Induction and onboarding

Direction and guidance for principals and managers on providing consistent and supportive onboarding and induction experiences for staff, whatever the role or location.

Audience


All:

  • principals and managers that lead the onboarding of employees
  • new employees, school-based and non-school based, to complete induction. This includes permanent, temporary and casual employees
  • employees who change schools or business units, or return to work after a long absence, to complete a local induction and additional onboarding
  • volunteers.
Version Date Description of changes Approved by
V01.0.1 04/11/2024 Updated to align language with the Public Service Commission Code of Ethics and Conduct. Director, HR Operations, Policies and Systems
V01.0.0 02/09/2024 Under the 2023 Policy and procedure review program, new policy document consolidating existing instructions and improving clarity and readability. Chief People Officer


Ongoing union consultation is occurring and amendments may be made from time to time.


About the policy


Under the Recruitment and onboarding policy, the department is committed to fair and equitable recruitment and comprehensive onboarding practices in its workplaces by:

  • creating a positive onboarding and induction experience to orient and engage new employees, contractors or volunteers quickly to their school or education support office, their team and the department.
Term Definition
Induction

A process by which employees are introduced to their new workplace. Induction may begin before an employee’s first day and will generally take place over the first 6 weeks.

Department induction: provides essential department information and context, and mandatory training requirements to all employees regardless of role or workplace location. Examples include: the department's Code of ethics and conduct policy document, health and safety, available support services for staff, Our Plan for NSW Public Education, and the goals and values of the department.

Local induction: provides information and context specific to the employee’s new role, workplace environment, location and team/colleagues. This information is tailored by directors, principals and managers for their schools/business units.

Onboarding Preparing for employees to begin work in their new role. Usually completed or mostly completed before an employee’s first day. For example, payroll details, IT access and building access.
Hiring manager The employee responsible for the hiring of the new employee. May include principals, managers and directors.
Employee

Any person engaged by the department to do work conducted by or for the department and paid directly by the department.

For the purposes of this procedure, the term ‘employee’ does not include people engaged and paid through a third party (‘contractor’). Refer to the Contingent labour procedure.

Volunteers are not employees.

New employee Employees new to a role in the department, regardless of whether they are new to the department.
Volunteer A person performing tasks or work for the department, who is not paid for their time or service. Includes (but is not limited to) practicum students and interns, Special Education in Ethics and Special Religious Education providers, parents and relatives of a child at the school, people who are not relatives of a child at the school and volunteers under the age of 18.
Volunteer coordinators People who coordinate volunteers for school-related activities, for example, fundraising, relatives helping with supervision on excursions, delivering special education in ethics classes.

Hiring managers:

  • support new employees during onboarding and induction
  • ensure all appropriate recruitment and onboarding paperwork is completed before the employee’s first day
  • ensure new employees have appropriate access to the workplace on their first day
  • allocate devices as needed (laptops, tablets, computers, mobile phones) for new employees
  • tailor induction tasks and checklists to the local workplace and to the individual
  • if available, assign team members a ‘buddy’ and/or a mentor to support new employees during induction
  • ensure all employees receive consistent and supportive inductions
  • make any reasonable adjustments required under the Disability Discrimination Act 1992 (see the Workplace adjustment procedure for further guidance)
  • review progress and records of mandatory training
  • ensure mandatory training is completed within appropriate timeframes
  • identify and organise relevant role specific training
  • record, monitor and support the progress of the employee's induction
  • hold regular catch ups and establish ongoing performance conversations.

New employees:

  • complete and return all required onboarding paperwork
  • ensure they are prepared to start work with the department by completing onboarding and induction activities before their first day
  • actively take part and manage their own induction journey and proactively seek support
  • independently initiate and complete induction activities when possible
  • complete all mandatory training within the specified times and provide evidence of completion to their manager/supervisor
  • attend scheduled role-specific training
  • identify training and development requirements and work with their hiring manager to prepare their performance and development plan
  • keep accurate records of completed induction activities.

Colleagues and assigned 'buddies' to new employees:

  • support new employees in their first few days and weeks navigating the workplace and the department
  • arrange regular catch ups and provide the new employee with opportunities to ask questions
  • inform the new employee of relevant local information
  • carry out induction activities as delegated.

