Revised & reissued June 2013
Campus & Commercial Services Group
Local Induction Checklist
Please work through this checklist with your new employee on commencement of their employment. It provides
an overview of the most important information they will to know in order to settle quickly into their new role.
Complete by dates have been included for your reference. You should aim to complete all aspects of the
induction within the first month of employment.
All policies and procedures are available to view/download through the HR Commercial Group website
http://www2.warwick.ac.uk/services/humanresources/hrcommercial
You will need to log in to use the site as it is password protected.
If you have a question on any aspect of your employment, please contact your line manager or the Human
Resources team.
Employee: ………………………………………….
Employee Job Title: …………………………………………
Work area: ………………………………………….
Start date: ……………………………………………………..
Manager’s name: ………………………………….
Manager’s job title: ………………………………………….
Please ensure that once individual pieces of information have been completed and/or conveyed that the
appropriate box has been ticked. Where items are not applicable please insert N/A. On completion of each
section both the employee and the manager should sign and date.
The following information should be completed on DAY 1 of employment:
1. Welcome and Introductions – Day 1
Completed
Introduction to the team
Orientation ‘tour’ of the workplace
Working hours/reporting for duty
Breaks/meals policy/where to eat
Pay dates, pay calculation and pay slips
Overtime and weekend working
(refer to terms and conditions of employment)
Lockers/security of personal property
Information Security Policy
http://www2.warwick.ac.uk/services/campus-support/about/policies/
Issue of Keys/Uniform/ID badge/University Card
Uniform Policy
Overview of job role – go through job description
Employee’s signature:
Date:
Manager’s signature:
Date:
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Revised & reissued June 2013
2. Health & safety information - Day 1
Completed
‘Health & Safety Essentials’ guide - Manager to talk through the departmental guide (as
appropriate) and to ensure the employee has:
 read, understood and completed the assessment
Fire safety - the employee has been directed to:
 manual call points, evacuation routes & exits and the designated fire assembly point
First aid - the employee has been directed to:
 the location of the first-aid kit, the local procedure for summoning assistance and
the list of current first-aiders for the area
Reporting of accidents - the employee is aware of:
 the correct procedure for the reporting of accidents; and the location of the ‘on-line’ report
(if they have access to a computer)
Chemicals - the employee has been inducted in:
 the use and storage of chemicals
Personal protective equipment - the employee has been inducted in:
 the use and wearing of: gloves / face mask / eye protection / heavy-duty
gloves / safety footwear / ear-defenders / other ………………………………..
Compactor – the employee has been inducted in:
 the safe operation of this piece of equipment in line with the University procedure.
Baler - the employee has been inducted in:
 the safe operation of this piece of equipment in line with the University procedure.
DSE (as appropriate) - the employee is aware of the need to complete ‘on-line’ instruction at:
http://www2.warwick.ac.uk/services/healthsafetywellbeing/guidance/computerworkstations/
 and that free eye tests are available for ‘regular’ users every three years
http://www2.warwick.ac.uk/services/humanresources/newpolicies/eye_tests
Smoking - the employee is aware of:
 the provision for the prohibition of smoking in premises, places and vehicles and the
designated ‘smoking’ area
Approved poster - the employee is aware of:
 the location of the poster entitled ‘Health & Safety - what you should know’
Employee’s signature:
Date:
Manager’s signature:
Date:
3. Food safety information - Day 1 (if relevant to the post)
Completed
‘Food Safety Essentials’ guide - Manager to talk through the departmental guide (as
appropriate) and to ensure the employee has:
 read, understood and completed the assessment
‘Food Allergen Essentials’ guide - Manager to talk through the departmental guide (as
appropriate) and to ensure the employee has:
 read, understood and completed the assessment
Exclusion of food handlers - the employee:
 has read, understood and signed off the ‘reporting of illness’ procedure; and
 is fully aware of the requirements for the ‘return to work’ following absence with vomiting
and/or diarrhoea.
Food safety manual & hazard analysis - the employee has:
 been directed to the location of this document and made aware of its contents
Temperature monitoring - the employee understands:
 the need for the taking of and documentation of specific temperatures, for example
delivery / refrigerators & freezers / cooking & reheating / hot & cold display
Employee’s signature:
Date:
Manager’s signature:
Date:
2
Revised & reissued June 2013
The following information should be completed in WEEK 1 of employment:
4. Departmental induction – Week 1
Completed
Go through terms and conditions of employment
Overview of the department/organisation
Meetings/Team briefings/Core Brief
Structure chart/reporting lines/line manager
Holiday entitlement and requesting Leave policy
How to use the telephone/fax/e-mail/website
Personal use of the above incl mobile phones
Car parking and permits
What to do if you are sick/sick pay?
