Skip to content

HFORM18: Induction Checklist

Field Details
Form Reference HFORM18
Version 1.0
Classification CRGI Information
Form Owner Sean Ashton, Operations Manager
Purpose Comprehensive onboarding and induction tracking per HPROC09

Document Control

Version Date Author Changes
1.0 10/03/2026 Sean Ashton Initial release

Purpose

This checklist ensures systematic and complete induction of new staff into CRGI Solutions, covering IT access, health & safety awareness, information security, role-specific training, and emergency procedures in compliance with HPROC09 and all applicable ISO standards.

1. New Staff Details

Field Details
Full Name ________________
Role ________________
Start Date ________________
Line Manager ________________
Probation Period ________________ days
Expected Completion Date ________________

2. Day 1 — Welcome & Access

Task Complete ☐ Date Initials
Welcome briefing & building orientation ☐ ________ ________
IT access setup (Splashtop, M365, YouTrack) ☐ ________ ________
Equipment issued (laptop, phone, keys, PPE) ☐ ________ ________
Team introductions & welcome meeting ☐ ________ ________
Emergency contacts provided & reviewed ☐ ________ ________
Building/site orientation (if applicable) ☐ ________ ________
Health & Safety induction briefing commenced ☐ ________ ________

3. Week 1 — HSQE Awareness

Task Complete ☐ Date Initials
HSQEMS site tour & facilities orientation ☐ ________ ________
Health & Safety Policy briefing (HPOL04) ☐ ________ ________
Environmental Policy briefing (HPOL03) ☐ ________ ________
Quality Policy briefing (HPOL02) ☐ ________ ________
Code of Conduct training (HPOL07) ☐ ________ ________
Display Screen Equipment self-assessment (HFORM11) ☐ ________ ________
Fire risk awareness & evacuation procedures ☐ ________ ________
Workspace safety check & hazard awareness ☐ ________ ________

4. Week 1 — Information Security

Task Complete ☐ Date Initials
ISMS briefing & classification awareness ☐ ________ ________
Security acknowledgment form signed ☐ ________ ________
Information classification training ☐ ________ ________
Acceptable use policy reviewed (HPOL01) ☐ ________ ________
Data protection & confidentiality briefing ☐ ________ ________

5. Week 2 — Role-Specific Training

Task Complete ☐ Date Initials
Training plan agreed & documented ☐ ________ ________
Software training — SolidWorks (if applicable) ☐ ________ ________
Software training — AutoCAD (if applicable) ☐ ________ ________
Design process training (HPROC06) ☐ ________ ________
Document control training (HPROC10) ☐ ________ ________
RAMS production training (HPROC20 — if applicable) ☐ ________ ________
Client site familiarisation (if applicable) ☐ ________ ________

6. Week 2 — Emergency & Reporting

Task Complete ☐ Date Initials
Emergency response procedures (HPROC16) ☐ ________ ________
Incident reporting briefing (HFORM03) ☐ ________ ________
Hazard reporting briefing (HFORM02) ☐ ________ ________
First aid arrangements explained ☐ ________ ________
PPE requirements (HPOL15 — if applicable) ☐ ________ ________
Manual handling training (if applicable) ☐ ________ ________
Working at height training (if applicable) ☐ ________ ________

7. Feedback

Induction Feedback from New Starter:

What has been covered well?

What could be improved?

Questions or concerns?

Outstanding Actions Required:

# Action Owner Due Date Status
1 ________________ ________________ ________________ ☐ Complete
2 ________________ ________________ ________________ ☐ Complete
3 ________________ ________________ ________________ ☐ Complete

8. Sign-off

Field Details
New Staff Signature/Electronic Confirmation ________________
Date ________________
Line Manager Signature/Confirmation ________________
Date ________________
Operations Manager Confirmation ________________
Date Completed ________________

Notes on Induction:

  • HPROC09: Staff Induction Procedure
  • HPROC06: Design Process Procedure
  • HPROC10: Document Control Procedure
  • HPROC16: Emergency Response Procedure
  • HPROC20: RAMS Production Procedure
  • HPOL02: Quality Policy
  • HPOL03: Environmental Policy
  • HPOL04: Health & Safety Policy
  • HPOL07: Code of Conduct
  • HPOL15: PPE Policy
  • HREG06: Training & Competency Register
  • HFORM02: Hazard Report Form
  • HFORM03: Incident Report Form
  • HFORM11: DSE Self-Assessment Form

Classification: CRGI Information Document Control: Retain induction checklist on employee file for duration of employment plus 3 years minimum. Retention: All completed checklists must be registered in HREG06 and stored securely per HPROC10.

END OF FORM