Customer Onboarding Process

1. Purpose

This Standard Operating Procedure establishes guidelines for customer onboarding processto ensure consistent, safe, and compliant operations across all departments.

2. Scope

This procedure applies to all employees, contractors, and visitors within the Operationsdepartment who are involved in related activities.

3. Responsibilities

• Department Manager: Ensures compliance with this SOP
• Team Leads: Monitor daily adherence to procedures
• All Staff: Follow procedures as outlined

4. Procedure Steps

1. Review all relevant documentation before beginning
2. Verify required equipment and materials are available
3. Follow safety protocols at all times
4. Document all activities as required
5. Report any deviations immediately to supervisor

5. Documentation Requirements

All activities must be documented in the appropriate logs and systems. Records must be retained for a minimum of 3 years.

6. References

• Company Safety Manual
• Regulatory Compliance Guide
• Department Training Materials