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
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Pre-arrival |
Who |
Completed |
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Send welcome letter/email which includes confirmation of start date, time and initial point of contact |
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Identify and liaise with induction buddy (if applicable) |
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Organise office space and equipment |
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Confirm start date and time with initial point of contact and team members |
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Introductions/ General Arrangements - Day 1 |
Who |
Completed |
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Arrange for new colleague to be welcomed by their line manager |
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Introduce to colleagues and induction buddy (if applicable) |
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Ensure the person knows about local facilities: equipment, kitchen, rest facilities, car parking, bike shelters etc. |
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Health, Safety and Wellbeing - Week 1 |
Who |
Completed |
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Arrange local Health & Safety Induction with the appropriate person |
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Fire alarm, evacuation and emergency procedures, including location of first aid kit & fire extinguishers |
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Identify first aider/s (physical First Aiders, Mental Health First Aiders and Respect Advisers) and how they can be contacted |
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Accident/incident reporting procedures |
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Heads of Management Unit, Line Managers & Research Group Leaders. |
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Specialist health & safety procedures/training (if applicable) |
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Discuss other health, safety & wellbeing matters as appropriate (e.g. lone worker, fieldwork) |
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Role |
Who |
Completed |
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Discuss key duties and responsibilities including expected performance standards, expectations regarding confidentiality / security as appropriate |
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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 |
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Discuss any relevant local practices (taking leave, flexi-time etc.) |
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Discuss Probationary process (including ECDP where applicable) as appropriate |
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Discuss Performance Development Review process as appropriate |
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Review any relevant learning & development needs as appropriate |
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Refer to Code of Practice for the Management of Research Staff (if appropriate) |
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Orient to TRAC/TAS (as appropriate) |
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Local Operations and Procedures |
Who |
Completed |
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Provide information about local social activities/networks as appropriate |
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Orient to any relevant local finance procedures e.g. purchasing, travel as appropriate |
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If not already undertaken, establish IT equipment required, such as laptops/ tablets, and the process for ordering through IT |
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New Employee Induction Guides |
Who |
Completed |
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Ensure new employee has viewed / completed items on New Colleague Induction Checklist |
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Mandatory Training |
Completed |
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Online Health, Safety and Wellbeing Online E-Induction (includes Fire Training) |
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Online Equality and Diversity, Equality & Diversity Essentials training |
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Implementing Reasonable Adjustments (for all line-managers and supervisors) |
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Read the Recruitment & Selection Policy (for those who will be on Appointing Panels) |
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Research Integrity Training (for all line-managers and supervisors) |
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For academic colleagues only: |
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Research Integrity Training (for all research staff) |
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Ensure they review guidance on Open Access |
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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 |
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Ensure they review guidance on Research Data Management |
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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 |
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