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Warehouse training checklist for peak season

Álvaro Martínez
Álvaro Martínez
Content Specialist
Scalability
Reading time: 7 minutes

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Warehouse training checklist for peak season

 

A warehouse training checklist for peak season splits training into five moments: before day one, before the first shift, the first week, during peak and after peak. Each item has an owner, a deadline and a record that proves it happened.

Peak season fills the warehouse floor with people who have never worked there before. In Spain alone, Randstad expected transport and logistics to sign almost 160,000 contracts during the Christmas 2025 campaign, out of 452,950 across all sectors.¹ Most of those people are pickers, packers, loaders and forklift operators who start in the busiest weeks of the year.

New people are also the ones most likely to get hurt. Workers in their first month on a job have over three times the risk of a lost-time injury compared with colleagues who have been there more than a year, according to ten years of claims data analysed by the Institute for Work & Health in Canada.²

In this article we give you a warehouse training checklist organised by moment, with the items, the owner and the evidence to keep for each one. You can use it as it is or adapt it to your sites.  

Why peak season breaks the usual warehouse training

The training that works in March rarely survives November. Three things change at the same time:

  • Volume of new starters. Inductions that normally happen one or two at a time now happen in groups of twenty or forty, often on a Monday.
  • Shifts with no trainer. Night and weekend shifts grow fastest, and that is when the person who usually runs inductions is not on site.
  • Changes to the operation. New temporary racking, extra carriers, a different returns flow or rented equipment mean last year's procedures are partly out of date.

The legal duty does not relax either. The EU framework directive on health and safety requires employers to train every worker on recruitment, on a change of job and when new equipment is introduced.³ In Spain, the law adds that this applies whatever the type or length of the contract,⁴ so a three-week temporary picker is owed the same induction as a permanent one.  

Warehouse training checklist for peak season: the five moments

 

Moment 1: Before day one (four to six weeks ahead)

This is where most of the work happens, and where most teams start too late.

  • List every role peak adds (picker, packer, loader, forklift operator, returns) and the main tasks and risks of each.
  • Decide what must be learned before the first shift and what can be learned on the floor.
  • Review procedures against this year's layout, equipment, carriers and volumes. Anything that changed since last peak gets updated first.
  • Check which languages your new starters speak and prepare the key content in those languages.
  • Choose buddies and shift leads for each shift, including nights, and brief them on what they are expected to check.
  • Confirm how you will verify forklift operators' previous training and how you will assess them on your own equipment.
  • Set up the record: who has to complete what, and by when.  

Moment 2: Before the first shift (the induction)

The induction should be short, specific to the site and finished before anyone touches a scanner or a pallet. A realistic structure fits in under an hour:  

ModuleContentMinutes
Site layout and trafficWalkways, pedestrian and vehicle segregation, exclusion zones around forklifts and docks10
EmergenciesExits, assembly point, first aid, who to call5
Personal protective equipmentWhat to wear, where to get it, how to report damage5
Manual handlingSafe lifting for the actual loads of the role10
Site rules that cause most incidentsThe three to five rules this warehouse cannot afford to see broken10
ReportingHow to report a near miss or an injury, and why it matters5
Tools for the taskScanner, labels and the basic steps of the warehouse system for their role10

  Close the induction with a short check of understanding, a few questions per module, and keep the result. A signature on an attendance sheet proves someone was in the room, not that they understood what to do.  

Moment 3: The first week on the floor

  • Pair every new starter with a named buddy for at least the first shifts.
  • Ask the shift lead to observe each person doing the core task and sign off when it is done safely.
  • Ramp up productivity targets instead of applying full targets from day one. Pressure to hit numbers is one of the reasons new people skip steps.
  • Check in at the end of the first week: what is still unclear, what did they see that does not match the induction.  

Moment 4: During peak

  • Run short refreshers when the same near miss or error shows up twice.
  • When a process changes mid-season (a new carrier, a new returns flow), update the training and get it to every shift, not only the day shift.
  • Train people who move to a different role before they change, because the legal duty applies to transfers too.³
  • Keep an eye on agency workers who arrive mid-peak: they need the full induction, not a shortened one because "everyone is busy".  

