Company Induction Checklist
Employee Information
Details | Information |
|---|
Employee Name: | |
Position/Title: | |
Department: | |
Start Date: | |
Manager/Supervisor: | |
1. Pre-Induction Preparations
Task | Status |
|---|
Send a welcome email with induction details | |
Set up a workstation (computer, phone, etc.) | |
Create necessary system logins and email | |
Assign a mentor or onboarding buddy | |
Prepare first-week schedule for new hire | |
2. Introduction to the Company
Item | Status |
|---|
Provide an overview of the mission, vision, and values | |
Explain company structure and key departments | |
Review products/services and main clientele | |
Share Employee Handbook (policies and procedures) | |
Discuss company culture and workplace expectations | |
3. Role and Responsibilities
Item | Status |
|---|
Provide job description and primary duties | |
Explain performance expectations and criteria | |
Outline initial projects or tasks | |
Clarify reporting structure and supervisors | |
Schedule 30-, 60-, and 90-day review | |
4. Health, Safety, and Security
Item | Status |
|---|
Provide health and safety training | |
Explain security policies and procedures | |
Issue employee ID badge/access card | |
Discuss ergonomic practices for workstation | |
Review data security and privacy policies | |
5. Technology and Tools
Item | Status |
|---|
Provide login credentials for necessary systems | |
Set up access to internal communication tools | |
Offer training on role-specific software/tools | |
Explain IT support and help request procedures | |
Provide access to the intranet or employee portal | |
6. Human Resources and Benefits
Item | Status |
|---|
Complete HR paperwork (tax forms, etc.) | |
Review company benefits (health insurance, etc.) | |
Explain leave policies (vacation, sick leave) | |
Discuss work schedule and flexibility policies | |
Provide HR contact information | |
7. Introduction to Team and Key Contacts
Item | Status |
|---|
Introduce to direct team members | |
Schedule meetings with key team members | |
Assign onboarding mentor/buddy | |
Provide a list of relevant department contacts | |
Arrange cross-functional team introductions | |
8. Workplace Tour (For On-Site Employees)
Location/Task | Status |
|---|
Tour office/facility, show workspaces | |
Locate meeting rooms, restrooms, and break areas | |
Show lounge, cafeteria, or on-site amenities | |
Explain parking and building access rules | |
Introduce on-site support staff | |
9. End of First Week
Task | Status |
|---|
Conduct a one-week check-in to review the progress | |
Gather feedback on the induction process | |
Discuss additional training or support needs | |
Reconfirm 30-, 60-, and 90-day review dates | |
| |
Completion
HR Signature: ____________________
Manager Signature: ____________________
Employee Signature: ____________________
Note: Completion of each item ensures a thorough and structured onboarding experience for the new employee. This checklist can be modified to meet the specific needs of the department or role.
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