Directors and directors, educational leadership:

  • ensure local induction resources and tools are tailored to include directorate, school and business unit-specific information
  • ensure records are kept of mandatory training and induction progress for all employees
  • regularly contact principals/managers to raise issues of non-compliance, including employees who have not completed their mandatory training within appropriate timeframes
  • ensure tailored local induction resources and tools are maintained
  • include new employees in any onsite local induction programs, sessions or role specific induction or training
  • alert the People and Culture, Learning and Development induction team of any issues that impact the department's induction framework
  • ensure health and safety plans are up to date and available to new employees and conduct regular work health and safety (WHS) onsite induction walk throughs.

Onboarding support (includes Human Resources, payroll and IT Directorate):

  • complete recruitment and onboarding activities to ensure the employee has access to required systems before the employee’s start date
  • ensure recruitment and onboarding records are completed.

Supervising teachers:

  • induct pre-service teachers.

Induction stakeholders:

  • ensure induction related policies and resources are current
  • maintain their own content and resources and notify the People and Culture Learning and Development team of major changes
  • support and monitor compliance with mandatory training related to their subject matter.

What needs to be done

This procedure does not apply to:

  • contractors – refer to the Contingent labour procedure
  • role-specific induction and training, such as beginning teacher training and development.

1. What is onboarding and induction?

Onboarding starts after an employee has accepted an offer of employment and is generally completed before the employee’s first day in their new role.

Induction may start before an employee’s first day and generally takes several weeks or months to complete.

The purpose of onboarding and induction is to ensure employees:

  • are provided with a consistent and supportive induction experience, regardless of location and role
  • are oriented into the culture, and understand the departmental support available
  • are aware of the requirements under the department’s Code of ethics and conduct policy document
  • understand Our Plan for NSW Public Education, and the role they play in it
  • are provided with foundational skills and knowledge necessary to be successful in their new role
  • can easily access and complete mandatory training and pre-day one activities to comply with legislative requirements
  • have access to and know where to find key policies, procedures and guidelines
  • are provided with centralised access to department induction information.

This procedure enables hiring managers to:

  • effectively onboard employees before their start date
  • prepare tailored local and personal induction material and plans to supplement the department’s induction information
  • keep records of onboarding and induction progress and completion.

The onboarding and induction process (Table 1) typically starts after an offer of employment has been accepted, and generally continues for 6 weeks. The onboarding and induction journey is divided into 5 stages.

Onboarding before beginning work

Hiring managers and new employees complete onboarding so the employee can work efficiently from day one. The employee may also need to begin their induction before their first day, for example, teachers needing to complete mandatory training before their first day in the classroom.

Table 1 Onboarding and induction process

Time and stage Action
Day 1: Welcome Hiring managers will schedule opportunities to welcome the newest team member to the department and introduce them to their peers. The day will also include an orientation of the workplace.
Week 1: Familiarity In the first week, hiring managers and colleagues will provide the employee with the opportunity to become familiar with the department, local school/workplace practices and expectations of their role.
Week 4: Integration In the first 4 weeks (or month), the new employee is supported to integrate into the school/workplace community and build productive work relationships. Principals/managers and colleagues will also help equip employees with resources and introduce them to relevant networks.
Week 6: Goal setting By the sixth week, the hiring manager will have provided the employee with a clear understanding of their role and expectations and will have developed their performance and development plan for the following year.
After induction Managers and their employees must continue to meet at least once per month.

2. Onboarding guidelines

Before the employee’s first day, the hiring manager and support staff onboard the new employee.

Refer to the Checklist for hiring managers to onboard and prepare to induct new employees (staff only) (DOCX 65 KB).

2.1 New employees

New employees must:

  • accept their letter of offer and return it to the department
  • provide personal details, for example, mailing address, title
  • provide banking details
  • provide tax file number declaration
  • provide superannuation fund nomination
  • provide any relevant screening documents. Refer to the Employment screening procedure.

Employees moving to a different part of the organisation do not need to complete these forms again, unless they wish to change their information. Refer to Change of personal details procedure.

HR and payroll will use the information to set up the new employee on HR systems.

Employees must follow instructions sent to their personal email address to setup their network password.

Most new employees will be sent a welcome email from their hiring manager at least one week before their start date.

Employees are encouraged to review the mandatory training in their personalised induction checklist, enrol and complete all required modules in the prescribed timeframes.

