E-commerce operations · Warehouse
Seasonal warehouse staff onboarding
Get temporary staff ready for peak season safely and quickly. Each new starter fills in their details through a shared link, follows the same induction and training, and works alone only after a sign-off.
- Duration: First week, plus the end of the season
- How often: For every seasonal starter
- Steps: 8 steps
- AI agents: 1 AI agent
- Approvals: 2 approvals
Free plan, no credit card needed.
What changes with this template
Without it
Temps arrive on day one without shoes, a login or a locker.
The safety induction depends on which shift lead is on duty.
New pickers work alone after a day, and mispicks pile up.
Scanners and vests go missing at the end of the season.
With it
Equipment is ready before day one from the details the starter filled in.
Every starter gets the same induction, and picking stays locked until sign-off.
The warehouse manager signs off accuracy before anyone works alone.
Equipment return and closed logins are ticked off on every run.
The template, step by step
Each step says who does it: someone on your team, an AI agent, or the client through a shared link. An approval keeps every later step locked until it is given.
- Done by your team
- Done by an AI agent
- Done by the client, through a shared link
Starts when
A temporary worker accepts a role for the peak season. The warehouse manager starts a run with their name, start date and role.
- 1
Confirm the start and share the link
Week before the startWarehouse manager · Team
Record the starter's details, and email them the site rules together with the shared run link, so they know what to fill in before day one.
Checklist
- Contract or agency booking confirmed
- Site rules and shared link sent to the starter
Fields to fill in
- Starter name (required)
- Start date (required)
- Role (required)
- Starter email (required)
- 2
Fill in your details before day one
Before day oneNew starter · Shared link
Through the shared link, the new starter enters an emergency contact, their safety shoe size and shift availability, and confirms they have read the site rules they received by email.
Checklist
- Site rules read
- Will bring ID on day one
Fields to fill in
- Emergency contact phone (required)
- Safety shoe size (required)
- Shift availability (required)
- 3
Draft the first-day message
Before day oneWelcome message writer · AI agent
The welcome message writer drafts the first-day message from the details on the run: start time, entrance, who to ask for, what to wear and what to bring.
Fields to fill in
- Draft first-day message (required)
Checked by: The shift lead checks the message and sends it in step 4.
- 4
Prepare equipment and send the first-day message
Before day oneShift lead · Team
Check and send the first-day message, and get the starter's safety shoes, high-visibility vest, scanner login and locker ready.
Checklist
- First-day message checked and sent
- Safety shoes and vest ready
- Scanner login created
- Locker assigned
- 5
Give the safety induction
Day 1Shift lead · Team
Check the starter's ID, and walk them through fire exits, first aid, forklift routes, safe lifting and what to do after an accident.
Checklist
- ID checked
- Fire exits and assembly point shown
- Forklift routes and walkways shown
- Safe lifting explained
Fields to fill in
- Induction date (required)
Approval: The starter does not start picking until the shift lead signs off the safety induction.
- 6
Train picking and packing with a buddy
Days 1 to 3Shift lead · Team
Pair the starter with an experienced picker to learn the scanner, pick routes, packing standards and how to report a wrong or damaged item.
Checklist
- Scanner and pick routes
- Packing standard per product type
- Reporting wrong or damaged items
Fields to fill in
- Buddy (required)
- 7
Sign off to work alone
Hidden from the shared linkEnd of week 1Warehouse manager · Team
Check the starter's pick accuracy and packing quality from their first shifts, and sign them off to work alone or extend the buddy period.
Checklist
- Pick accuracy checked
- Packing quality checked
Fields to fill in
- Decision (required)
- Notes for the shift lead
Approval: The starter works alone only after the warehouse manager signs them off.
- 8
End the season and collect the equipment
Hidden from the shared linkEnd of seasonShift lead · Team
Collect the equipment, close the scanner login and rate the starter for next season.
Checklist
- Scanner and vest returned
- Logins closed
- Locker emptied
Fields to fill in
- Rating for next season (required)
- Notes for next season
Done when
The starter has completed the safety induction and training, picks and packs alone after sign-off, and has handed back their equipment at the end of the season.
Make it yours. Rename steps, change owners and add checklist items, fields or approvals. The template is a starting point for the way your team works.
The AI agents in this template
An agent only works on its own steps, and a person on your team checks what it did. Anything an agent writes to a connected app waits for approval unless you allow it.
Welcome message writer
Drafts each starter's first-day message from the details on the run.
What it does
- Reads the start date, role and details the starter filled in
- Follows the site information in its step instructions
- Writes the first-day message into its step
- Completes its step, so the shift lead can check and send it
Checked by: The shift lead checks the message and sends it in step 4.
Questions this template answers
Give every starter the same run, with their own details collected before day one and the same induction and training. In step 2 each starter fills in their details through a shared link, and steps 5 to 7 cover induction, training and sign-off.
Cover ID, fire exits, first aid, forklift routes, safe lifting and what to do after an accident on day one, before the starter touches stock. Step 5 lists each of these, and it is an approval gate: picking stays locked until the shift lead signs off.
Check pick accuracy and packing quality from the first shifts instead of counting days worked. Step 7 is an approval gate where the warehouse manager signs the starter off or extends the buddy period.
Ask for shoe size and availability before day one, and prepare the equipment from that. The starter enters them in step 2, and step 4 ticks off shoes, vest, scanner login and locker.
Let AI write the first-day message from the details you already have, and let a person check it. In step 3 the welcome message writer drafts it, and in step 4 the shift lead checks it and sends it.
Rate every starter at the end of the season while the shift leads still remember them. Step 8 records the rating together with the equipment return, so next season starts with a list of people to call first.
Run this workflow in OKiDO
Set up the steps, owners and approvals once, then start a run for every new case.