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Staff induction and probationary review

Maximise productivity and reduce staff turnover

On this page

  • How to create an induction pack
  • Understand the probationary period for new employees 
  • Download and use our templates

Rewards of proper staff induction

Inducting your new staff properly will ensure:

  • they feel welcome and comfortable
  • they're clear about what's expected of them
  • existing staff are clear about the new staff member's role
  • administrative set-up is complete.

Create an induction pack

An induction pack should be provided to the new employee either during the interview process – or on their first day.  

To give the new employee a better understanding of the company, an induction pack should consist of the following information:

  1. A current organisation chart listing the current roles and employees' names.
  2. A copy of the company's HR manual.
  3. A copy of the job description.
  4. Copies of any marketing materials – such as brochures.
  5. A staff contact list.
  6. A safety induction – including evacuation procedures.
  7. Security access.

If you don't have an HR manual for your staff, our HR template below is easy to use.

HR manual template (DOCX 234.96 KB)DOCX icon

Probationary period for new employees

A probationary period is for the first three months of a new job, and offers both the employer and new employee an opportunity to openly discuss the role and its suitability. 

The employee can assess if the job meets their expectations, whilst the employer will gain an understanding of the new employee's skills, knowledge and attitude.

During this probationary period, formal reviews with the new employee should be held at the end of the first, second and third month. This assists with keeping the communication flowing to address any concerns, training or accountability issues, as well as provide clarity on priorities.

1 month probationary period review template (DOCX 37.15 KB)DOCX icon

3 month probationary period review template (DOCX 35.25 KB)DOCX icon

Find out how to keep good staff records.