Workflow Templates: Employee Training Checklist

Complete all HR paperwork, including tax forms, confidentiality agreements, and employment verification

Review employee handbook and company policies with HR representative

Set up company email, access to property management software, and other necessary accounts

Complete online training on property management basics and specific software tools

Attend in-person training sessions on customer service, emergency procedures, and maintenance requests

Participate in role-playing scenarios to handle common resident inquiries and complaints

Shadow a senior property manager to observe day-to-day operations and tenant interactions

Assist with routine property inspections and learn how to document issues

Practice handling maintenance requests and coordinating with vendors under supervision

Learn about local, state, and federal housing regulations and fair housing laws

Understand company-specific compliance procedures and reporting requirements

Review lease agreements and learn the process for lease signing, renewals, and terminations

Understand the importance of customer service in property management and best practices

Train in effective communication skills, including active listening and clear, concise responses

Learn how to manage difficult conversations and resolve disputes between tenants

Familiarize with the property's maintenance schedules and procedures

Learn safety protocols for emergencies such as fires, floods, or other natural disasters

Understand the use of personal protective equipment and safe handling of maintenance tools

Employee Training Checklist