Timing (day

Timing if applicable)
(week
Elements of onboarding number)

1 PREPARATION (pre starting date)

1.1 Announcement to business of new joiner -1
1.2 Equipment & system access requirements -1
1.3 Procurement of equipment -2
1.4 Entry onto PeopleHR; TMS; Payroll -1
1.5 Welcome pack -1
1.6 Digital welcome card 1

2 MEET AND GREET

2.1 Meet employee in reception 1 1
2.2 Introduction to team members in the office 1 1
2.3 Meet SLT members not met in interview process 1

ISSUE OF EQUIPMENT (delete any equipment not applicable to

3 role or add as necessary)
3.1 Laptop 1 1
3.2 Phone 1 1
3.3 Office key fob 1 1
3.4 Uniform/Safety Boot

4 FACILITIES INTRODUCTION
4.1 Access to building and office hours (map) 1 1
4.2 Kitchen facilities 1 1
4.3 Toilets 1 1
4.4 Smoking areas 1 1
4.5 Parking - bicycles/cars/motorcycles 1 1
4.6 Café facility 1 1
4.7 Rest areas 1 1
4.8 Local area facilities 1 1

5 FIRE SAFETY AND EMERGENCY PROCEDURES

5.1 Fire extinguishers 1 1
5.2 Fire wardens 1 1
5.3 Fire exits and use of lifts 1 1
5.4 Assembly points 1 1
5.5 Fire alarm tests 1 1

6 HEALTH AND SAFETY

6.1 Health and safety policy 1 1
6.2 Location of first aid boxes 1 1
 6.3 Reporting accidents 1 1
6.4 Name and location of trained first aiders 1 1
Risk assessment (must be completed by employee if they have 1
6.5 option to work from home at all) 5

7 THE JOB
7.1 Requirements of the job (job description) 1 1
7.2 Outline of job training, who is responsible and timelines 1 1
7.3 Tasks involved in the role 1 1
7.5 How to escalate issues or problems 1 1
7.6 Specific job role training (see sheet attached) 1 to 6
7.7 Assign departmental buddy 1

8 DEPARTMENT
8.1 Overview of department 1 1
8.2 Introduction to co-workers 1 2
8.3 Outline of how the department works on a day to day basis 1 2
8.4 How the team communicates with one another 2 1
8.5 Working hours and breaks 1 1

9 GENERAL INFORMATION, POLICIES AND PROCEDURES

9.1 Smoking 1 1
9.2 Dress code 1 1
9.3 Sexual Harassment Policy
9.4 Confidentiality 1 1
9.5 Use of email 1 1
9.6 Acronyms 1 2
9.7 Expenses 5

BUSINESS SYSTEMS (delete any systems that are not applicable

10 to role)
10.1 Office 365 & Teams 1 1
10.2 SharePoint 1
10.3 Telephone system 2
10.4 Printer, scanner, photocopier etc 1
10.5 People HR 1
10.6 IT Support 1

11 HR
11.1 Right to work in the UK check 1 1
11.2 Employment information 1 1
11.3 Signed contract 1 1
11.4 Job description 1 1
11.5 New starter form 1 1
11.6 P46/P46 1 1
 11.7 Booking holidays 1 1
11.8 Sickness procedures 1 1
11.9 Probationary period 1 1
Introduction to PeopleHR and checking all information has been 1
11.1 populated 1
11.12 Employee handbook & other HR documentation 1 1

12 COMMUNICATING WITH THE TEAM

12.1 Team meetings 2
12.2 Company meetings 2
12.3 Company days & mid term update 5
12.4 Social team 5
12.5 Inter-departmental meetings 2
12.6 PeopleHR news 2
12.7 Teams and chat 2

14 INTRODUCTION TO COMPANY
14.1 Organisational structure - who's who 1 1
14.2 Company history and market position 3
14.3 3 year strategy 4
14.4 Products and services 6
14.5 Customers, distributors and agents 7
14.6 General industry information 7

15 CULTURE & BRAND

15.1 Values 2
15.2 How we live these (behavioural) 2
Style/format of communications - tone of voice (internally and
15.3 externally) 2

16 BENEFITS OVERVIEW
 17 PERSONAL DEVELOPMENT
17.1 1-2-1's 5
17.2 Performance reviews 5
17.3 Goal setting 5
17.4 Individual development plans (IDP) 5

End of
first
Follow up MONTH 1 REVIEW month
Review ongoing performance
Celebrating success
Goal setting
Training progress

End of
Follow up month 3
MONTH 3 PROBATION REVIEW
As above

End of
Follow up month 5
MONTH 5 PROBATION REVIEW
As above

Follow up Week 25
END OF PROBATION REVIEW

Formal meeting with your manager to discuss progress and either

confirm probationary period has been satisfactory or to agree plan
with extended probationary period to achieve levels of
performance required
 Material/documentation
Responsible available Date completed