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Staff induction and probationary review

Help to maximise productivity and reduce turnover.

On this page

  • Introduce new staff
  • Create an induction pack
  • Use probationary review templates

Rewards of proper staff induction

Proper induction of new staff ensures that:

  • new staff feel welcome and comfortable
  • it is clear what is expected of them
  • the new staff member's role in the business  is clear to existing staff
  • administrative set up is completed.  Find out how to keep good staff records.

Create an induction pack

An induction pack should be provided to the new employee either during the interview process or on their first day.  It will give them a better understanding of the company and should consist of:

  • a current organisation chart listing the current roles and employees' names
  • copy of the company Human Resources manual
  • copy of their job description
  • copies of any marketing materials - brochures etc
  • staff telephone list
  • a safety induction including evacuation procedures
  • security access

If you do not already have an HR manual for your staff, use our HR template to make it easy.

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 and address any concerns, training or accountability issues and 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