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New Starter Checklist

Trigger an induction plan for every new employee

New Starter Checklist

Welcome to the team: Steve πŸŽ‰

Do a tour of the venue πŸšΆβ€β™€οΈ
Read and understand COSHH πŸ€“
Locate fire assembly point, fire call points & fire extinguishers πŸ‘©β€πŸš’
Confirm and sign receipt of uniform πŸ‘”
Read and understand health and safety notice β›‘
Read and understand health and safety notice β›‘
Locate allergen file πŸ•΅οΈβ€β™€οΈ
Enjoy yourself! πŸ˜ƒ
Manager sign off
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Manager initials

There are certain things that need to be done on an employee first day. Staff to be given training and safety information and managers need to know this has been signed off.

A tailored induction plan can be triggered on Trail whether you're using PandaDocs, HelloSign or SignRequest. The new starter task can have training videos depending on what role the employee has signed up for as well as a personalised checklist.

You might give the employee a week to do the tasks and then at the end of their probationary period the manager must leave comments and sign off the induction plan.

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