Free Workplace Induction Checklist

Workplace Induction Checklist

1. Welcome and Introduction

Checklist Item	Completed
Greet new employees and provide a warm welcome.
Introduce the employee to key team members and immediate colleagues.
Provide an overview of the company, its mission, vision, and values.
Discuss the company's culture, work hours, and workplace etiquette.

2. Job Role Overview

Checklist Item	Completed
Review the job description, roles, and responsibilities.
Outline expectations for performance, goals, and upcoming projects.
Introduce KPIs and probation objectives.

3. Workspace and Equipment

Checklist Item	Completed
Assign a workstation, desk, or office.
Provide necessary equipment (e.g., computer, phone, access cards).
Guide the employee on how to use office equipment (printers, scanners, etc.).
Provide company system login credentials.

4. Policies and Procedures

Checklist Item	Completed
Review the employee handbook.
Go over company policies on attendance, dress code, and breaks.
Cover HR policies, including leave requests, sick days, and holidays.
Understand confidentiality agreements or data protection policies.

5. Health and Safety

Checklist Item	Completed
Introduce emergency procedures (fire exits, first-aid kits, etc.).
Identify safety officers and emergency contacts.
Provide an overview of health and safety practices relevant to the workspace.
Review applicable COVID-19 or health guidelines.

6. IT and Systems Access

Checklist Item	Completed
Set up company email and relevant communication tools.
Provide access to software, databases, and other digital resources.
Arrange training on company systems or specific software, if needed.
Verify access to internal portals like intranet or HR systems.

7. HR and Payroll

Checklist Item	Completed
Ensure completion of employment forms (tax forms, direct deposit forms).
Set up payroll information and explain the pay schedule.
Review benefits package, including health insurance and retirement plans.
Discuss available employee assistance programs.

8. Training and Development

Checklist Item	Completed
Schedule initial job training sessions.
Provide access to relevant training materials, manuals, or online courses.
Introduce the new employee to any mentors or training supervisors.
Explore ongoing training and development opportunities.

9. Tour of Facilities

Checklist Item	Completed
Show the new employee around the workspace, including:
- Restrooms
- Break areas or cafeteria
- Meeting rooms
- Any other relevant areas.

10. Review of Expectations and Follow-Up

Checklist Item	Completed
Review initial goals and expectations for the first month.
Set up regular check-ins or one-on-one meetings with the supervisor.
Schedule a follow-up meeting to address any questions or concerns after the first week.
Confirm understanding and address questions.

Completion Verification

Employee Signature	Supervisor Signature	Date of Completion

Checklist Templates @ Template.net

Elevate your onboarding experience with the Workplace Induction Checklist Template from Template.net. This editable and customizable template is designed to ensure new employees are seamlessly integrated into your organization. With comprehensive sections covering essential procedures, policies, and safety protocols, you can tailor the checklist to fit your workplace’s specific requirements. Simplify the induction process and create a welcoming environment for new hires with this versatile tool!