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