Induction Checklist - Rapid BI
Generic
INDUCTION CHECKLIST
Name: ____________________
Line Manager: ______________________
|Basic Procedures |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Hours of Work / Office Opening Hours | |Day 1 | | |
|How and when paid | |Day 1 | | |
|Grievance and Discipline procedures | |Day 1 | | |
|Absence / Sickness notification | |Week 1 | | |
|Annual Leave arrangements (Leave form) | |Week 1 | | |
|Mileage / Subsistence claims (Travel claim form) | |Week 1 | | |
|Complete Personal Details form | |Day 1 | | |
|Pension arrangements confirmed | |End of probation Period | | |
|Record Induction Programme | |Week 1 | | |
|Progress Probation Schedule issued and explained | |Week 1 | | |
|PDP issued and explained by Line Manager | |Week 1 | | |
|Meet Buddy and arrange support programme | |Day 1 | | |
|Plan support meetings with Line Manager | |Week 1 | | |
|Meet key staff (eg. Budget holders) as agreed with Line Manager. | |Month 3 | | |
|Benefits-in-kind | |Week 1 | | |
|Customer Service Induction | |Week 1 | | |
HR policies & procedures | |Week 1 | | | | | | | | | |
|Facilities/ activity |Who/ Source |Time Frame |Date(s) Covered |Comments |
Collect security pass | | | | | |
|Building Security: Entry procedure | | | | |
|Car Parking arrangements | | | | |
|Stationery arrangements | | | | |
| | | | | |
|Facilities/ activity (Cont.) |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Mail room and Post System including: |Facilities |Week 2 | | |
|Photocopier and Shredder | | | | |
|Fax machine | | | | |
|Tour of Office including Toilets and Kitchen facilities |Buddy |Day 1 | | |
|Tea and coffee facilities |Buddy |Day 1 | | |
|Introduction to the Telephone System |Buddy |Day 1 | | |
|Add name to telephone list |Facilities |Week 2 | | |
|Staff list, roles and telephone numbers issued |Induction Pack, Introductions |Day 1 | | |
|Order Business Cards and badges |Marketing Dept. |Week 1 | | |
|Organisation chart issued |Induction Pack |Day 1 | | |
|Information Systems/ IT |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Introduction to Computer System consisting of: | | | | |
|Network user guide | | | | |
|Changing your password | | | | |
|Changing your printer connections | | | | |
|Quick guide to FaxNOW | | | | |
|E-mail over the Internet | | | | |
Using the Intranet | | | | | |Remote working | | | | | |CRM system | | | | | |Purchase Orders | | | | | |Email Policy | | | | | |Internet access policy | | | | | |
|Word - Level(s) to be decided | | | | |
|Excel - Level(s) to be decided | | | | |
|PowerPoint - Level(s) to be decided | | | | |
| | | | | |
|Health & Safety |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Fire regulations |H&S | | | |
|Location of First Aid Box and firstaiders |H&S | | | |
|General Health and Safety matters |H&S | | | |
Major Incident procedure | | | | | |Risk Assessment | | | | | |Book on basic H&S Induction course | | | | | | | | | | | |
|Job/ Role Induction |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Job responsibilities amplified from Job Description | | | | |
|Performance Indicators agreed | | | | |
|Plan to meet induction period training needs agreed | | | | |
| | | | | |
|Business Plan issued and discussed with Line Manager | | | | |
Specific division Induction | | | | | |
|Quality system & Procedures |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Quality Policy & Manual | | | | |
|Procedures | | | | |
|Quality Manual: Company Visit | | | | |
|Quality Manual: Reviews | | | | |
|Quality Manual: Projects | | | | |
|Quality Manual: Evaluation | | | | |
|Quality Manual: Customer complaints/ compliments | | | | |
|List of additional documents to be read |Who/ Source |Time Frame |Date(s) Covered |Comments |
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|Additional induction activities to be undertaken |Who/ Source |Time Frame |Date(s) Covered |Comments |
|Role of Line Manager | | | | |
|Introduction to the Team and other staff | | | | |
|Introduction to the Executive Director | | | | |
|Executive Director’s induction | | | | |
Group induction | | | | | |
|Immediate training needs | | | | |
|Arrange to meet members of the Management Team | | | | |
|Photograph for Security Pass | | | | |
|Office Management | | | | |
INDUCTION COMPLETED
Signed by Line Manager: Date:
Signed by Individual: Date:
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