Spa Onboarding Checklist Form

This Spa Onboarding Checklist is designed to streamline the integration of new staff. Use it to ensure all essential steps are completed for a successful onboarding experience.

I. Pre-Arrival Documentation

• Sign employment contract.

• Submit copies of certifications and licenses.

• Complete background check (if applicable).

• Sign spa policies acknowledgment form.

• Provide emergency contact information.

II. Welcome and Orientation

• Receive welcome packet.

• Meet the spa team and management.

• Tour spa facilities (treatment rooms, lounge, etc.).

• Overview of spa services (massages, facials, etc.).

• Introduction to company culture, mission, and values.

III. HR and Administrative Setup

• Complete new hire paperwork (W-4, I-9).

• Set up employee benefits (health insurance, PTO).

• Get training on scheduling and timekeeping systems.

• Review employee handbook.

• Submit direct deposit information.

IV. Training and Education

• Product knowledge training (skincare, beauty products).

• Hands-on training for spa equipment and tools.

• Review service protocols for treatments.

• Understand health and safety guidelines.

• Training on customer service and client interaction.

V. Technology and Software Setup

• Training on booking/scheduling software.

• Introduction to point-of-sale (POS) system.

• Overview of client management software.

• Set up access to internal communication tools.

• Create login credentials for work systems.

VI. Compliance and Legal

• Review client confidentiality (HIPAA regulations, if applicable).

• Discuss OSHA standards for workplace safety.

• Review COVID-19 protocols and safety measures (if applicable).

• Training on sanitation and hygiene protocols.

• Sign off on compliance and safety acknowledgments.

VII. Shadowing and Mentorship

• Assign mentor or senior staff member for guidance.

• Schedule shadowing sessions with experienced staff.

• Set up regular check-ins with spa manager.

• Participate in mentor-led client appointments.

• Receive feedback on shadowing experience.

VIII. Completion and Feedback

• Review checklist with spa manager.

• Complete final sign-off by new hire and manager.

• Submit feedback on the onboarding process.

• Set goals for probationary period.

• Confirm readiness for independent client appointments.

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