67+ Sample Induction Checklists

Induction Checklists: What Are They?

Induction refers to giving new roles and responsibilities to a new employee. And induction may refer to different purposes such as onboarding training, staff orientation, workplace safety checklist, and more. Since there can be a lot of details to do, check, or monitor in an induction process, it only makes sense to use checklists specifically made for induction programs; hence, induction checklists exist. With a dependable to-do list such as an induction checklist, rest assured, induction programs would run smoothly.

According to KSL Training, research surveys have proven that giving new employees a proper introduction or induction to the business leads to long-term employee retention.

Why Is an Induction Checklist Important?

You already know what an induction checklist is. But the main question is why is it important? Here are a few significant examples that prove just how valuable induction checklists are:

Effective Orientation

First of all, induction itself is beneficial when you want to keep your employees stay in the company for long. Based on a KSL Training report, staff induction for new employees leads to long-term employee retention. That is because the overall program of induction is written in an easy-to-follow guide known as an induction checklist. And it displays the tasks and activities expected to happen in orienting new staff members. So if you need help seeing the big picture of how induction programs play, refer to the induction checklist.

Systematized Induction Process

One of the best features of an induction checklist is it shows you the systematized process of the whole induction program. You will see the specific step-by-step processes of what is supposed to happen first until the last part of an induction session. At the same time, how induction plays out in business is already set because a checklist contains a list of instructions ala a to-do list. Simply follow the enlisted steps to complete the induction program.

Easy-to-Follow Structure

Induction checklists are more reliable than a lengthy report of instructions on how to do the induction process due to the checklist’s easy-to-follow structure. In a checklist, long and complete sentences are unnecessary because instructions can simply be enumerated in bullets or concise words. That way, it will be easier to get the message right away rather than depending on complicated documents.

Documentation Purposes

Also a very important feature of an induction checklist is documentation. You can record and track which induction tasks and activities were achieved or not achieved yet. After the induction, you will refer to the checklist for your induction evaluation report if everything went according to plan or not. Also, documentation helps in checking if the induction itself went effectively or the other way around. Thus, you won’t forget whatever happened in the induction because the checklist’s details are useful for reference.

Basic Parts of an Induction Checklist

What makes up a standard induction checklist? There is no one right path to create induction checklists because they would differ according to the induction’s purpose and the decisions made by the company behind making the induction possible. However, there are common elements often found in basic induction checklists. And they consist of the following:

Title: Your document’s introductory statement is the title. So be sure the words “induction checklist” are found in the title so everyone gets the idea of what that specific document is called.Induction Officer: The induction officer or coach is the one responsible for leading the induction program. Write the induction officer’s name, address, and identity information to clarify who is handling the case.Recipient of Induction: The recipient of induction refers to who is being provided with the induction program. So write the recipient’s name, address, and contact list for identification purposes.Date and Time: There could be more than one induction program in a week or month so you need to specify the date and time of the induction process. A clear work schedule is essential from when it starts and ends, as well as the duration of the induction.List of Induction Tasks: The main event of an induction checklist is its list of tasks. The task list is what you need to follow to effectively complete the induction. And you may group the tasks into similar categories so it won’t be confusing to follow.Checkboxes: It is a no-brainer that an induction checklist would not be called as such without a series of checkboxes. They can be represented in boxes, circles, and blanks too but the common denominator is that you place checkmarks into these figures to signify that a task is done.Notes: Finally, give extra space to write notes. Notes are for additional information that you might need to jot down during the induction such as an induction addendum, induction budget sheet, and more.

Main Types of Induction Checklists

Many types of induction checklists exist as they are categorized according to purposes such as manager induction, driver induction, employment induction, construction induction, student induction, workshop induction, and event induction. But generally, there are three main types of induction checklists. And these are:

General Induction Checklist

Whenever an employment letter or offer is accepted and extended, a proper orientation towards the job and the company is essential in the form of a general induction. The general induction checklist type is basically a welcoming process. Be sure to make the candidate feel at home, adjust to the new surroundings, be reminded of the updated policies, and purposes of the business. And it is through an orientation that you can help employees lessen their anxieties especially when they are still new and adjusting to the new job.

Specific Orientation Checklist

A specific orientation program checklist is when a special set of skills and details are needed to be introduced. If the general type focuses on the generic orientation of policies, team members, and the like, specific induction is more on operation knowledge already. That means the program delves more into the job training and what the employee should know about the specific job. Concerns include job responsibilities, work status, tasks, and more. Rest assured, this form of induction can help adjust the employee to the work environment.

Follow-Up Induction Checklist

The follow-up induction checklist is also known as the post-induction checklist. It is helpful in checking how effective was the induction given and if every specified task in the induction checklist was met in the end. You can consider this example for like a tracking sheet to check on the employee in terms of how she/he/they was doing a month after appointment, for example.

How to Create a Stellar Induction Checklist

An induction checklist is not difficult to make. But that does not mean you just take your checklist for granted because a flawed checklist could affect your induction operations badly. So without further ado, here are the steps on how to make the best induction checklist possible:

  • Step 1: Review the Main Induction Plan

    Of course, you should start referring to the main business plan of the induction. That way, you would know what is expected to happen in the induction and you will be able to specify what needs to be enlisted in the induction checklist later on. Remember that the induction plan’s goals and objectives should be met so you better use those as your basis on what to write in the checklist. Because if the induction checklist’s details do not meet the original induction plan, following it will still be pointless.

  • Step 2: Use a Sample Induction Checklist Template

    The best advice is to download and edit a sample induction checklist template of your choice. Check out the many samples given above in this article and you may opt for any free induction checklist template such as a site induction checklist template, workplace health and safety induction template, and lots more. Then, customize the sample so its details would consist of what concerns your company or induction program already.

  • Step 3: Insert the Basic Induction Checklist Parts

    Remember the title, induction officer, recipient of induction, down to the notes section? Those parts of a standard induction checklist are worth adding to your document. Such components are basically what makes a complete induction checklist anyway. But, you can make a few alterations such as adding more relevant parts to the induction checklist. Others may want to include a section for the induction budget plan, alternative induction program, etc. So do not simply base on the standard examples because there is room to include more parts into your checklist.

  • Step 4: Organize Your Details

    Finally, organize everything you wrote in the induction checklist. That means the details should be easy-to-read and understandable. The key is to read everything in the document from top to bottom, review certain parts, and make a formal assessment if things are okay or still need improvement. Maybe there are unnecessary parts that can be omitted, long sentences that can be shortened, and certain data that could use graphic organizers. Nonetheless, the results should be stellar until it becomes a reliable induction checklist to use.


What should you introduce to an employee in an induction?

In an induction, it is crucial that you orient new employees about the following: company mission and vision statement, company culture, staff hierarchy, company expectations from the staff, business policies, operating procedures, company setup, and the overall company system.

Who are the possible recipients of an induction?

Induction recipients could be new full-time employees, part-time employees, contractors, employees who recently got a new position, temporary staff, holding positions, and internal promotions.

What are some ways to improve the process of induction?

You can apply the following tips to improve your next induction program:

  • Divide the induction program into core phases.
  • Determine the key induction process content.
  • Figure out the right format to support your information.
  • Prepare an induction package.
  • Try online induction processes.
  • Highlight the achievements during the induction.
  • Conduct an induction performance report.

Your company can certainly make use of induction checklists for the next induction programs to organize. Such business documents not only make the induction easier to execute but also more organized for the induction given to recipients to run effectively. So what are you waiting for? Download and optimize a sample induction checklist template of your choice from over 50+ editable samples to choose from!