Induction or onboarding programme checklist form template
Use this model induction programme checklist to record key stages of a new employee commencing work with a Company.
This should include meeting key staff, completing important documentation or contracts, and understanding Company/department values.
- 3 pages / 849 words.
- Last updated 01/02/2025.
- Designed for United Kingdom use.
- Suitable for use in other territories; check local laws first.
- Instantly download as Word / PDF / plain text, or send by email.
- Includes 12 months’ access, with all updates to this page provided free of charge and notified to you.
Induction or onboarding programme checklist form
| Name: | |
| Job title: | |
| Department: | |
| Manager: | |
| Start date: |
Pre-joining - HR tasks
| Task | Date Completed |
| Issue offer/contract | |
| Initiate eligibility to work checks | |
| Organise PPE ready for day 1 | |
| Request references | |
| Organise attendance at next department presentations | |
| Organise welcome meeting with MD (to run with no less than 2 new joiners at a time) | |
| Organise Office IT Systems induction | |
| Inform the Company |
Pre-joining - Line Manager tasks
| Task | Date Completed |
| Determine office/work location requirements | |
| Organise training | |
| Select Buddy (Choose someone who has agreed to be a point of contact for a new member of staff and who can provide informal guidance and encouragement during their first few weeks of employment) |
Day 1
| Task | Date Completed |
| Introduction to the Company:
Welcome Complete joiner forms Issue and talk through Induction pack containing:
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An induction program checklist is a document that outlines the key activities and tasks that should be completed as part of an induction program for new employees. It is designed to ensure that all new employees receive a consistent and comprehensive orientation to the organisation, its culture, and its policies and procedures.
Having an induction program checklist can ensure that new employees have a smooth and positive onboarding experience and can begin contributing to the organisation as quickly and effectively as possible.
An induction programme checklist can help to ensure that all relevant information is covered and that new employees have a clear understanding of their roles, responsibilities, and rights from the start of their employment.
Compliance
Compliance
This Induction or onboarding programme checklist form template incorporates relevant UK laws and HR standards, including those listed below:
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The Health and Safety at Work etc. Act 1974: This is the primary legislation governing health and safety in the workplace in the UK. It requires employers to provide a safe working environment, and new employees must be made aware of their health and safety responsibilities as part of their induction.
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The Equality Act 2010: This prohibits discrimination on the basis of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or belief, sex, or sexual orientation. Employers must ensure that their induction programme is accessible to all employees, including those with disabilities, and does not unfairly discriminate against any protected characteristic.
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The Data Protection Act 2018: This regulates the collection, use, and storage of personal data, including employee data. Employers must ensure that their induction programme complies with data protection laws and that employees are made aware of their data protection rights.
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The Working Time Regulations 1998: This sets out the legal limits on working hours and rest breaks for employees. Employers must ensure that new employees are made aware of their rights and entitlements under these regulations as part of their induction.
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The Employment Rights Act 1996: This sets out various employment rights that employees are entitled to, such as the right to receive a written statement of terms and conditions of employment. Employers must ensure that new employees are made aware of these rights as part of their induction.
Frequently Asked Questions
Frequently Asked Questions
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Can I use this template in my small business?
Yes. The Induction or onboarding programme checklist form template is designed to be flexible and suitable for organisations of all sizes, including small businesses and charities. It follows UK employment law best practice, so even if you don't have an in-house HR team, you can confidently apply it.
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Is this template compliant with 2025 UK employment law?
Absolutely. All of our templates are drafted with the latest ACAS guidance and UK employment legislation in mind. We review and update them regularly, so you can be confident they remain compliant.
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Can I customise it for my organisation?
Yes, we highlight the areas that you need to update with your own details, and where you need to make decisions to suit your situation. This saves you time and ensures that you meet best practice.
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Do I get instant access?
Yes. Once purchased, you'll be able to download it instantly. Templates are provided in editable Word or Excel format so you can customise them easily, and in PDF format for easy sharing.
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What if I need more help, not just this template?
If you're looking for broader support, we also offer toolkits and library bundles that include this template, along with other HR templates and policies for fully managing your situation. These may be more cost-effective if you need deeper advice.
