Leaver Checklist
Close somebody's employment down tidily, so keys, kit, accounts and the handover are all dealt with rather than discovered months later.
SR-07 1 page
Staff records · SR-06
New Starter Checklist
A free printable induction checklist — what to do before the first day and during the first week, ticked, dated and signed by both sides.
Download Free · no sign-up
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.
What this sheet is for
Get somebody started properly, with the checks, paperwork, safety induction and equipment handled as a list rather than remembered in pieces.
Who it is for
Small employers taking on their first few staff, and managers inducting into an existing team.
How to use it
- Work through the before-the-first-day section a week ahead, not on the morning.
- Add the checks that apply where you are — the list prompts, it does not prescribe.
- Record the safety induction; it is the item most often skipped and most often asked about.
- Write down what equipment, keys and logins were issued.
- Both sign it and keep it on file.
What is on the sheet
One page, top to bottom:
Printed under the title: Everything that has to happen before and during somebody's first week, ticked off and dated.
The list is yours to complete. What you must check, collect or register before someone starts work differs by country — right-to-work checks, tax registration, insurance, age rules for young workers. This list prompts you to record that you did it; it does not tell you what 'it' is where you are.
Write-on lines: Name · Role · Start date · Manager
Before the first day
- Offer made and accepted in writing
- Written terms issued
- Right-to-work or eligibility checks done as required locally
- Tax and payroll registration done
- Bank details taken securely
- Emergency contact and next of kin taken
- Any licences or certificates seen and copied
- Insurance and any registration updated
First day and first week
- Introductions and who does what
- Site tour and welfare facilities
- Fire exits, alarms and assembly point
- First aid arrangements
- Health and safety induction recorded
- Equipment and PPE issued
- Keys, passes and logins issued and recorded
- Hours, breaks and rota explained
- How to report absence
- Probation or review dates set
Signature strip: Completed by · Employee signature · Date
Questions
Does this cover the legal checks I have to make before someone starts?
It prompts you to record that you made them. What those checks are — eligibility to work, tax registration, age rules, insurance, sector licensing — differs by country, and this sheet deliberately names none of them.
Related sheets
Training Matrix
See at a glance who has been trained in what and which squares are blank, across a whole team on a single page.
SR-11 1 page
Competency Assessment Record
Record that somebody was actually watched doing the task, rather than that they attended a course about it.
SR-12 1 page
Also in the resources library
The same subject, with a version you can fill in on screen.
First Ninety Days Plan
What you mean to learn, do and settle in each thirty-day stretch.
WC-361 Planner PDF Online
