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New employee induction checklist

New employee induction checklist

Use this checklist to train and induct your new employees in an organized and professional manner. This ready-made template will take you down the list of onboarding tasks and training plans.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
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or Download template as PDF
New employee induction checklist

Use this checklist to train and induct your new employees in an organized and professional manner. This ready-made template will take you down the list of onboarding tasks and training plans.

Use this template with Lumiform

  • Customize this template or build your own
  • Fill out templates via mobile app
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

A new employee induction checklist helps you create a consistent, thorough onboarding experience for every hire. This template guides you through essential steps—from pre-arrival preparations to 90-day integration milestones—ensuring nothing gets overlooked. For example, when welcoming multiple hires simultaneously during a growth phase, this checklist prevents crucial steps like IT setup or policy reviews from falling through the cracks.

Researchers found that a strong onboarding process improved new hire retention by 82%. We designed this template to transform first-day nerves into confident productivity, benefiting both your organization and new team members.

Related categories

  • Operational excellence templates
  • Professional services templates
  • Workforce management and HR templates
  • Workplace safety templates
Preview of the template
Audit
Date of commencement
Prior to commencement
Workspace setup
PC or iPad setup
Email setup
Employment - Day 1
Discuss and explain the employee handbook
Discuss job description
Obtain personal details form
Discuss probation requirements
Discuss confidentiality form
Obtain signed employee letter of employment
Explain the first months training plan
Copy of identifications
Acknowledge, acceptance, and understanding of the Employee handbook
Introduction Tour
Introduce to Staff
Tour of office
Fire evacuation plans and meeting points
Local transports / Parking / cafes / shops
Occupational Health and safety
Explain the procedures
Company Equipment
Received laptop in good condition
Received mobile phone in good condition
Completed
Take employee photo
Understand company mission statement
I declare that I understand and accept Mariana Shippings terms, conditions, policies
Sign here
Select date
This template was downloaded 11 times

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Coaching Employees For Success: The Complete GuideThe ultimate guide to effective safety inductions5 whys method: A practical guide for root cause analysisBehavior based safety: Your guide for improving workplace safety
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Template collections

See comprehensive collections of best practice templates related to this topic.

6 free site induction templates for safety compliance4 free task management employee task list templates6 free employee safety checklists for your team6 must-use employee incident report templates for free
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Use cases

Check out how the Lumiform software can be utilized for related use cases.

Employee safety appSafety induction softwareOperational readiness softwareHuman resource management software
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Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

10 principles of operational excellenceHow to implement operational excellenceThe Essentials for a Successful New-Hire InductionChoosing a management style to follow

Frequently asked questions

What should I include in a new employee induction checklist?

A comprehensive induction checklist should include pre-arrival preparations, administrative requirements, company introduction, facilities tour, IT setup, role-specific training, health and safety briefings, team introductions, and scheduled follow-up meetings. Customize sections based on your organization’s size and culture while maintaining these essential components.

How long should the new employee induction process last?

An effective induction process typically spans 90 days, not just the first day or week. Begin with intensive orientation during week one, then transition to role-specific training and integration activities that gradually decrease in frequency but maintain regular check-ins throughout the first three months to ensure proper adaptation and address any concerns.

Who should be responsible for implementing the new employee induction checklist?

Responsibility for the induction checklist should be shared between HR (for administrative and company-wide elements) and the direct supervisor (for role-specific training and team integration). Designate a primary coordinator to oversee the entire process, ensuring all stakeholders complete their assigned tasks and nothing falls through the cracks.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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