Free Workplace Induction Checklist Template
Workplace Induction Checklist
1. Welcome and Introduction
Checklist Item |
Completed |
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Greet new employees and provide a warm welcome. |
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Introduce the employee to key team members and immediate colleagues. |
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Provide an overview of the company, its mission, vision, and values. |
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Discuss the company's culture, work hours, and workplace etiquette. |
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2. Job Role Overview
Checklist Item |
Completed |
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Review the job description, roles, and responsibilities. |
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Outline expectations for performance, goals, and upcoming projects. |
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Introduce KPIs and probation objectives. |
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3. Workspace and Equipment
Checklist Item |
Completed |
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Assign a workstation, desk, or office. |
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Provide necessary equipment (e.g., computer, phone, access cards). |
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Guide the employee on how to use office equipment (printers, scanners, etc.). |
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Provide company system login credentials. |
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4. Policies and Procedures
Checklist Item |
Completed |
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Review the employee handbook. |
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Go over company policies on attendance, dress code, and breaks. |
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Cover HR policies, including leave requests, sick days, and holidays. |
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Understand confidentiality agreements or data protection policies. |
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5. Health and Safety
Checklist Item |
Completed |
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Introduce emergency procedures (fire exits, first-aid kits, etc.). |
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Identify safety officers and emergency contacts. |
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Provide an overview of health and safety practices relevant to the workspace. |
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Review applicable COVID-19 or health guidelines. |
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6. IT and Systems Access
Checklist Item |
Completed |
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Set up company email and relevant communication tools. |
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Provide access to software, databases, and other digital resources. |
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Arrange training on company systems or specific software, if needed. |
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Verify access to internal portals like intranet or HR systems. |
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7. HR and Payroll
Checklist Item |
Completed |
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Ensure completion of employment forms (tax forms, direct deposit forms). |
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Set up payroll information and explain the pay schedule. |
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Review benefits package, including health insurance and retirement plans. |
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Discuss available employee assistance programs. |
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8. Training and Development
Checklist Item |
Completed |
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Schedule initial job training sessions. |
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Provide access to relevant training materials, manuals, or online courses. |
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Introduce the new employee to any mentors or training supervisors. |
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Explore ongoing training and development opportunities. |
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9. Tour of Facilities
Checklist Item |
Completed |
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Show the new employee around the workspace, including: |
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- Restrooms |
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- Break areas or cafeteria |
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- Meeting rooms |
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- Any other relevant areas. |
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10. Review of Expectations and Follow-Up
Checklist Item |
Completed |
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Review initial goals and expectations for the first month. |
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Set up regular check-ins or one-on-one meetings with the supervisor. |
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Schedule a follow-up meeting to address any questions or concerns after the first week. |
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Confirm understanding and address questions. |
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Completion Verification
Employee Signature |
Supervisor Signature |
Date of Completion |
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