Transferring employees – moving within the department:

  • may be able to bring their devices to their new role
  • must check with the school or business unit they are leaving, whether their devices need to be returned before moving to their new role. Refer to Leaving the department procedure
  • must advise their hiring manager if they require new devices.

Laptops and computers for school-based employees

Principals may allocate existing hardware or purchase new hardware for school-based employees.

The Technology 4 Learning T4L Computer Equipment Rollout website has a catalogue of available equipment. Principals (and their delegates) order new devices through EdBuy (on the Staff Portal [staff only]).

New hardware is purchased through the T4L website, managed by the department’s IT Directorate.

Laptops for non-school based employees

New and transferring employees must ensure that department devices are used responsibly and for work purposes only, adhering to Digital devices, services and information – staff use procedures.

Managers must request a device for a new employee via EDConnect on 1300 32 32 32 or by logging an online query.

At least 5 business days’ notice is required to ensure equipment is ready.

2.2 Volunteers

Volunteers in schools are required to undergo screening before conducting volunteer duties.

The volunteer coordinator must:

2.3 Access to networks, systems and workplace

The relevant recruitment and/or payroll team will begin the setup of network access for temporary and permanent/ongoing employees.

When the request has been processed, EDConnect will send the employee an email (to their personal email address) with instructions to create a network password.

The IT Directorate will generate a department email address for the user.

If the employee has problems with their network access, the employee must follow up with EDConnect in the first instance, and advise their principal and/or manager.

All employees are provided access to the Staff Portal (staff only) and the Company Portal. Employees can:

  • use the web-based Staff Portal (staff only) to access other systems and web-based applications including MyPL (for mandatory training), SAP Employee Self-Service, EdBuy, Expense8 and Canva
  • use the Company Portal from a department-issued laptop or computer to install desktop applications on their device such as Adobe Acrobat, TRIM and Microsoft OneNote
  • request a license for a system or application used by the department that does not appear in the Company or Staff Portals. The employee must request a licence from their directorate via their principal/manager in the first instance. Refer to section 5.1 (Requesting additional system access).

The hiring manager must arrange workplace access. For example:

  • building pass
  • desk and/or workstation or office
  • office keys
  • storage keys and/or PIN
  • carpark allocation
  • signage.

3. Preparing for induction

The hiring manager must:

  • prepare for the new employee’s induction. They may delegate preparation tasks to relevant people as required
  • keep an induction checklist as a formal record of the employee’s induction, including local and personalised induction activities.

The Checklist for hiring managers to onboard and prepare to induct new employees (staff only) (DOCX 65 KB) has been designed to support principals, managers and their delegates to onboard and prepare for inducting new employees in line with this procedure.

The hiring manager and the employee are equally responsible for ensuring their onboarding and induction is completed and recorded on the induction checklist.

3.1 Prepare for the new employee to start

The hiring manager must:

  • advise the team and key stakeholders of the new employee’s name, role and start date
  • decide who will be responsible for different induction activities – refer to 3.2 Review induction checklists
  • ensure that all onboarding activities, including assigning mentors and scheduling briefings, are conducted transparently and ethically.

The hiring manager must, if required:

  • schedule meetings and briefings with induction stakeholders
  • schedule introductory meetings with key stakeholders
  • assign a buddy and/or mentor
  • schedule handover meetings between relevant employees and the new staff member
  • request relevant employees prepare a briefing package for the new employee.

The hiring manager or their delegate will prepare colleagues and induction support teams to be available on the employee’s first day to:

  • meet the new employee
  • offer an Acknowledgement of Country to show respect for Traditional Owners and the continuing connection of Aboriginal and Torres Strait Islander peoples to Country
  • give a tour of the workplace
  • give a WHS briefing including ergonomics, safety equipment, first aid and firefighting equipment, emergency exits, evacuation routes and meeting points
  • help and guide the employee with orientation, technology and supplies.

The hiring manager may also decide to arrange a welcome morning tea or lunch.

3.2 Review induction checklists

The department has induction checklists for different employee groups.

Hiring managers must download the relevant induction checklist for their new employee:

Hiring managers:

  • must review the checklist, and update and customise it as required
  • are encouraged to get agreement and update the responsible person/role for each task on the checklist. This will ensure roles and responsibilities for the employee’s induction are clear, and the employee’s expectations are managed.

The hiring manager must:


The induction checklist contains essential information about the department but does not include local induction information.

