New Starter Checklist
Get somebody started properly, with the checks, paperwork, safety induction and equipment handled as a list rather than remembered in pieces.
Staff records · SR-13
A free printable emergency contact form — two contacts, how to reach them, and anything the employee wants responders told.
One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
Have somebody to telephone when something happens at work, before you need it.
Every employer, and particularly small ones who assume they would just know.
One page, top to bottom:
Printed under the title: Who to telephone if something happens to a member of staff at work.
Personal data — hold it carefully. Hold this securely and no more widely than necessary — it is personal data about an employee and about somebody who is not your employee at all. Ask before recording anything medical, keep it to what is needed in an emergency, and review it once a year.
Write-on lines: Employer · Department · Form completed
Write-on lines: Name · Job title · Staff number · Home address · Personal phone
Write-on lines: Name · Relationship · Phone, daytime · Phone, other · Address if different
Write-on lines: Name · Relationship · Phone, daytime · Phone, other
Ruled lines: Only what the employee is content to share
Signature strip: Employee · Received by · Date
It holds other people's personal details, so keep it somewhere secure, show it to no more people than need it, and destroy it once there is no longer a reason to hold it. Data protection law applies to a sheet of paper exactly as it does to a database.
Be careful. What you may ask, and what you must do with the answer, is governed by employment and data protection law where you are. This form asks only for what the employee is content to share, and you should not press beyond that.
Get somebody started properly, with the checks, paperwork, safety induction and equipment handled as a list rather than remembered in pieces.
Put one person's emergency contacts and practical details on a single page, in the order somebody should actually work through them.
Put the numbers somebody needs in one place, so a house-sitter, a babysitter, a visiting relative or a tenant is not searching for them at the worst moment.
Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.
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