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.

Updated By the Career Education Institute Curriculum Team
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 taskTrainedObservedSigned 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

  1. Introduction to the Shipping and Receiving Clerk Role
  2. A Day on the Job
  3. Essential Shipping and Receiving Clerk Vocabulary
  4. Core Duties and Responsibilities
  5. Common Tasks, Step by Step
  6. Tools, Equipment and Technology
  7. Safety, Compliance and Professional Standards
  8. Skills Employers Look For
  9. Launching Your Shipping and Receiving Clerk Career
  10. Final Knowledge Check
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