledge in the funeral services industry. This task would involve attending workshops, seminars, or online courses. The undertaker helper would work with the human resources department or a designated training coordinator to identify suitable educational opportunities.

12. Team Collaboration: Building effective teamwork is crucial in the funeral services industry. The undertaker helper should participate in team-building activities and learn how to collaborate with other staff members to ensure smooth funeral operations. This task would be facilitated by the human resources department or a designated team-building facilitator.

13. Professional Conduct: Undertaker helpers should understand the importance of maintaining professional conduct and upholding the company’s reputation. This task would involve learning about ethical standards, confidentiality requirements, and appropriate behavior when interacting with grieving families. The undertaker helper would receive guidance from the human resources department or a designated supervisor.

14. Emergency Preparedness: Undertaker helpers should be trained in emergency preparedness procedures. This task would involve learning how to handle unexpected situations, such as accidents or natural disasters, and ensuring the safety of staff and clients. The undertaker helper would receive training from the safety officer or a designated emergency response team.

15. Equipment Familiarization: Undertaker helpers should become familiar with the various equipment used in the funeral services industry. This task would involve learning how to operate embalming machines, cremation equipment, and other tools specific to the occupation. The undertaker helper would receive training from experienced undertakers or designated equipment specialists.

By completing these onboarding tasks, an undertaker helper would be well-prepared to start their journey with a new funeral services company, equipped with the necessary knowledge, skills, and understanding of the industry

Setting Up Your Employee Onboarding Process

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