Undertaker Onboarding Checklist

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

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

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Undertaker Onboarding Process

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

Undertaker Onboarding Checklist

1. Introduction to company policies and procedures: The new undertaker should be provided with a comprehensive overview of the company’s policies and procedures. This includes understanding the code of conduct, dress code, safety protocols, and any other guidelines that are specific to the funeral services industry. The Human Resources department or a designated supervisor typically performs this task.

2. Familiarization with funeral home facilities: It is crucial for the new undertaker to become acquainted with the funeral home facilities. This involves a tour of the premises, including the chapel, viewing rooms, embalming room, crematorium (if applicable), and any other areas relevant to the job. A senior undertaker or a designated staff member usually conducts this task.

3. Introduction to funeral service equipment and tools: The new undertaker should receive training on the various equipment and tools used in the funeral services industry. This includes understanding the operation of embalming machines, cremation equipment, caskets, urns, and other necessary tools. A senior undertaker or a designated staff member with expertise in this area typically performs this task.

4. Training on embalming and body preparation: Undertakers are responsible for embalming and preparing bodies for viewing or burial. The new undertaker should receive comprehensive training on embalming techniques, body preparation, and cosmetology. This training is usually conducted by an experienced embalmer or a designated staff member with expertise in this area.

5. Understanding funeral service arrangements: Undertakers play a crucial role in assisting families with funeral service arrangements. The new undertaker should be trained on how to handle client inquiries, discuss funeral options, and guide families through the process of planning a funeral service. This training is typically provided by a senior undertaker or a designated staff member with expertise in funeral service arrangements.

6. Learning about legal and regulatory requirements: Funeral services are subject to various legal and regulatory requirements. The new undertaker should receive training on local, state, and federal laws related to funeral services, including licensing requirements, permits, and documentation. This training is usually conducted by the company’s legal department or a designated staff member responsible for compliance.

7. Shadowing experienced undertakers: To gain practical experience and learn the nuances of the job, the new undertaker should have the opportunity to shadow experienced undertakers. This allows them to observe and learn from professionals who have extensive experience in the field. Senior undertakers or designated staff members are responsible for coordinating and facilitating this shadowing process.

8. Training on grief counseling and support: Undertakers often provide emotional support and grief counseling to grieving families. The new undertaker should receive training on effective communication techniques, empathy, and grief counseling skills. This training is typically conducted by a licensed counselor or a designated staff member with expertise in grief counseling.

9. Familiarization with funeral service software and technology: Many funeral homes utilize specialized software and technology to manage funeral service arrangements, record-keeping, and other administrative tasks. The new undertaker should receive training on how to use these systems effectively. This training is usually provided by the company’s IT department or a designated staff member responsible for technology integration.

10. Understanding health and safety protocols: Undertakers work with potentially hazardous materials and must adhere to strict health and safety protocols. The new undertaker should receive training on proper handling of biohazardous materials, infection control measures, and personal protective equipment (PPE) usage. This training is typically conducted by the company’s health and safety officer or a designated staff member responsible for ensuring compliance with health and safety regulations

Setting Up Your Employee Onboarding Process

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