New Agent Training Checklist
Complete this checklist to verify all required training steps for new agents have been finished and reviewed.
Agent Full Name
*
First Name
Last Name
Agent Email Address
*
example@example.com
Start Date of Training
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Department
*
Please Select
Sales
Customer Service
Technical Support
Operations
Other
Training Modules Completed
*
Company Overview
Product/Service Knowledge
Compliance & Policies
Customer Interaction Skills
System/Software Training
Shadowing Sessions
Role-Play Exercises
Other
Onboarding Tasks Completed
*
HR Paperwork
Access to Systems/Tools
Workstation Setup
Introductions to Team
Other
Supervisor Name
*
First Name
Last Name
Date of Checklist Review
*
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Supervisor Evaluation
*
Rows
Not Started
In Progress
Completed
Attendance & Punctuality
1
2
3
Understanding of Role
4
5
6
Communication Skills
7
8
9
Teamwork
10
11
12
Initiative
13
14
15
Additional Comments or Feedback
Agent Acknowledgment Signature
*
Submit Checklist
Submit Checklist
Should be Empty: