Induction Checklist for Managers of New Colleagues

The following guide suggests the type of local induction activities that should be part of the first 30 days of induction; however, the Service/ School/ Institute should determine how they might best be carried out in their area.

The key aim is to make employees feel welcome and valued as new members of staff.

Induction Checklist - Managers of New Colleagues

Pre-arrival

Who

Completed

Send welcome letter/email which includes confirmation of start date, time and initial point of contact

 

 

Identify and liaise with induction buddy (if applicable)

 

 

Organise office space and equipment

 

 

Confirm start date and time with initial point of contact and team members

 

 

Introductions/ General Arrangements - Day 1

Who

Completed

Arrange for new colleague to be welcomed by their line manager 

 

 

Introduce to colleagues and induction buddy (if applicable)

 

 

Ensure the person knows about local facilities: equipment, kitchen, rest facilities, car parking, bike shelters etc.  

 

 

Health, Safety and Wellbeing - Week 1

Who

Completed

Arrange local Health & Safety Induction with the appropriate person

 

 

Fire alarm, evacuation and emergency procedures, including location of first aid kit & fire extinguishers

 

 

Identify first aider/s (physical First Aiders, Mental Health First Aiders and Respect Advisers) and how they can be contacted

 

 

Accident/incident reporting procedures

 

 

Heads of Management Unit, Line Managers & Research Group Leaders.

 

 

Specialist health & safety procedures/training (if applicable) 

 

 

Discuss other health, safety & wellbeing matters as appropriate (e.g. lone workerfieldwork)

 

 

Role

Who

Completed

Discuss key duties and responsibilities including expected performance standards, expectations regarding confidentiality / security as appropriate

 

 

Discuss how role fits in with School/ RI/ Service objectives & strategic plan and College and university objectives as outlined in our University Strategy, Inspiring People Changing the World

 

 

Discuss any relevant local practices (taking leave, flexi-time etc.)

 

 

Discuss Probationary process (including ECDP where applicable) as appropriate

 

 

Discuss Performance Development Review process as appropriate

 

 

Review any relevant learning & development needs as appropriate

 

 

Refer to Code of Practice for the Management of Research Staff (if appropriate)

 

 

Orient to TRAC/TAS (as appropriate)

 

 

Local Operations and Procedures

Who

Completed

Provide information about local social activities/networks as appropriate

 

 

Orient to any relevant local finance procedures e.g. purchasingtravel as appropriate

 

 

If not already undertaken, establish IT equipment required, such as laptops/ tablets, and the process for ordering through IT

 

 

New Employee Induction Guides

Who

Completed

Ensure new employee has viewed / completed items on New Colleague Induction Checklist

 

 

Mandatory Training

Completed

Online Health, Safety and Wellbeing Online E-Induction (includes Fire Training)

 

Online GDPR training 

 

Information Security Training

 

Online Equality and Diversity, Equality & Diversity Essentials training

 

Implementing Reasonable Adjustments (for all line-managers and supervisors)

 

Read the Recruitment & Selection Policy (for those who will be on Appointing Panels)           

 

Research Integrity Training (for all line-managers and supervisors)

 

For academic colleagues only:

 

Research Integrity Training (for all research staff)

 

Ensure they review guidance on Open Access 

 

Inform colleague they must contact the Open Access team as soon as they have a paper accepted for publication, for assistance with meeting REF and open access requirements

 

Ensure they review guidance on Research Data Management

 

Inform colleague they should contact the Research Data Management Service if assistance is required with the (re)drafting of new or pre-existing data management plans