Hiring managers must ensure local induction activities are included or added to the employee’s induction checklist. Local induction activities are specific to the school or business unit, for example, related to the specific workplace including health and safety, geographic location and local area.

The hiring manager must ensure any personal requirements are included or added to the employee’s induction checklist.

A personalised induction takes into consideration the new employee’s:

  • family, medical, cultural or language background
  • personal dispositions and skills
  • concerns about the role
  • career aspirations.

It also accounts for the school’s or business unit’s particular challenges, stakeholders and context.

Personalised inductions may include:

  • consideration of whether reasonable adjustments are required under the Disability Discrimination Act 1992 (see the Workplace adjustments procedure for further guidance)
  • adapting delivery method (for example, visual/watching/reading, listening/discussion, practical)
  • changing the order, timing or priority of tasks in induction
  • changing the time spent on different aspects of induction
  • adding specific tasks or activities that would help or interest the individual, in relation to their personal skills, concerns and aspirations.

3.3 Working with, walking with Aboriginal and/or Torres Strait Islander employees

New employees who are Aboriginal and/or Torres Strait Islander should be acknowledged during induction.

Things to consider:

  • Ensure that acknowledgement protocols are incorporated at official meetings and events to show respect to Aboriginal and/or Torres Strait Islander peoples as the Traditional Owners of the land.
  • Where appropriate, provide the new starter with connections to the Community and Aboriginal Education Consultative Group (AECG).
  • Learn the traditional place name of the local area (Whose Country am I on?) and encourage all employees to set up an email signature that acknowledges the country on which they work (refer to Know Your Country).
  • Give new starters time to meet with other Aboriginal and/or Torres Strait Islander employees to build relationships and create an environment where cultural connection is respected.
  • Where possible, assign an Aboriginal and/or Torres Strait Islander ‘buddy’ for the new starter.
  • Inform the new starter about Aboriginal and/or Torres Strait Islander support mechanisms, anti-racism policies and procedures, and special leave for cultural responsibilities.

3.4 Help build connections and relationships

Hiring managers and colleagues must help new employees find suitable connections and build professional relationships.

Hiring managers must:

  • identify key people to introduce the new employee to and decide when on the induction journey it will occur
  • schedule time for the new employee to meet key people and connect with them
  • schedule and regularly hold one-to-one meetings with the employee, at least monthly.

One-to-one meetings between hiring manager and employee:

  • The meetings must have an agenda that includes a personal catch up, discussion about leave, professional learning and work deliverables.
  • The hiring manager and employee may vary the length of meetings depending on the need and size of the team. Meetings are generally 15-60 minutes.
  • Hiring managers must keep records of these conversations and share them with the employee. The records must include notes about what was discussed, what was decided, and follow up taken on action items.

3.5 Professional learning and development

Hiring managers and new employees must review the employee’s professional development and may identify specific areas of professional practice in which the employee needs development.

Hiring managers may assign mentors who are experts in the aspects that have been identified for development.

If the new employee has an immediate need for personalised support or development, the hiring manager must:

  • list specific courses the employee needs to complete on their induction checklist
  • check availability and register the new employee for listed courses
  • organise on-the-job support, including buddies and mentors.

If the support or development is not an immediate need, it can be included during the creation of a performance development plan (PDP). A PDP helps the employee meet their goals and those of their school/business unit and the department. Refer to section 6 The first month.

3.6 Inducting employees

The department uses a model of school-based induction for beginning teachers centred on 5 key components:

  • customised
  • connections
  • context
  • curriculum
  • classroom.

This ‘5C model’ of induction customises the support to the specific needs of beginning teachers. It connects teachers according to their needs and focuses on context, curriculum and the classroom.

Beginning teachers’ induction, in line with the 5C model, is not the same as this induction procedure. The main areas not covered in this procedure are the last 2 Cs, curriculum and classroom. Principals are encouraged to cover these aspects of the 5C model in the beginning teacher’s PDP.

Refer to:

Casual teachers must complete their mandatory training.

Hiring managers must:

  • check the status of their casual teachers’ mandatory training
  • support casual teachers to complete mandatory training, where appropriate.

All education support staff, including executives, must participate in the School Experience program (staff only). This generally happens in the employee’s second week of employment.

The School Experience Team will send an email to the hiring manager with the details of the employee’s placement.

