New Employee Training Checklist

To ensure seamless on boarding of a new service advisor and gauge where they are in the timeline of being self sufficient.
After completion of these 30 steps, it should be assumed that regular evaluations based on company procedures will occur.

  1. New Hire Packet completed and understood.Shop Owner

  2. Standard Operating Procedures covered and signed off on. (Access to SOPPro if applicable)Shop Owner

  3. Uniforms ordered.Shop Owner

  4. Shop tour and Staff introductions completed.Shop Owner

  5. Employee Handbook covered and signed. Employee has a copy.Shop Owner

  6. Create a Developement map for training and expectations with a timeline. This should be done with the employee.Shop Owner

  7. Begin point of sale training. Focus should be on Opening and Closing procedures. Basics.Sales Lead

  8. Begin phone skills training. Oil change, Fast Close, and Whenever script will be the focus 1st. This is a maximum of 2 weeks given for training.Sales Lead

  9. 30 day evaluation. This must be a factual look at progress to determine continuation of employment and need for review or more investment on the procedures learned to this point. Continue to next step if satisfactory.Shop Owner

  10. Train employee on proper use of the Company Brochure. Include documentation expectations.Sales Lead

  11. Train employee on the use of the Coupon script.Sales Lead

  12. Train the 10 second rule and the why behind it.Sales Lead

  13. Train employee on the New and Loyal customer greeting steps. Include all documentation and procedures applicable.Sales Lead

  14. Point of sale training: New/Loyal intake and delievery and documentaion. Service reminders and other procedures related to begining Staging should be done here as well.Sales Lead

  15. Discuss the company warranty and warranty procedures including documentation expectations.Sales Lead

  16. Teach Staging and all documentaion/procedures that are related.Sales Lead

  17. 60 day evaluation. This must be a factual look at progress to determine continuation of employment and need for review or more investment on the procedures learned to this point. Continue to next step if satisfactory.Shop Owner

  18. Train the employee on the inspection process. They must understand the process and how to properly read and interpret. If technical training is needed, complete prior to next step.Sales Lead

  19. Train the employee on the Show and Stare process if applicable.Sales Lead

  20. Train Full disclousure script and process.Sales Lead

  21. Train Full system isolation script and process.Sales Lead

  22. Train 4 C's and proper work order analysis.Sales Lead

  23. Teach Hearing and Reframe triangles. AdvisorPro would be a better option here if possible.Sales Lead

  24. Teach employee how to identify and overcome stalls and objections.Sales Lead

  25. 90 day evaluation. Role playing processes are the best approach. Review the weaknesses. Continue to next step if satisfactory.Shop Owner

  26. Teach and ensure they understand weekly billed hours goals as well as tool box meeting procedures.Sales Lead

  27. Teach work order audits.Sales Lead

  28. Teach call audits.Sales Lead

  29. Teach team lead process and procedures if applicable.Sales Lead