Free Small Business Induction Checklist Template
Small Business Induction Checklist
Pre-Induction Preparation
|
Task |
Completed (✔) |
|---|---|
|
Confirm the employee’s start date |
|
|
Prepare the workstation (desk, computer, phone) |
|
|
Set up necessary software and accounts (email, internal systems) |
|
|
Create an orientation schedule and share it with the new hire |
|
Day 1: Introduction and Orientation
Welcome and Overview
|
Task |
Completed (✔) |
|---|---|
|
Conduct a welcome session and introduce the new employee to the team |
|
|
Provide an overview of the company’s history, mission, and values |
|
|
Discuss the organizational structure and key personnel |
|
Policies and Procedures
|
Task |
Completed (✔) |
|---|---|
|
Review the employee handbook, covering company policies, code of conduct, attendance, and leave policies |
|
|
Discuss workplace health and safety procedures |
|
|
Explain emergency procedures (fire exits, first aid) |
|
Role-Specific Training
|
Task |
Completed (✔) |
|---|---|
|
Provide an overview of job responsibilities and expectations |
|
|
Introduce the employee to tools and software required for their role |
|
|
Schedule training sessions for specific tasks or systems |
|
Week 1: Integration and Development
Orientation Activities
|
Task |
Completed (✔) |
|---|---|
|
Arrange meetings with key team members and stakeholders |
|
|
Conduct a facility tour, including key areas (break room, restrooms, etc.) |
|
|
Schedule time for the employee to shadow a colleague in their role |
|
Performance and Development
|
Task |
Completed (✔) |
|---|---|
|
Discuss performance evaluation processes and timelines |
|
|
Set initial goals and objectives for the first 30, 60, and 90 days |
|
|
Review available professional development opportunities (training, courses) |
|
Ongoing Support
|
Task |
Completed (✔) |
|---|---|
|
Assign a mentor or buddy to support the new employee during their transition |
|
|
Schedule regular check-ins to discuss progress and address any concerns |
|
|
Encourage feedback on the induction process for continuous improvement |
|
Conclusion of Induction
|
Task |
Completed (✔) |
|---|---|
|
Confirm understanding of policies and procedures |
|
|
Collect any required documents (tax forms, identification) |
|
|
Ensure the employee feels welcomed and supported in their new role |
|