Moment 5: After peak

  • Close the records: who completed what, and who is still pending.
  • Write down what changed in the operation this year so next year's review starts from there.
  • Mark the people you would like to bring back, so next year they only need a refresher and not the full induction.  

Who owns each item and what evidence to keep

A checklist without owners turns into a list of good intentions. This is how we would split it in a typical warehouse:  

ItemWhenOwnerEvidence to keep
Role and risk list6 weeks beforeOperations + health and safetyUpdated role list
Updated procedures4-6 weeks beforeSite managerProcedure version and date
Content in the right languages3-4 weeks beforeTraining teamCourse versions per language
Buddies and shift leads briefed2 weeks beforeShift managersList of buddies per shift
Induction completedBefore first shiftTraining teamCompletion record per person
Forklift assessment on siteBefore operatingHealth and safety

  The column that usually fails is the last one. When the labour inspectorate or an auditor asks who received which training, the answer has to be a record per person, not a pile of sign-in sheets from different sites.  

How to prepare peak season training in time

Picture this. Forty agency pickers start on a Monday in late November. Twelve of them are on nights, when the training coordinator is not on site. The induction is a slide deck from last year that still shows the old dock layout, and in practice the plan for the night shift is "stay close to whoever has been here longest".

Avoiding that scene depends on doing the Moment 1 work weeks before, and on having training that can reach every shift without the coordinator being physically there. Short modules that people complete before their first shift, in their language, with a record of who finished them, solve most of it.

That preparation does not have to start from a blank page. Platforms like Vidext turn the procedures and recordings a warehouse already has into short courses for each role, and nothing reaches the floor until someone from your team has approved it. If you want to go deeper on the content for each job, we cover it in our guide to health and safety training in logistics, from warehouse to delivery.  

Conclusion: peak season training is won in October

Most peak season incidents with new starters are not caused by people who refuse to follow the rules. They come from people who were never shown the rules properly, on a shift where nobody had time to show them.

A warehouse training checklist only works if it starts weeks before the first temporary worker arrives and ends with a record per person. For the onboarding side of the same problem, see how other logistics teams onboard drivers and warehouse operators with video and AI. The teams that get through peak safely are the ones that treated training as part of planning capacity, not as something to fit in once people are already on the floor.  

Frequently asked questions

 

What should a warehouse induction for temporary workers include?

At minimum: site layout and traffic routes, emergency procedures, personal protective equipment, manual handling for the specific role, the site rules linked to the most common incidents, how to report near misses and the basic use of scanners or the warehouse system. Temporary workers are owed the same induction as permanent staff.  

How long before peak season should warehouse training planning start?

Four to six weeks before the first new starters arrive. That leaves time to update procedures, prepare content in the right languages and brief the buddies and shift leads who will support new people.  

Is it a legal requirement to train temporary warehouse workers before they start?

In the European Union, yes. Directive 89/391/EEC requires employers to provide health and safety training on recruitment.³ In Spain, article 19 of the Occupational Risk Prevention Law (Ley 31/1995) makes it explicit: training is due at the moment of hiring, whatever the type or length of the contract.⁴  

Can a forklift operator with a previous certificate start driving straight away?

A previous training certificate proves the person was trained, but not that they can operate your equipment safely in your layout. Good practice is to check the certificate and also run a practical assessment on site before authorising them to drive.  

How do you train night shift workers when the trainer works days?

With training that does not depend on the trainer being present: short modules people complete before the shift, a named buddy on nights and a shift lead who signs off the first tasks. The record should show night shift workers completed the same content as day shift workers.  


Sources

¹ La campaña de Navidad dejará más de 9.500 contratos en Baleares, según Randstad - Última Hora ² Study finds persistence of higher injury risk for new workers - Institute for Work & Health ³ Council Directive 89/391/EEC on the introduction of measures to encourage improvements in the safety and health of workers at work - EUR-Lex ⁴ Ley 31/1995, de 8 de noviembre, de Prevención de Riesgos Laborales - BOE

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55
Assessment and authorisation
First-week sign-offEnd of week oneShift leadObservation sign-off
Mid-season updatesWhen a process changesTraining teamWho completed the update and when
End-of-peak reviewJanuaryOperations + trainingShort lessons-learned note

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