How To Induct New Team Members - Checklist

New member induction is a critical and exciting aspect of growing your team. 

So, now you are through the recruitment process and want to ensure you get the final step right – staff induction.

Developing Staff Onboarding Plan Induction Checklist

Developing onboarding plans does not need to be daunting. Whether they will be working remotely or on-site, the following checklist to help you get started.

Before Joining

  1. Employment hire paperwork reviewed, completed and returned – including employment contracts, taxation forms and non-disclosure agreements
  2. Confirm start date and time
  3. Confirm site address and entrances
  4. Security access pass (if required)
  5. Car parking access (if required) or public transport options
  6. Desk, chair, computer, printer, and stationery setup
  7. Network access such email address (inc. email footer template), document folders & drives, databases, security settings, all relevant logins and passwords

First Day

  1. “Welcome” meeting with their manager and team members – in person or via video conference
  2. Scheduled meetings with teams or departments to give an overview of their activity
  3. Scheduled introductory meetings with key clients (if applicable)
  4. Business site tour – including emergency exits and amenities
  5. Formal training or handover of the role, in line with their position description
  6. OHS and other legally required inductions including policies and procedures
  7. Confirm Payroll details including bank details and leave entitlements
  8. Any other industry-specific memberships or activity they need to join
  9. Business cards, mobile phone or landline (with active phone numbers)
  10. Provide an organisational chart and contact lists for both clients and other team members
  11. It’s also nice to offer a list of surrounding services – e.g. chemists, petrol stations, gyms, banks and cafes

First 1-4 weeks

  • Regular reviews and check-ins every week – especially during their probationary period

Finally, I always try to allocate new team members a buddy. Their buddy could be the hiring manager, team member or someone outside of the team. The buddy’s role is to keep an eye on how the employee feels and their wellbeing. 

Stress levels are pretty high when starting a new job and new staffers may try to hide this. It’s not about hand-holding. It’s about making the induction as smooth as possible as this benefits everyone.

Want to stay on top of the latest thinking around business management and growth? Then subscribe to our newsletter