Joining checklist template

Joiner details

Name: ____________ Designation: ____________ Department: ____________

Joining date: ________ Reporting to: ____________ Location: ____________ Buddy: ____________

Before day one

Documents to collect

• Proof of identity and address, and photographs.
• Educational and professional certificates, copies and originals for sight.
• Relieving and experience letters from previous employers, and last payslips if your process asks for them.
• Bank account details for salary, with cancelled cheque or passbook copy.
• Statutory and tax details needed for payroll: [list the ones that apply to you].
• Emergency contact and family details form.
• Signed appointment letter, policy acknowledgements and any confidentiality agreement.

Day one

• Welcome by the manager and a tour of the office or a video call with the team.
• HR induction: company, policies, working hours, leave, holidays and how to raise a concern.
• Safety briefing for the site or workplace, and the emergency routes.
• Equipment and ID handed over and signed for.
• Login to systems, attendance and payslip access explained.
• Lunch or a catch-up with the buddy.

First week

HR: ____________ Manager: ____________ Employee: ____________ Date: ____________

• Role goals discussed and written down by the manager.
• Introductions to the people the role works with.
• Training scheduled: [list].
• Check-in with HR at the end of week one: anything missing, any questions.
• Probation dates and the review plan shared with the joiner.
• Joining checklist signed by HR, manager and employee, and filed.