How to Create an Equipment Checklist for Each Job Role

Why Have an Equipment Cecklist for Each Job

• clearly defines what the company provides or needs to provide for each job position
• makes onboarding new employees easier

How does it work?

• Your job description outlines the job requirements needed for the position
• For work equipment, this means listing the essential tools or resources required to get the job done

How to Create an Work Equipment List for a Job Role

1. Start by creating a list of all job roles
2. Have a job requirements catalog ready for each role
3. Assign the necessary equipment for each role (such as computers, office supplies, safety gear, keys, software, etc.)
4. This will create a checklist you can use as a reference, for example, when planning a new employee’s onboarding

How to Use the Equipment List During Employee Onboarding

• The list acts as a guide and foundation for building the employee onboarding checklist

View Required Work Equipment on the Employee Profile

• On the employee profile, go to the "Job Assignment" tab and click "Show Job Requirements"
• A list of required work equipment and other job-related items will appear
• Work equipment that has been issued or assigned

TIP: In the "Assigned" tab, you can see the list of equipment currently issued to the employee. Learn how employees can view this