Contact for support (local buddy/mentor)
Essential Phone numbers
Probationary period and review meetings – explain
process
Appraisals and Reviews
Overtime Process & Payments
Personal Appearance/Uniform
Employee’s signature:
Date:
Manager’s signature:
Date:
The following information should be completed in WEEK 1 and 2 of employment:
5. Learning and Development
Employee
signature
On Job and Off Job Induction training
Week 1
Local specifics
Week 1
Local procedure for requesting training
Week 2
Taking responsibility for your own learning and
development
Competences guide (if relevant)
Week 2
Week 2
Learning and Development Centre
http://www2.warwick.ac.uk/services/ldc
Week 2
Warwick Learning Account
http://www2.warwick.ac.uk/study/cll/wla/
Week 2
IT Services training opportunities
http://www2.warwick.ac.uk/services/its/servicessupport/training/
Week 2
Licensing Training record
Week 2
3
Manager
Signature
Date
discussed
Revised & reissued June 2013
The following information should be completed in the FIRST MONTH of employment:
6. HR Policies and Procedures - Staff with no supervision responsibilities
may only require an overview
Recruitment and Selection
Completed
Disciplinary
Grievance
Sickness Management Policy
Alcohol & Drugs Policy
Dignity at Work and Study including Equality & Diversity
Capability/Performance Management
Competences and Role profiles (if relevant to role)
Employee Benefits (see website)
http://www2.warwick.ac.uk/services/humanresources/payreward/employeebenefits/
Employee’s signature:
Date:
Manager’s signature:
Date:
7. Dates of any formal training if
applicable
Date of next event (refer to
Learning & Development
plan and website)
Core Induction programme
- Director’s Welcome
- Customer Service
- Health and Safety
(A) Generic Programmes, as applicable:
- Appreciating Differences
- Proactively Managing Diversity
- Cultural Awareness
- Disability Awareness
(B) Additional H&S Training, as
applicable:
-
Level 2 Award in Food Safety in
Catering
Level 3 Award in Food Safety in
Catering
Level 4 Award in Food Safety
Catering
4
Have you liaised with Learning
& Development to check a
place has been allocated?
Revised & reissued June 2013
Additional training support for Managers/Supervisors
You may wish to provide an overview of the following formal generic activities to support manager/supervisory
development as appropriate. Refer to the Learning and Development plan for schedule of dates or contact the
Learning and Development team for further information.
8. Dates of any formal training if
applicable
Date of next event (refer to
the Learning & Development
plan and website)
Team Leader Development Programme
Commercial Managers Programme
Recruitment & Selection
Return to Work
Managing Absence
Disciplinary
Performance Management
Appraisal & Job Talk Skills
Practical Training Skills
Group Training Skills
Personal development guide (if relevant to
role)
Other local initiatives
5
Have you liaised with
Learning & Development to
check a place has been
allocated?
Revised & reissued June 2013
Declarations
Employee’s Name: …………………………………………
Job Title: …………………………………
Employee’s Manager: …………………………….……….
Job Title: …………………………………
Completion date: …………………………………………..
Employee’s declaration
I agree that I have received information, guidance and instruction on the areas outlined in this checklist, except
for the topics identified as N/A which do not apply to me or my role.
I agree that in the event of me not understanding any aspect of policy or procedure relating to my work then I
will check this with my immediate supervisor/line manager or with the Human Resources team.
Employee’s signature ……………………………………………………… Date: …………………………
I have received specific training/instruction on the following topic areas and have completed
the relevant assessment paper:Employee’s Signature
Date
Health & Safety Essentials
........................................................
............................
Food Safety Essentials
........................................................
............................
Food Allergen Essentials
........................................................
............................
All the essential guides and assessment papers can be found at:
http://www2.warwick.ac.uk/services/humanresources/hrcommercial/learning_and_development/induction/
Manager/Supervisor declaration
The above employee has received the necessary information, guidance and instruction detailed on this
checklist, except for the topics identified as N/A which do not apply. They have also completed the relevant
assessment papers to demonstrate their understanding of the subject area.
Manager/Supervisor’s signature ………………………………………… Date: …………………………
What to do now
1. Please take a photocopy of this page (Declarations) and send it to Eleri Jeffrey
(E.Akehurst@warwick.ac.uk) Learning & Development Co-ordinator in the HR team – Argent Court.
Please contact Eleri on ext. 23201 if you have any questions.
2. A record of this declaration will be noted on the employee’s PSE history.
3. Keep the original document on the employees personnel file.
4. Local files may be periodically ‘audited’ by the HR team and Food, Health and Safety Officer to ensure
that these important records are being accurately maintained.
5. A report on local induction completion rates will be reviewed by the Directors on a quarterly basis.
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