Training New Employees Checklist

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Employee Information

**Employee Name:** {{employee_name}}

**Position:** {{position}}

**Start Date:** {{start_date}}

**Department:** {{department}}

**Manager/Supervisor:** {{manager_name}}

Pre-Arrival Preparation (HR/Manager)

___ Prepare offer letter and employment contract. (Date: {{date_offer_prepared}}, By: {{prepared_by}})

___ Set up employee HR file (physical and digital). (Date: {{date_hr_file_setup}}, By: {{hr_setup_by}})

___ Announce new hire to the team/company. (Date: {{date_announcement}}, By: {{announced_by}})

___ Prepare workspace (desk, computer, phone, stationery, access cards). (Date: {{date_workspace_prepared}}, By: {{workspace_prepared_by}})

___ Set up necessary IT accounts (email, network, software). (Date: {{date_it_setup}}, By: {{it_setup_by}})

___ Order necessary uniform/PPE, if applicable. (Date: {{date_uniform_ordered}}, By: {{uniform_ordered_by}})

Day 1: Welcome & Orientation (HR/Manager)

___ Welcome and introductions to team members. (Time: {{time_introductions}}, By: {{introductions_by}})

___ Company overview (mission, vision, values, organisational structure). (Time: {{time_company_overview}}, By: {{company_overview_by}})

___ Review employment contract, company policies (e.g., code of conduct, leave policy, IT policy). (Time: {{time_policy_review}}, By: {{policy_review_by}})

___ Complete necessary HR paperwork (e.g., tax forms, bank details, emergency contacts). (Time: {{time_hr_paperwork}}, By: {{hr_paperwork_by}})

___ Provide office tour and identify key facilities (restrooms, kitchen, emergency exits). (Time: {{time_office_tour}}, By: {{office_tour_by}})

___ Issue company assets: keys, access cards, laptop, phone. (Items: {{issued_assets}}, By: {{assets_issued_by}})

Week 1: Departmental & Role Specific Training (Manager/Mentor)

___ Introduction to departmental colleagues and key stakeholders. (Date: {{date_dept_introductions}}, By: {{dept_introductions_by}})

___ Review job description and key performance indicators (KPIs). (Date: {{date_job_desc_review}}, By: {{job_desc_review_by}})

___ Overview of departmental structure and workflows. (Date: {{date_workflow_overview}}, By: {{workflow_overview_by}})

___ Training on essential software and tools specific to the role. (Software: {{role_software}}, By: {{software_trainer}})

___ Assign an initial project or task to familiarise with work. (Project: {{initial_project}}, By: {{project_assigner}})

___ Set up regular check-in meetings for the first few weeks. (Freq: {{check_in_frequency}}, By: {{check_in_manager}})

First Month: Integration & Feedback (Manager)

___ Follow-up on initial training and address any questions or challenges. (Date: {{date_follow_up}}, By: {{follow_up_by}})

___ Provide constructive feedback on initial performance. (Date: {{date_feedback}}, By: {{feedback_by}})

___ Introduce to internal communication channels and etiquette. (Channels: {{comm_channels}}, By: {{comm_introducer}})

___ Discuss professional development opportunities and career path. (Date: {{date_career_discussion}}, By: {{career_discussion_by}})

___ Schedule formal 30-day review meeting. (Date: {{date_30_day_review}}, By: {{30_day_reviewer}})

General Company Information

___ Explain payroll schedule and process. (Date: {{date_payroll_explained}}, By: {{payroll_explainer}})

___ Outline benefits package (e.g., medical aid, provident fund, leave details). (Date: {{date_benefits_outlined}}, By: {{benefits_outliner}})

___ Present company health and safety procedures and emergency contacts. (Date: {{date_h_and_s}}, By: {{h_and_s_presenter}})

___ Ethical conduct and disciplinary procedures. (Date: {{date_ethics}}, By: {{ethics_presenter}})

Continuous Support & Review

___ Assign a buddy or mentor for ongoing support. (Buddy/Mentor: {{buddy_mentor_name}})

___ Encourage participation in team meetings and company events. (Date encouragement given: {{date_encouragement}})

___ Schedule 90-day performance review. (Date: {{date_90_day_review}})

Signature Block

**Manager/Supervisor Signature:** _________________________ **Date:** _________________

**Printed Name:** {{manager_full_name}}

**Employee Signature:** _________________________ **Date:** _________________

**Printed Name:** {{employee_full_name}}

**HR Representative Signature:** _________________________ **Date:** _________________

**Printed Name:** {{hr_full_name}}