Classic form
Staff induction form
An induction record is only worth having if it says what somebody was actually shown. This checklist is written to be filled in while walking the site, with each safety line phrased as a place they stood rather than a document they were sent, and the licences and equipment recorded in tables with tags and expiry dates. It ends with both people signing. Classic, because two signatures and two tables cannot work one question at a time.
The form itself
A static copy of the finished form, exactly as it renders. Nothing here can be filled in or submitted, so read it as a reference and build your own from the button above.
Every field, and what it collects
The complete field list, in the order respondents meet it.
- Their nameNameRequired
- Employee numberShort textRequired
- Which siteDropdownRequired
- Options: Northgate depot · Riverside cross dock · Kembley cold store · Head office · Workshop
- First dayDateRequired
- Their roleShort textRequired
- Who they report toShort textRequired
- Their buddy for the first fortnightShort textRequired
- Probation review dateDateRequired
- Safety induction completed on siteMultiple choiceRequired
- Options: Walked every emergency exit from their normal work area · Stood at the muster point and knows how to get there from the dock · Shown the fire extinguishers and what each one is for · Named the first aid officers on their shift and shown where the kit is · Shown how to report an incident, a near miss and a hazard · Walked the pedestrian routes and the areas they must not enter on foot · Talked through the site specific hazards, including reversing vehicles and cold store entry · Personal protective equipment issued, fitted and checked, not just handed over
- Who ran the site walkShort textRequired
- Time it finishedTimeRequired
- Policies gone through with themMultiple choiceRequired
- Options: Work health and safety, including the right to stop unsafe work · Drug and alcohol policy and how testing works here · Fatigue management and hours of work · Bullying, discrimination and sexual harassment, and how to raise something · Code of conduct · Privacy, and what happens to customer information · Vehicle and equipment use · Leave, timesheets and how to get paid correctly
- Equipment and keysTable
- Columns: Item · Asset tag or serial · Size or spec · Date issued
- Accounts and access set upMultiple choice
- Options: Email · Rostering app · Timesheet system · Site access card · Fuel card · Handheld scanner · Two factor enrolled
- Licences seen todayTable
- Columns: Licence or ticket · Number · Class or category · Expires
- Copies of what you sightedFile upload
- Up to six files, photo or PDF, 10 MB each. Photograph the front of each card flat on the desk, in good light, with the expiry date and the number readable. A photo taken at an angle through a lanyard sleeve is the one that has to be redone.
- Booked in or doneMultiple choice
- Options: Introduced to their shift and the supervisors on the other two · Sat with their buddy for a full shift · Forklift or plant assessment booked, if the role needs one · First one to one with their manager in the diary · Payroll details confirmed and first pay run checked with them · Shown where to find the roster and how to ask for a swap
- Anything outstanding, and who owns itLong text
- New starterSignature
- Person running the inductionSignature
The new starter
Before they touch anything
Policies read and acknowledged
Issued to them today
Licences and tickets sighted
The first fortnight
Sign off
What makes this form work
Every safety line is something you can only tick on the floor
Stood at the muster point. Walked the pedestrian routes. Personal protective equipment fitted and checked, not just handed over. The list is unusable from a desk, which is exactly the point, and it is the difference between an induction and an email.
Equipment and licences are tables, so the details survive
Asset tag, size, date issued. Licence number, class, expiry. Those are the fields somebody needs eighteen months later when a card lapses or a scanner goes missing, and a tick box records none of them.
Outstanding items get a name attached
One field, asking what is not done and who owns it, with an instruction to name a person rather than a department. Inductions are rarely completed in one day, and the difference between a loose end that closes and one that does not is whether a person's name is next to it.
Questions people ask
Why phrase the safety items as places rather than topics?
Because "emergency procedures explained" can be ticked from a desk and "walked every emergency exit from their normal work area" cannot. The wording is the control. An induction record that only lists topics tells you a conversation happened; one that lists places tells you where somebody has actually been, which is what matters when they need the exit in the dark.
Should the new starter sign it as well as the inductor?
Yes, and at the same moment. The two signature fields sit side by side for that reason. The new starter is confirming they were shown these things and could ask questions; the inductor is confirming they showed them. One signature alone turns the record into an assertion by whoever filled the form in.
Does the form remind anyone when a licence expires?
No. It records the expiry date in the licence table, and something on your side has to read that and act. There is no scheduling or reminder feature in a form, and it is worth being clear about, because a table with an expiry column can look like it is doing more work than it is. Export the responses and the dates are there to build a reminder from.
What does the empty licence table look like to the person filling it in?
Like ruled paper. Table cells have no placeholder text and no visible borders around each input, so an unfilled table shows column headings and row numbers and nothing else. That reads fine on a form somebody is typing into on a clipboard, and it is worth knowing before you put a ten row table on a page.
Build your own in about a minute
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