Checklist
New starter checklist
Cover pre-start paperwork, access, induction, training and first-week follow-up.
Free editable resources
Onboarding and probation
New starter, induction and probation documents for growing teams.
Form
Probation review form
Review performance, conduct, attendance, support and objectives during probation.
Checklist
Employee onboarding checklist
Coordinate every onboarding step from offer acceptance through the first review.
Checklist
Induction checklist
Record workplace orientation, policies, safety and job-specific induction topics.
Form
Employee information form
Collect the core contact and employment information needed for a new starter record.
Form
First week plan
Give a new employee a clear schedule of introductions, learning and early priorities.
Letter
Probation extension letter
Explain why probation is being extended and set clear support and review arrangements.
Letter
Probation passed letter
Confirm successful completion of an employee probation period.
Practical guidance
Give every starter a structured welcome
A repeatable onboarding process reduces missed paperwork and helps new employees understand the role, workplace and people around them.
- Assign owners before the start date.
- Explain policies and safety requirements.
- Schedule early check-ins rather than waiting for probation end.