Induction Policy and New Employee Templates
The induction process is a crucial part of motivating and retaining newly appointed employees. The Induction Policy and Documents Sub-folder contains an Induction Policy which will help you ensure that you have an effective induction process in place, in line with the Equality Act 2010 and the Bribery Act 2010.
The Induction Checklist Form allows the line manager to check that each part of the induction process has been completed, while the Induction Feedback Form can be used for an employee to give feedback on their induction. The New Starter Form contains the information you will need in order to ensure that you have met your obligations as an employer e.g. evidence of the right to work legally in the UK and tax forms (P45).
Why subscribe to Employment?
Managing the employment relationship from recruitment to staff leaving can be a complex, onerous and costly task. However, fully compliant procedures and professionally drafted documents can help ensure well-matched employees for the requisite roles, efficient/productive and engaged workforce, and improved levels of employee retention. The wide selection of up-to-date templates within Employment provide a valuable and affordable resource for employers and HR managers. Unlimited downloads within the one year subscription period includes all updates and additions.
Please click on the links below to view and download the available Induction Policy and Document Templates.
Induction Policy and New Employee Templates is part of Employment. Just £38.50 + VAT provides unlimited downloads from Employment for 1 year.
Frequently Asked Questions
Do I need a formal induction process for a new employee, and is it a legal requirement? +
A general induction programme is not itself a legal requirement, but several statutory duties arise on or before day one. You must carry out a right to work check before employment begins, provide a written statement of employment particulars no later than the first day, and give the new starter health and safety information. A structured induction is the practical way to discharge all of those duties together. The Simply-Docs Induction Policy and Induction Checklist Form help you cover these obligations consistently and document that each step has been completed.
What information do I need to collect from a new starter on or before their first day? +
Before or on day one you need evidence of the new starter's right to work in the UK (checked before employment begins under the Immigration, Asylum and Nationality Act 2006), their P45 from their previous employer or the HMRC Starter Checklist if no P45 is available, bank details for payroll and emergency contact information. The Simply-Docs New Starter Form is designed to capture this information in one place, helping you meet your obligations as an employer and get the new employee onto payroll correctly.
How do I make sure my induction process covers the Equality Act 2010 and the Bribery Act 2010? +
Your induction must comply with the Equality Act 2010 by ensuring equal treatment regardless of protected characteristics such as age, sex, race or disability, so no new employee is disadvantaged. Where a role could be exposed to bribery risks, the Bribery Act 2010 means induction should cover your anti-bribery policy and relevant procedures. The Simply-Docs Induction Policy is drafted to align with both Acts, giving you a compliant starting point once adapted to your organisation.
What is an Induction Checklist Form and why should the line manager complete one for each new starter? +
An Induction Checklist Form is a structured record the line manager signs off as each induction stage is completed, confirming that mandatory steps (such as health and safety briefings, right to work checks and policy sign-offs) were actually delivered, not just planned. It is your evidence if an employee later claims they were not told something, or if a dispute reaches a tribunal. The Simply-Docs Induction Checklist Form is designed for line managers to work through with each new starter, and complements the Induction Policy and Induction Feedback Form in this sub-folder.
How long must I keep new starter records and employee data collected during induction? +
Retention varies by record type: right to work documents should be kept for the duration of employment and at least two years after employment ends (per Home Office guidance), while payroll records such as a P45 should be kept for six years from the financial year-end. There is no single fixed period, and the UK GDPR and Data Protection Act 2018 require you to keep personal data only as long as is reasonably necessary. The Simply-Docs Guidance Note on Managing the Retention of Employee Data helps you set a compliant retention policy covering new starter records.
What does the Equipment Receipt Form do and when should I use it with a new starter? +
Use the Equipment Receipt Form to record which items of company equipment (such as a laptop, mobile phone, access card or tools) have been issued to the new employee and to confirm they have received them. Both employer and employee sign it on handover, creating a clear record of what was issued and on what date, which protects the employer if equipment is lost, damaged or not returned on leaving. Complete it on or before the new starter's first day, alongside the Induction Checklist Form. It is available in the Simply-Docs Induction Policy and New Employee Templates sub-folder.
