Employee Induction Checklist Template

Inducting a new employee into your organisation is full of excitement for both the organisation and the new starter. There’s also a certain amount of administration that needs to be completed, and of course you never want to miss an opportunity to make a great first impression.

How do you prioritise your induction processes? Is it about completing the employment paperwork in a timely manner, or giving your new starter the best transition into their new role? Is there a cultural focus in your organisation that needs to be communicated? Or multiple stakeholders who need to be updated on the induction process? Most likely it’s a combination of all of these and potentially more. Here’s some of the things you should consider when it comes time to review your induction process.

  1. Health and safety/compliance
  2. Communciation with stakeholders
  3. Onboarding of new starter
  4. Administration
  5. After onboarding reporting

We’ve put together a beginner’s checklist to help you get started on thinking about how induction and onboarding should work in your organisation.  You can find a link to download a more detailed and advanced version below.

Employee Welcome Pack

Preboarding welcome

  • Welcome message
  • Confirm start date and time, parking and dress code
  • Staffing announcement

Employment checks and documentation

  • Employment contract
  • Bank account details
  • Fair Work Information Statement
  • Job description
  • Tax File Number Declaration
  • Choosing a Super Fund Form

Socialisation and culture

Introductions

  • Meeting with manager
  • Introductions to team
  • Introduction to buddy
  • Tour of the facilities
  • Intranet profile

Strategic framework

  • Vision and mission
  • Values
  • Core philosophies
  • Code of conduct

Working arrangements

  • Rosters
  • Breaks
  • Absences
  • Timesheets/sign-in and sign-out procedures
  • Resources and general supplies

Compliance

Health and safety framework

  • Work health and safety policy
  • Work health and safety system
  • Health and safety committee
  • Health and safety representative
  • First aid officers
  • Fire/emergency wardens

Health and safety reporting requirements

  • Risk assessments
  • Accidents and incidents reports
  • Non-conformance reports
  • Notification of communicable diseases
  • Hazard reporting
  • Workers compensation claims

Location of emergency facilities and equipment

  • Fire extinguishers, hoses and blankets
  • First aid facilities – first aid kit and room

Hazard specific safety training

  • Manual handling techniques
  • Use of fire equipment

Download the advanced checklist

You can download a more complete version of the checklist using the button below. You’ll get additional checklist items in each of these sections:

  • Employee Welcome Pack
  • Socialisation and culture
  • Performance
  • Compliance

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