Induction planning
Induction plan for:
Date started in role:
Pre-employment
Task Activity By whom Completed
- Joining instructions HR
- Proof of legal right to work in the country
- New starter forms
- Conditions of employment
- Organisational literature or other media
- New joiner announcement to the team Line Manager
- Assign buddy Line Manager/
- Arrange access to company technology / IT
set up
- Set up E-mail account
DAY 1
Task Activity By whom Completed
Onsite health and - Emergency exits H&S Officer/HR
safety - Evacuation procedures
- First aid facilities
- Health and safety policy
- Accident reporting
- Protective clothing
- Specific hazards
- Policy on smoking
Workplace - Security procedures HR
compliance - Confidentiality
- Training required such as data
protections, bribery and modern slavery
Facilities and IT - Site map, restaurant, first aid HR/
- Guided tour of workplace and local Line Manager
procedures
- Telephone and computer system
- Security pass
- Car park pass
- Opening hours
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- Remote/flexible working tools and access
to work systems, including file sharing
and communication tools
Organisation - Organisation background HR/
information - Organisation chart – global/department Line Manager
- Organisation strategy
- Products and services
- Quality systems
- Customer care policy
Culture and values - Mission statement HR
- Employer brand
- Values
Benefits and - Pay – payment date and method HR/
policies - Tax and national insurance Line Manager
- Workplace / stakeholder pension
schemes
- Other benefits
- Expenses and expense claims
- Working time, including house, flexi-time
and arrangements for breaks
- Holidays and special leave
- Probation period
- Inclusion and diversity policies
- Wellbeing strategy including absence /
sickness procedure
- Internet, intranet, email and social media
policies
- Performance management system
- Discipline procedure
- Grievance procedure
- Employee resource groups
Role specific - Clear outline of job / role requirements Line Manager
information - Introduction to the immediate team and
ways of working
- Organisation orientation; explaining how
they fit into the team and how their role
fits into the overall strategy and goals
- End of day check in with manager
WEEK 1
Task Activity By whom Completed
Compliance - Training such as data protections, bribery HR
and modern slavery
Role specific - Introduction to wider team members and Line Manager to
information key stakeholders set up
- Meeting 1 with XX
- Meeting 2 with XX
- Meeting 3 with XX
- Meeting 3 with XX
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- Mid-week check in with manager Line Manager
Learning and - Development opportunities and in-house Learning and
development courses Development
- CPD and personal development plan Team/Line
- Career management Manager
- End of week check in with manager Line Manager
MONTH 1
Task Activity By whom Completed
- Meeting with key senior employees
MONTH 2
Task Activity By whom Completed
MONTH 3
Task Activity By whom Completed
ACKNOWLEDGEMENTS AND SIGNATURES
NAME: _______________________________ LINE MANAGER:
_______________________________________
SIGNATURE: SIGNATURE:
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