Staff Induction Checklist
Table of Contents
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
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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.