Onboarding plan
Shipping and Receiving Clerk Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new shipping and receiving clerk from first day to full productivity.
Shipping and Receiving Clerk onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: Forklift operator training, MSSC Certified Logistics Associate (CLA) (as applicable)
- Prepare equipment and access: warehouse management systems (WMS); barcode scanners and label printers; pallet jacks and forklifts; scales
- Assign a buddy or preceptor
- Enroll the new hire in Shipping and Receiving Clerk training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Use proper lifting and team lifts
- Stay clear of forklift traffic
- Chock trailers before loading or unloading
- Keep docks and aisles clear
- Shadow an experienced shipping and receiving clerk through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: receive a shipment
- Supervised practice: prepare an LTL shipment
- Supervised practice: perform a cycle count
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Check incoming shipments against paperwork: independently
- Record receipts in inventory systems: independently
- Report damages, shortages and overages: independently
- Prepare and label outgoing shipments: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, Forklift operator training)
- Discuss the career path: Shipping or Receiving Clerk → Inventory Specialist → Warehouse Lead
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Receive a Shipment | |||
| Prepare an LTL Shipment | |||
| Perform a Cycle Count | |||
| Inventory software | |||
| Receiving procedures | |||
| Shipping documentation | |||
| Cycle counting |
How to measure onboarding success
- Units per hour or stops per day versus target
- Pick, scan or delivery accuracy
- Incidents and equipment damage
- 30- and 90-day retention
How Shipping and Receiving Clerk training maps to this plan
- Introduction to the Shipping and Receiving Clerk Role
- A Day on the Job
- Essential Shipping and Receiving Clerk Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Shipping and Receiving Clerk Career
- Final Knowledge Check
