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Automotive Employee Onboarding Checklist

Ensure a smooth start for new hires! Our Automotive Employee Onboarding Checklist streamlines the process, covering essential paperwork, training, introductions, and compliance. Reduce errors, boost employee satisfaction, and accelerate productivity with this customizable template. Get your automotive team up to speed quickly and efficiently!

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Pre-Start Paperwork & Background

1 of 10

Ensuring all necessary forms are completed and background checks are initiated.

Offer Letter Acknowledgment

Proof of Identification (Driver's License, Passport)

Social Security Number (for payroll)

Emergency Contact Relationship

Background Check Start Date

Confidentiality Agreement

IT & System Access Setup

2 of 10

Configuring accounts, passwords, and access to required systems and software.

Employee ID

Operating System (Desktop)

Operating System (Laptop)

Default Email Signature

CRM Access Level

Software Licenses Required

Software License Expiration Date

Department Introduction & Team Integration

3 of 10

Facilitating introductions to team members and outlining departmental processes.

Welcome Message from Department Head

Assigned Buddy/Mentor Name

Team Introductions - Briefly describe each team member's role

Brief Department Overview

Team Lunch/Welcome Event Date (Optional)

Role-Specific Training – Part 1

4 of 10

Initial training focusing on fundamental skills and core responsibilities.

Overview of Primary Responsibilities

Assigned Mentor/Buddy (if applicable)

Initial Software/System Access Granted?

Initial Product Knowledge Training Completion Date

Summary of Initial Customer Interaction Guidelines

Company Policies & Procedures Review

5 of 10

Covering essential policies, code of conduct, and safety regulations.

Review of Employee Handbook Acknowledgement

Data Privacy and Security Policy Acknowledgment

Harassment & Discrimination Prevention Policy Acknowledgment

Policy Review Completion Date

Employee Signature (Acknowledgement)

Role-Specific Training – Part 2

6 of 10

Advanced training based on the employee’s specific job role and responsibilities.

Detailed Service Procedure Review (e.g., Brake Service, Engine Diagnostics)

Software Proficiency Assessment (Check all applicable)

Number of Simulated Customer Interactions Completed

Vehicle-Specific Training Completion (Select Model/Type)

Uploaded Training Completion Certificate (if applicable)

Performance Expectations & Goal Setting

7 of 10

Discussing performance goals, KPIs, and providing clear expectations.

Sales Quota (Units)

Gross Profit Target ($)

Customer Satisfaction Score (Target)

Key Performance Indicators (KPIs)

Specific Goals (Brief Description)

Goal Review Date

Facility Tour & Safety Briefing

8 of 10

Familiarizing the employee with the work environment and safety protocols.

Emergency Evacuation Route Explanation

Fire Extinguisher Location(s)

First Aid Station Number

Explanation of Personal Protective Equipment (PPE) Requirements

Acknowledgement of Safety Procedures Read

Equipment Training & Certification (if applicable)

9 of 10

Providing training and certification for operating specialized equipment.

Equipment Requiring Training

Training Start Date

Training End Date

Hours of Training Completed

Certification Level (if applicable)

Upload Certification Document (if applicable)

Trainee Signature

30-60-90 Day Check-in & Feedback

10 of 10

Scheduling regular check-ins to monitor progress and provide constructive feedback.

30-Day Check-in Date

Employee Self-Assessment (30 Days)

Manager Feedback (30 Days)

Progress Towards Initial Goals (1-10 Scale)

Overall Performance Impression (60 Days)

Areas for Development (90 Days)

Employee Signature

Manager Signature

Automotive Management Solution Screen Recording

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