Induction Checklist

Name of employee:	Job title:
Start date:	Date induction completed:   (with signature of new starter)

First day	Carried out by	Date	Notes
Welcomed by
Show new employee where they will be working
Introduce them to their line manager, colleagues, including their ‘buddy’ and senior managers
Show new employee  rest of organisation including facilities
Deal with any key matters such as their P45, National Insurance number and security card
Outline health & safety
First week	Carried out by	Date	Notes
Introduction to the company
Who’s who,  how it works and what it produces
Future plans and developments
Brief history
New employee’s job
Explain it fully, how it fits in the organisation and work practices
Outline expected performance and how it will be assessed
Training
Possible opportunities for  future development
New employee’s terms and conditions of employment Run through…
them to ensure they understand and have them in writing
This includes details of any probationary period
… and hours, breaks, holidays and when they will get paid
Pension information
The organisation’s important rules on: · job performance · discipline · absence, including because of illness and sick pay · complaints against staff, such as bullying and harassment Also say where more details can be found
Other important rules such as use of the company internet, email and phones
Periods of notice
Maternity/paternity/ parental leave/shared parental provisions
Details such as dress code, parking, smoking and the canteen
Complete documentation on new employee’s appoinment for their  personal file to be kept securely
Health & safety   Detailed training on health & safety in the organisation
First month	Carried out by	Date	Notes
The organisation’s commitment to being an equal opportunities employer
Details of any employee representation, including any trade union membership
Towards the end of four weeks, an informal meeting with the line manager to assess how the new starter is adjusting to their role, and whether they have any particular coaching or training needs, or other concerns
At three months	Carried out by	Date	Notes
Review with the line manager how the new starter is settling in and performing   This is also an opportunity to pinpoint any development needs, set timescales for achieving them and adjust work targets if required

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