Free Small Business Induction Checklist

Confirm the employee’s start date

Prepare the workstation (desk, computer, phone)

Set up necessary software and accounts (email, internal systems)

Create an orientation schedule and share it with the new hire

Conduct a welcome session and introduce the new employee to the team

Provide an overview of the company’s history, mission, and values

Discuss the organizational structure and key personnel

Review the employee handbook, covering company policies, code of conduct, attendance, and leave policies

Discuss workplace health and safety procedures

Explain emergency procedures (fire exits, first aid)

Provide an overview of job responsibilities and expectations

Introduce the employee to tools and software required for their role

Schedule training sessions for specific tasks or systems

Arrange meetings with key team members and stakeholders

Conduct a facility tour, including key areas (break room, restrooms, etc.)

Schedule time for the employee to shadow a colleague in their role

Discuss performance evaluation processes and timelines

Set initial goals and objectives for the first 30, 60, and 90 days

Review available professional development opportunities (training, courses)

Assign a mentor or buddy to support the new employee during their transition

Schedule regular check-ins to discuss progress and address any concerns

Encourage feedback on the induction process for continuous improvement

Confirm understanding of policies and procedures

Collect any required documents (tax forms, identification)

Ensure the employee feels welcomed and supported in their new role