New Employee Onboarding Checklist for Quality Management Systems (QMS)

by Sneha Naskar

Employee induction, also known as onboarding, is a pivotal process in welcoming and introducing a new employee to a company and its culture. This essential process provides the new employee with vital information about the company, including its history, structure, values, and goals. The primary goal of employee induction is to ensure that the new hire feels welcome and well-prepared to embark on their journey with the company.

ISO 9001

What Is Employee Induction?

Employee induction is a formal or informal process that acquaints a new employee with the company's policies, procedures, and culture. The depth and formality of the induction process may vary depending on the organization's needs and practices. Employee induction is essential for several reasons:

ISO 9001

  • Cultural Integration: It ensures that new employees are familiar with the company's culture, values, and expectations, facilitating their seamless integration into the organizational environment.

  • Clarity and Understanding: Employee induction helps prevent confusion and misunderstandings by providing new hires with essential information about the company, its policies, and their roles and responsibilities.

  • Efficient Onboarding: It aids in getting new employees up to speed quickly, allowing them to start contributing effectively to the organization's goals and objectives.

Why Does An Induction Checklist Matter?

When starting a new job, there are numerous aspects to consider. Completing the onboarding process, which includes an induction checklist, is one of the most crucial tasks. An induction checklist matters because it ensures that all necessary paperwork and onboarding steps are completed efficiently and comprehensively. Here are key reasons for the importance of an induction checklist:

  • Completing Necessary Paperwork: The checklist ensures that all essential paperwork, such as tax forms (e.g., W-4), emergency contact information, and other required documents, is properly filled out and submitted. This minimizes the risk of important information being overlooked or missed.

What Is Induction Day?

Induction day is a significant event for new employees as it marks their official entry into the company and their introduction to colleagues and superiors. The terminology may vary—induction day is commonly used in the UK, while orientation day or onboarding day is more prevalent in the United States. Regardless of the name, this day signifies the commencement of the employment relationship with the company.

Induction day typically involves various activities, including:

  • Meeting colleagues and coworkers.
  • Learning about the company's history, culture, and mission.
  • Receiving training related to job responsibilities and tasks.

This day serves as a crucial milestone in a new employee's journey, helping them become acclimated to the organization.

What Must Be Included In An Induction Checklist?

A well-structured induction checklist should cover various aspects to ensure new employees are thoroughly oriented to their roles and the company's expectations. Key components to include in an induction checklist are:

1. Who?

  • Identifying colleagues and supervisors the new employee will work directly with.
  • Understanding the reporting structure within the organization.
  • Recognizing key executives or C-level personnel.

2. What?

  • Providing the employee with a detailed job description.
  • Clarifying daily responsibilities and tasks outlined in the job description.

3. Where?

  • Defining the physical workplace location or, in the case of remote work, guidelines for work settings and tools.
  • Establishing a consistent method of referring to different office locations if applicable.

4. Why?

  • Communicating the organization's mission, values, and culture.
  • Explaining the significance of the employee's role and contributions to the company's objectives.
  • Showcasing the organization's core values, achievements, and cultural aspects to foster alignment and engagement.

ISO 9001

Induction Checklist – What to Include?

A comprehensive induction checklist should encompass the following components:

1. Personal Details:

  • Ensuring the completion of necessary paperwork, including the employment contract.
  • Conducting any required background checks, such as CRB checks.
  • Assisting the new employee in setting up a bank account for payroll.

2. Policies:

  • Educating employees about company policies and procedures, including HR policies and business strategies.
  • Ensuring the accessibility of policy information, whether through a portal, noticeboard, or digital channels.
  • Providing links to an employee handbook on the company's website for easy reference.

3. Essentials:

  • Communicating practical details like workplace facilities, including location and instructions.
  • Establishing clarity on working hours, break times, and holiday schedules.
  • Informing employees about paternity, maternity, or shared leave entitlements.
  • Explaining the protocol for reporting sick days and the duration of permitted absences.

4. Health and Safety:

  • Emphasizing the importance of health and safety at work.
  • Ensuring compliance with legal requirements for health and safety information and training.
  • Providing information on precautions, training, and personal protective equipment (PPE) to ensure employee safety.
  • Communicating the steps to follow in case of accidents, emergencies, or fires.

In summary, employee induction, or onboarding, is a vital process that introduces new employees to the company's culture, policies, procedures, and their roles. An induction checklist plays a pivotal role in ensuring that new hires complete all necessary paperwork and onboarding steps efficiently, reducing the likelihood of missing essential information.

Induction day marks the official beginning of the employee's journey with the company, offering opportunities to meet colleagues, understand company culture, and receive job-related training. A well-structured induction checklist should cover "who" new employees will interact with, "what" their roles entail, "where" they will work, and "why" their contributions are valuable.

Additionally, it should encompass personal details, company policies, essentials like working hours and leave policies, and health and safety procedures to ensure a seamless onboarding experience.

ISO 9001