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.
10 mins
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What is an Induction or onboarding programme checklist form?
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.
Great Britain & NI (United Kingdom), Worldwide
What legislation or best practices underpin this template / should I be aware of?
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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.
Other territories
Refer to your local employment legislation / labor laws to support the execution of the template. Review the wording for local accuracy.
Induction or onboarding programme checklist
| 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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| Review Terms and Conditions
Ensure new starter has viewed and understood information contained in their terms and conditions. |
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Health and Safety/Site Security induction:
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Office IT Systems induction:
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Introduction to the work area:
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Introduction to Buddy:
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Introduction to other members of staff:
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Week 1
| Task | Date Completed |
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Performance Standards:
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Job Specific Training and Development
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Introduction to teams
(organise to spend minimum of 2 hours with each)
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Review progress Sit down with new joiner and understand how week one has gone for them, how they have performed, and what they should expect in week 2 |
Month 1+
| Task | Date Completed |
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MD’s welcome meeting
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Presentations by department heads (to run with no less than 4/5 new joiners at a time)
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Assess induction progress
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Determine outcome of probation
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Version: [1.0]
Issue date: [date]
- It's easily editable and implementable, saving you time and money
- It's designed by CIPD accedited Chartered HR practitioners with operational experience in this area
- You will maintain compliance with ACAS guidelines, legislation, and industry best practices
- Email notifications for any updates made to this template or its accompanying materials
- 12 months of unrestricted access without any additional costs (any update in that period is free to you)
- A 25% discount on all library, toolkit, and template purchases/renewals
