Company Induction Checklist

Company Induction Checklist


Employee Information

Details

Information

Employee Name:

Position/Title:

Department:

Start Date:

Manager/Supervisor:

1. Pre-Induction Preparations

Task

Status

Send a welcome email with induction details

Set up a workstation (computer, phone, etc.)

Create necessary system logins and email

Assign a mentor or onboarding buddy

Prepare first-week schedule for new hire

2. Introduction to the Company

Item

Status

Provide an overview of the mission, vision, and values

Explain company structure and key departments

Review products/services and main clientele

Share Employee Handbook (policies and procedures)

Discuss company culture and workplace expectations

3. Role and Responsibilities

Item

Status

Provide job description and primary duties

Explain performance expectations and criteria

Outline initial projects or tasks

Clarify reporting structure and supervisors

Schedule 30-, 60-, and 90-day review

4. Health, Safety, and Security

Item

Status

Provide health and safety training

Explain security policies and procedures

Issue employee ID badge/access card

Discuss ergonomic practices for workstation

Review data security and privacy policies

5. Technology and Tools

Item

Status

Provide login credentials for necessary systems

Set up access to internal communication tools

Offer training on role-specific software/tools

Explain IT support and help request procedures

Provide access to the intranet or employee portal

6. Human Resources and Benefits

Item

Status

Complete HR paperwork (tax forms, etc.)

Review company benefits (health insurance, etc.)

Explain leave policies (vacation, sick leave)

Discuss work schedule and flexibility policies

Provide HR contact information

7. Introduction to Team and Key Contacts

Item

Status

Introduce to direct team members

Schedule meetings with key team members

Assign onboarding mentor/buddy

Provide a list of relevant department contacts

Arrange cross-functional team introductions

8. Workplace Tour (For On-Site Employees)

Location/Task

Status

Tour office/facility, show workspaces

Locate meeting rooms, restrooms, and break areas

Show lounge, cafeteria, or on-site amenities

Explain parking and building access rules

Introduce on-site support staff

9. End of First Week

Task

Status

Conduct a one-week check-in to review the progress

Gather feedback on the induction process

Discuss additional training or support needs

Reconfirm 30-, 60-, and 90-day review dates


Completion

  • HR Signature: ____________________

  • Manager Signature: ____________________

  • Employee Signature: ____________________

Note: Completion of each item ensures a thorough and structured onboarding experience for the new employee. This checklist can be modified to meet the specific needs of the department or role.

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