As part of the personalised induction, the manager or the executive assistant to the new executive must:

  • prepare a briefing pack of essential role specific information
  • schedule meetings with relevant stakeholders and peers in their first 3 months
  • notify the WHS Committee or representative of the new Executive’s start date so they can schedule specific WHS induction if required.

3.7 Send welcome and first day information

The hiring manager or their delegate must send a welcome email to the employee at least one week before their start date, including:

Hiring managers are also encouraged to prepare and attach an agenda for the employee’s first week, showing any scheduled induction, training or stakeholder meetings. This allows the employee to plan any other required activities for the week, such as mandatory training.

4. The first day

4.1 Employee requirements

All employees on their first day must:

  • attend the workplace as described in the welcome email
  • be available to be introduced to colleagues and support people
  • collect workplace access cards, keys and/or codes (if available)
  • collect technology as described in the technology deployment email (if available)
  • update details on Staff Portal (staff only) (if required)
  • participate in induction activities
  • complete the mandatory training on the checklist for day 1
  • keep accurate records of completed induction activities on their induction checklist.
  • The employee must record when items are completed on their induction checklist with their initials.
  • The induction checklist states when it is acceptable for an induction task to be marked completed by the employee.
  • The hiring manager or their delegate may mark any or all induction tasks as completed.
  • When an item is not completed within the timeframe indicated, the date of actual completion must also be recorded in the completed column.

4.2 Requirements for hiring managers and principals

The hiring manager or their delegate are expected to complete the following items on the first day. If it is not possible to complete them on the first day, they must be completed on the employee’s second day.

The hiring manager or their delegate must:

  • begin the induction with an Acknowledgement of Country to show respect for Traditional Owners and the continuing connection of Aboriginal and Torres Strait Islander peoples to Country
  • introduce the new employee to their colleagues and their managers, supervisors or school executive team
  • add the new employee to existing meeting invitations, email distribution lists and any shared team workspaces, folders, groups and chats and applications
  • deliver a tour of the workplace, including:
    • staff room and/or kitchen, offices, meeting rooms and bathrooms
    • office equipment, stationery, photocopiers and printers, phones
    • mail arrangements
    • booking equipment and rooms
    • WHS briefing including equipment and procedures
  • discuss:
    • the importance of induction, induction checklists and accurate record keeping
    • working hours, break times, how to report absence from the workplace, and recording attendance (for example, flex sheets)
    • their school or business unit’s team structure and roles
    • the need for any workplace adjustments
    • the initial duties and tasks the employee must complete during the first week, including mandatory training
    • the new employee’s understanding of their duties
    • the importance of knowing and acknowledging the Traditional Owners of the land on which the employee is working. Encourage employees to set up an email signature that acknowledges the Country on which they work at Know Your Country
  • provide any useful local information, for example, public transport, banks, medical centres, pharmacy, cafes, post office
  • request and receive feedback from the employee about their onboarding experience.

In addition to the requirements for all hiring managers (above), principals or their delegates must provide new employees with:

  • relevant timetables, class lists, teaching programs
  • school faculty policies on curriculum, discipline, attendance, homework and assessment and reporting information
  • school rules
  • after-hours access procedures, if needed.

5. The first week

5.1 Requirements for all new employees

In the first week of their new role, employees must:

  • complete mandatory training
  • read about
    • the department
    • employment conditions and staff policies
    • available employee support, for example Employee Assistance Program (EAP), leave, Staff Wellbeing (staff only)
    • department vehicle surveillance
  • check system access to shared resources, and request addition from the hiring manager if required
  • check system and software application access and request additional system access if required.

School-based employees

School-based employees may use the Staff Portal (staff only) > Manage My Access to get access to additional systems after onboarding. From here, employees can also add systems to their ‘My essentials’ dashboard on the Staff Portal.

  • For some systems and applications, the employee needs to request access from their principal.
  • To get access to Scout, the employee must first complete the Scout introduction course on MyPL.

Access to the system will be provided within two days.

Principals

Principals (and their delegates) may use the Staff Portal (staff only) > Manage Staff Access to add and remove system access, and approve and deny employee requests for system access.

Education support employees

To request access to additional systems, go to EDConnect (staff only) and select ‘logging an online query’. Under IT Support, select Software application > ‘Software request (general)’.

5.2 Additional requirements for new employees

In addition to the activities outlined in 5.1, new employees must undertake the activities outlined in this section in the first week of their new role.

