Free Company Induction Checklist Template
Company Induction Checklist
Employee Information
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Details |
Information |
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Employee Name: |
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Position/Title: |
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Department: |
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Start Date: |
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Manager/Supervisor: |
1. Pre-Induction Preparations
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Task |
Status |
|---|---|
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Send a welcome email with induction details |
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Set up a workstation (computer, phone, etc.) |
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Create necessary system logins and email |
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Assign a mentor or onboarding buddy |
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Prepare first-week schedule for new hire |
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2. Introduction to the Company
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Item |
Status |
|---|---|
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Provide an overview of the mission, vision, and values |
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Explain company structure and key departments |
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Review products/services and main clientele |
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Share Employee Handbook (policies and procedures) |
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Discuss company culture and workplace expectations |
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3. Role and Responsibilities
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Item |
Status |
|---|---|
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Provide job description and primary duties |
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Explain performance expectations and criteria |
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Outline initial projects or tasks |
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Clarify reporting structure and supervisors |
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Schedule 30-, 60-, and 90-day review |
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4. Health, Safety, and Security
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Item |
Status |
|---|---|
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Provide health and safety training |
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Explain security policies and procedures |
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Issue employee ID badge/access card |
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Discuss ergonomic practices for workstation |
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Review data security and privacy policies |
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5. Technology and Tools
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Item |
Status |
|---|---|
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Provide login credentials for necessary systems |
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Set up access to internal communication tools |
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Offer training on role-specific software/tools |
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Explain IT support and help request procedures |
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Provide access to the intranet or employee portal |
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6. Human Resources and Benefits
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Item |
Status |
|---|---|
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Complete HR paperwork (tax forms, etc.) |
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Review company benefits (health insurance, etc.) |
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Explain leave policies (vacation, sick leave) |
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Discuss work schedule and flexibility policies |
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Provide HR contact information |
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7. Introduction to Team and Key Contacts
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Item |
Status |
|---|---|
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Introduce to direct team members |
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Schedule meetings with key team members |
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Assign onboarding mentor/buddy |
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Provide a list of relevant department contacts |
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Arrange cross-functional team introductions |
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8. Workplace Tour (For On-Site Employees)
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Location/Task |
Status |
|---|---|
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Tour office/facility, show workspaces |
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Locate meeting rooms, restrooms, and break areas |
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Show lounge, cafeteria, or on-site amenities |
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Explain parking and building access rules |
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Introduce on-site support staff |
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9. End of First Week
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Task |
Status |
|---|---|
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Conduct a one-week check-in to review the progress |
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Gather feedback on the induction process |
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Discuss additional training or support needs |
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Reconfirm 30-, 60-, and 90-day review dates |
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Completion
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HR Signature: ____________________
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Manager Signature: ____________________
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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.
