Induction checklist 						Checklist 2

Name:		Assigned person:		
Job title:		Date:		

Prior to commencement
Induction activity	Date completed and by whom	
All employment related forms and information are completed or provided (e.g. Tax File Number declaration, superannuation forms)		
Keys and any other personal equipment have been arranged		
Work area has been set up and any equipment organised		
Other staff are advised of the commencement and role of the new staff member		
Any necessary training has been booked		
Asked to provide any necessary certified copies of certificates/qualifications		

Initial induction phase (first day and first week)
First day
Induction activity	Date completed and by whom	
Tour of workplace		
Explain building access/security/parking		
Meet with manager
• Discuss position description and requirements
• Discuss timesheets, leave entitlements, pay details and cycle
• Discuss key work outcomes
• General expected work behaviour and input
• Clarify work hours and expected attendance/absence procedures
• Clarify dress standards/uniforms
• IT overview – computer passwords, saving files, phones/fax protocols		
Explain organisational structure		
Introduce to colleagues and explain their roles		
Copies of employee handbooks, safety policies and code of conduct provided (if applicable)		
Debrief at end of day		
Work health and safety (WHS)		
Shown emergency exits		
Walked through fire drill		
Shown where the first aid facilities are and who the first aid officer is		
Shown fire extinguishers		
Shown emergency contact numbers		

Induction checklist (cont.) 				Checklist 2

First week
Induction activity	Date completed and by whom	
Discuss culture (e.g. birthdays, social activities, footy tipping, lunch)		
Discuss training and development opportunities		
Discuss policies or expected behaviour as per Code of Conduct		
Performance framework overview
• Agree individual objectives
• Explain qualifying period process and diarise review dates
• Identify the essential and necessary development required
• Discuss what further assistance the new starter feels they require		
Identify regular meetings and communication processes		
One hour induction meeting with (add name of colleague)		
One hour induction meeting with (add name of colleague)		
One hour induction meeting with (add name of colleague)		
Debrief at end of first week		
Work health and safety (WHS) induction		
Shown how to use equipment and machinery correctly		
Shown how to use PPE		
Shown how to follow a workplace procedure or work instruction		
Shown how to manage hazards – identify, minimise/avoid, report		
Shown how to complete WHS records – hazard reporting form (form 8), incident report (form 9)		
Shown policies, procedures and work instructions		
Shown relevant codes of practice and standards		
Shown how to interpret warning signs and labels		
Shown where to obtain industry, union, and other sources of WHS information		
Risk assessment reports and control recommendations		

Confirmation the initial stages of the induction training has occurred, including WHS training
Employee signature:	Date:	
Manager signature:	Date:	

Induction checklist (cont.) 				Checklist 2

Ongoing induction phase (first and third month)
First month
Induction activity	Date completed and by whom	
Regular meetings with manager to clarify objectives, seek help and discuss progress		
Discuss training needs and agree to action plan		
First performance review meeting (end of month)		

First three months
Induction activity	Date completed and by whom	
Regular meetings with manager to clarify objectives, seek help and discuss progress		
Arrange access to required training/resources		
Qualifying period halfway check-in meeting regarding job match and job performance. Two-way discussion between employee and employer regarding long-term suitability for the job		

Confirmation the ongoing stages of the induction training has occurred
Employee signature:	Date:	
Manager signature:	Date:	

File this checklist in the employee’s HR file