Staff Induction Checklist
4.8/5 with 117 votes
Table of Contents
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- Workstation
- Organise computer, phone, desk, chair, door name tag.
- Check that workstation is ergonomic.
- Communication
- Demonstrate use of telephone, voicemail.
- Notify switchboard of employee's details.
- Establish e-mail address.
- Introduce to local IT support staff.
- Advise on external/internal mail process, stationery supplies.
- Environment
- Show location of emergency exits and assembly point, emergency information and procedures.
- Show location of light switches, toilets, coat lockers, tea room, food outlets.
- Explain parking regulations/locations.
- Working conditions
- Explain start and finish times, tea and lunch breaks, flexi-time, pay days, visitors procedures.
- Provide list of names, titles and positions of people who are significant to the new staff member's workplace.
- Introduce to colleagues.
- If appropriate, assign a work colleague to "look after" the new employee.
- Safety and Security
- Explain health and safety policy and procedures.
- Explain confidentiality and security standards.
- Explain hazard, incident and illness reporting procedures.
- Introduce key environment and safety persons.
- Job Performance
- Discuss position description.
- Discuss performance expectations, standards and measurements.
- Discuss performance development framework.
- Discuss probationary process/code of conduct.
- Discuss any relevant work hazards.
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Presented by:
Alex Strickland
Stats
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86
Views: 86
Uses
3
Uses: 3
Tasks
29
Tasks: 29
Who it's for
This Staff Induction Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Staff Induction steps every time, regardless of who executes
- Save time - reuse a proven Staff Induction workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Staff Induction checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Staff Induction Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Staff Induction comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 117 votes