This record takes a new starter through each induction check, from right to work and contracts to policies, safety and equipment, with a signed declaration once everything is done.

Effective Form Templates

This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

• Form number and title
• Information-classification
• Version
• Page number / total pages

alphaZ documents - beautifully designed, tried and tested form templates. No junk, jargon or unnecessary fields. Simple and usable form templates developed over 25 years through practical use in the real world.

Further Reading

Further guidance on induction and competence:

• Induction of New Starters
• Competence and Training
• Awareness of the Management System
• Managing Staff and Workers knowledge base

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How to Download

These files are included in the alphaZ subscription. This form is also included in the ISO 9001 Toolkit and every alphaZ ISO toolkit that covers managing people, so the toolkit route gives you these files plus everything else you need in one download.

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If you'd like hands-on help setting up your induction process and records, or your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

Staff Induction Record Template

The Staff Induction Record logs the induction of a new member of staff. It records their name, start date, position and who completed the induction, then works through a tick-off checklist of induction items, from personal details, contract and right to work checks to company policies, health and safety, ethics, anti-bribery awareness and equipment issued, with space for notes and a signed declaration.

It supports ISO 9001 clause 7.2 on competence and clause 7.3 on awareness, giving you a record that each new starter has been made aware of the policies, objectives and arrangements that apply to their role.

Three Versions in One Download

Each version covers the same induction ground with a different level of detail.

• F-Q4 - a checklist with a tick column covering personal details and payroll forms, contract and confidentiality agreements, right to work, policies and objectives, ethics, PPE issued, health and safety and site rules, environmental and emergency procedures, qualifications checked against the training matrix, bribery risks and ID card or uniform issued.
• F-Q4 V2 - a shorter checklist that groups policies, procedures, health and safety and environmental arrangements into one item, adds a driving licence check and anti-bribery awareness training, and leaves out the PPE and site tour lines.
• F-Q4 V3 - a fuller induction with prompts under each heading: an overview of the business, hours, breaks, holidays, pay, sick pay and absence reporting, staff handbooks, exits, fire extinguishers, first aid and accident reporting, a review of bribery risks, and an introduction to colleagues, the premises, parking and the smoking policy.

What's Included in this Staff Induction Record

The items below are taken from the forms in the download, with the version noted where an item is not common to all.

• New Starter Details - name, date started, position and who completed the induction.
• Personal Details and Contract - employee personal details, payroll, contract and terms and conditions; F-Q4 adds confidentiality agreements and F-Q4 V3 adds company rules, hours, holidays, pay and absence reporting.
• Right to Work - photo ID and right to work checks; F-Q4 V2 and F-Q4 V3 add a driving licence check.
• Policies and Management System - awareness of company policies, objectives and the management system, and of ethics, code of conduct and legal requirements.
• Health, Safety and Environment - health and safety arrangements and environmental procedures; F-Q4 and F-Q4 V3 add PPE issued, site tour and site rules, and F-Q4 V3 sets out exits, fire extinguishers, first aid and accident, near-miss and hazard reporting.
• Competence - qualifications checked and competencies added to the training matrix or training record (F-Q4 and F-Q4 V2).
• Anti-Bribery - awareness of bribery risks and the anti-bribery arrangements, set out as awareness training in F-Q4 V2 and F-Q4 V3.
• Business Overview and Workplace - an overview of the business and an introduction to colleagues, the department, premises, parking and facilities (F-Q4 V3).
• Equipment Issued - ID card, uniform and other equipment, with details in the notes.
• Completed (Tick) - a tick against each induction item.
• Comments / Notes and Declaration - notes on the induction and a signed, dated confirmation that the checks have been completed.

Who Needs a Staff Induction Record?

Any small or medium business that takes on new staff and wants every induction covered the same way. Line managers, office managers and HR leads complete it during a new starter's first days, and it suits businesses working to ISO 9001, ISO 14001, ISO 45001, ISO 37001 or an integrated management system.

Included in the ISO 9001 Toolkit

This form is part of the ISO 9001 Toolkit - the forms, registers, procedures and guidance for running a management system in one download - and is included in every alphaZ ISO toolkit that covers managing people.

Pairs with the Staff Training Record

Induction is the start of the competence trail, so this record pairs with the F-Q5 Staff Training Record, which then tracks training and renewals for each person.