New Starter Checklist

Modified on Tue, 10 Dec at 10:24 AM

When people join the business, the following list of checkpoints needs to be completed by their manager and added to the respective personnel file.


Job Title of New Starter

 

Name of New Starter

 

First Day

 

Form Completed by

 

 

Item

Relevant

Date

Initials

Approval of Senior Management/MD for account creation


Provision of Office Keys

 

 

 

Provision of Car Park Pass

 

 

 

Provision of VPN connection and passwords

 

 

 

Notification to key customers/suppliers

 

 

 

Notification to health scheme supplier

 

 

 

Notification to Accountants (payroll etc)

 

 

 

Collection of P45 for accountants

 

 

 

Provision of laptop

 

 

 

Provision of mobile phone

 

 

 

Entry to Active Directory

 

 

 

Creation of Microsoft 365 account


Creation of GSuite account

 

 

 

Update internal documentation

 

 

 

Create FreshDesk account

 

 

 

Create internal phone extension

 

 

 

Provision of company social networking passwords

 

 

 

Introduction to company procedures/handbook

 

 

 

Explanation of fire procedures

 

 

 

Training in backend systems

 

 

 

Completion of any client security procedures (CRB etc)

 

 

 

Inspection of driving licence/insurance

 

 

 

 

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article