A new hire's first month sets how they work for years. This checklist covers what to prepare, what to show them, and when to check in, so it doesn't depend on whoever happens to be free.
What's inside
- Before day one, day one, week one, and the first 30 days
- Tools, access, and training
- Check-in points so problems surface early
The checklist
Before day one
- Paperwork signed and in the file
- Logins created for the field software, with the right permissions
- Uniform, tools and vehicle access arranged
- Day-one schedule sent, with who they'll ride with
Day one
- Walk through how a job runs from first call to final invoice
- Show how to clock in, log time, and take job photos
- Introduce the team and who to call for what
- Ride along on at least one job
First week
- Teach the customer-communication standard: how you greet, update and close
- Show where checklists, pricing and SOPs live
- Shadow, then do a task with a lead watching
- Short check-in at the end of the week: what's unclear?
First 30 days
- First solo job, with a lead available by phone
- Review of the first week of job photos and notes
- Feedback conversation: what's going well, one thing to improve
- Set the next goal for the following 30 days