Jane’s Handbook - Hiring, Onboarding, and Training Your Front Desk Staff - The Master Checklist

Sep 11, 2026

Uploaded by Asher

A practical hiring, onboarding, and training handbook for clinic front desk staff, built around a step-by-step Master Checklist. It guides role assessment and job posting design, structured resume review and screening questions, and interviewer categories covering skills, company fit, and background checks. It then details onboarding planning, workspace and technology preparation, plus a training plan with resources, shadowing schedules, and a method to monitor progress and evaluate training success.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages10

Reading Time4 min

AccessFree to download

The Master Checklist

Hiring

Onboarding

Training

Role Assessment & Job Posting

The Job

Logistics

Wish List

Compensation, Benefits, and Culture

Jane’s Handbook for Hiring, Onboarding, and Training Your Front Desk Staff tasks The Master Checklist 1 search Role Assessment & Job Posting 2 phone Screening Call Questions 5 comments Interview Categories 6 clipboard-list-check Onboarding Program Checklist 7 book Training Checklist 8 calendar-plus Sample Onboarding & Training Schedule 9 For more hiring, onboarding, and training tips, scan [this QR code or visit jane.app/blog](this QR code or visit jane.app/blog) Hiring, Onboarding, and Training The Master Checklist We’ve put together a Master Checklist to help keep you on track and feeling organized during this process. search Hiring 􀂉 Role assessment 􀂉 Job posting 􀂉 Screen \#1: Review resume and cover letter 􀂉 Screen \#2: Phone interview 􀂉 Interview \#1: Skills and abilities 􀂉 Interview \#2: Company fit 􀂉 References and criminal record check (if applicable) 􀂉 Extend formal offer 􀂉 Contract signing 􀂉 Establish a start date and onboarding/training schedule clipboard Onboarding 􀂉 􀂉 􀂉 􀂉 􀂉 􀂉 Create an onboarding plan and schedule Schedule time/meetings with key players Let coworkers know when to expect them Prepare their workspace Prep their tech: log-ins, passwords, phone numbers, emails, etc. Gather any resources you may want them to review calendar Training 􀂉 Create a training plan and schedule 􀂉 Gather resources (ex. Jane’s Front Desk Training!) 􀂉 Schedule time with current employees for training/shadowing as needed 􀂉 Create a plan to monitor progress and evaluate the success of training For more hiring, onboarding, and training tips, scan the QR code at the front of this [handbook or visit jane.app/blog](handbook or visit jane.app/blog) 1 Hiring, Onboarding, and Training Role Assessment & Job Posting There are two things you need to establish before you begin the hiring process: 􀂉 What do you need the person in this role to do for you? 􀂉 What can you offer the person in this role? Bonus: once you’ve filled out this worksheet, you can use it to create your job posting! BRIEFCASE The Job What will their day-to-day duties be? Get super specific! Have someone who’s doing the job keep a log or walk through what you think a day might look like. y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ What will their overarching responsibilities be? Are there long-term projects or goals with this role? Will there be things they need to do monthly/yearly? y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ CLIPBOARD-CHECK Logistics Who will they report to and who will report to them? y They report to: y They have direct reports: 1. 2. What will their days/hours of work be? Are these flexible or rigid? y _______________________________ y _______________________________ TROPHY Wish List Experience (required/preferred): y _______________________________________________________________________ y _______________________________________________________________________ y _______________________________________________________________________ y ____________________________________

FAQs

What are the two key items to establish before starting the hiring process?

Clarify what you need the person in the role to do and what you can offer them in return. This ensures the job posting and expectations match the role requirements.

What screening and interview steps are included in the Master Checklist?

It includes reviewing the resume and cover letter, a phone interview, and two interview rounds: skills and abilities, then company fit. It also covers references and a criminal record check when applicable, followed by a formal offer and contract signing.

What does the onboarding checklist focus on after hiring?

It focuses on creating an onboarding plan and schedule, coordinating with key players, notifying coworkers of timing, preparing workspace, and setting up technology such as log-ins, passwords, phone numbers, and email accounts.

Sep 11, 2026

Uploaded by Asher