Training New Employees Checklist

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Training New Employees Checklist

Employee Name: {{employee_name}}

Employee ID: {{employee_id}}

Job Title: {{job_title}}

Start Date: {{start_date}}

Department: {{department}}

Manager/Supervisor: {{manager_name}}

Pre-Arrival Preparations (To be completed before employee's first day)

1. Prepare workstation (desk, chair, computer, phone, stationery): [ ] Date Completed: {{date_completed_workstation}}

2. Set up email account and network access: [ ] Date Completed: {{date_completed_email_network}}

3. Arrange for necessary software installations: [ ] Date Completed: {{date_completed_software}}

4. Order/prepare access cards/keys: [ ] Date Completed: {{date_completed_access_cards}}

5. Prepare welcome pack (company handbook, organizational chart, essential forms): [ ] Date Completed: {{date_completed_welcome_pack}}

First Day Orientation

1. Welcome and introductions to team and manager: [ ] Date Completed: {{date_completed_introductions}}

2. Office tour and facility overview (restrooms, kitchen, emergency exits): [ ] Date Completed: {{date_completed_office_tour}}

3. Review job description and key responsibilities: [ ] Date Completed: {{date_completed_job_description_review}}

4. Explain company culture, values, and expectations: [ ] Date Completed: {{date_completed_culture_values_explanation}}

5. Set up IT equipment and login credentials: [ ] Date Completed: {{date_completed_it_setup}}

6. Provide access to relevant shared drives and company intranet: [ ] Date Completed: {{date_completed_intranet_access}}

HR & Administrative Onboarding

1. Complete all necessary HR forms (employment contract, tax forms, emergency contact, bank details): [ ] Date Completed: {{date_completed_hr_forms}}

2. Explain payroll procedures and pay dates: [ ] Date Completed: {{date_completed_payroll_explanation}}

3. Provide details on employee benefits (medical aid, provident fund, leave policy): [ ] Date Completed: {{date_completed_benefits_details}}

4. Review company policies (e.g., dress code, internet usage, health & safety): [ ] Date Completed: {{date_completed_company_policies_review}}

5. Explain performance review process and probation period: [ ] Date Completed: {{date_completed_performance_review_probation}}

Initial Training & Development

1. Outline departmental structure and key contacts: [ ] Date Completed: {{date_completed_departmental_structure}}

2. Introduce to key systems and software used in the role: [ ] Date Completed: {{date_completed_systems_software_introduction}}

3. Assign initial training modules or tasks: [ ] Date Completed: {{date_completed_initial_training_assignment}}

4. Schedule regular check-ins with manager/mentor: [ ] Date Completed: {{date_completed_regular_check_ins_scheduling}}

5. Provide details for accessing learning and development resources: [ ] Date Completed: {{date_completed_learning_resources_details}}

Health and Safety

1. Review emergency procedures and evacuation plans: [ ] Date Completed: {{date_completed_emergency_procedures}}

2. Identify first-aid stations and trained personnel: [ ] Date Completed: {{date_completed_first_aid_identification}}

3. Explain reporting procedures for incidents or hazards: [ ] Date Completed: {{date_completed_incident_reporting}}

Feedback and Follow-up (Within first 1-3 months)

1. Conduct initial performance review after {{weeks_for_initial_review}} weeks: [ ] Date Completed: {{date_completed_initial_performance_review}}

2. Gather feedback from employee on onboarding process: [ ] Date Completed: {{date_completed_onboarding_feedback}}

3. Identify further training needs: [ ] Date Completed: {{date_completed_further_training_identification}}

4. Confirm satisfactory completion of probation period: [ ] Date Completed: {{date_completed_probation_confirmation}}

Signature Block

Manager/Supervisor Name: _________________________ Date: _______________

Employee Name: _________________________ Date: _______________