Teachers

In addition to the activities outlined in section 5.1 Requirements for all new employees, teachers must do the following in the first week of their new role:

  • read about
    • teacher accreditation
    • assessment policy
    • Aboriginal Education Policy
    • The AECG Partnership Agreement
    • feedback
    • appeals/misadventure
    • report writing
  • discuss with their colleagues or principal
    • appropriate engagement with parents and the community, for example, parent-teacher interviews and parents and citizens groups
    • their class profile and students’ progress, learning needs, backgrounds, health care plans and behaviour management plans
    • school policies, procedures and guidelines
  • review the Performance and development framework for principals, executives and teachers in NSW public schools (staff only) (PDF 612 KB).

Beginning teachers

In addition to the activities outlined in section 5.1, beginning teachers must also review:

In addition to the activities outlined in section 5.1 Requirements for all new employees, non-teaching employees in schools must review information about performance and development plans for Non-teaching staff in schools (staff only).

In addition to the activities outlined in section 5.1 Requirements for all new employees, education support staff must review information about performance and development plans for Public service non executive employees.

Education support staff will also participate in the School Experience Program (staff only).

In addition to the activities outlined in section 5.1 Requirements for all new employees, executives must review Public Service Senior Executive (staff only).

5.3 Requirements for hiring manager and principals

Hiring managers are encouraged to:

  • schedule one-to-one meetings at least weekly during their first 6 weeks, which is the induction period
  • schedule recurring one-to-one meetings several weeks in advance
  • reschedule meetings rather than cancelling if a meeting cannot go ahead as planned.

The hiring manager or their delegate must:

  • schedule regular one-to-one meetings with the employee, at least monthly
  • provide role-specific information including:
    • role description and responsibilities
    • key projects and deliverables
    • time management (for example, flexible working hours, flex or time sheets, leave management)
  • check-in with the new employee to ensure that they can access all systems and applications
  • ensure the new employee knows how to set up their signature block
  • run a report in MyPL at the end of Week 1
  • revisit section 3.2 (Personalised induction checklist). If relevant, discuss and agree to additional induction tasks for the individual and add them to the employee’s induction checklist.

In addition to activities outlined in section 5.2 Additional requirements for new employees, the principal or their delegate must cover the following topics with their new employee in the first week:

  • school development days
  • planning
  • beginning teacher support through ‘Strong start, great teachers’ initiative, if relevant
  • effective classroom management
  • student and community demographic
  • important student, family, medical, cultural or language considerations
  • interactions with parents and community.

6. The first month

6.1 Hiring manager or delegate requirements

During the employee’s first month in their role, the hiring manager (or a delegate) must complete the following:

  • Provide the employee with an overview of the directorate, and the team, including
    • Our Plan for NSW Public Education
    • directorate structure
    • key mission/priorities
    • recent achievements
    • how the directorate’s work links back to the department’s strategic goals
    • key relationships.
  • Provide relevant team context and information including
    • regular meetings, who is involved and the topic of each meeting
    • policies and procedures
    • systems
    • documents and templates
    • team collaboration/building activities.
  • Hold an initial discussion about their PDP and
    • discuss work priorities, expectations and goals (including learning and development) for the performance year
    • complete the Work Plan and Learning and Development plan sections of the PDP in the relevant system or tool.
  • Schedule and hold recurring PDP conversations, at least monthly, for the duration of the PDP (usually a year).

The employee and manager may agree to combine the PDP conversation with the employee’s regular one-to-one meetings.

6.2 Employees review performance and development frameworks

7. The first 6 weeks

By the end of 6 weeks, the hiring manager must:

  • discuss training and development opportunities with the employee
  • finalise the employee’s PDP by Week 6 of their employment in the new role
  • continue to schedule regular, at least monthly, one-to-one meetings with the employee
  • continue to schedule regular, at least monthly, PDP conversations with the employee
  • schedule a 6 month and 12-month PDP review meeting with the employee.

8. Finalising induction

The hiring manager and the employee must check that all induction tasks are completed and marked on the induction checklist as completed. This must happen within 8 weeks of the employee’s start date.

The hiring manager must:

  • keep the original completed induction checklist, and provide a copy to the employee
  • continue to schedule and hold regular, at least monthly, one-to-one meetings and PDP conversations with the employee. Refer to the Employee performance and development procedure.

Record-keeping requirements

Refer to Functional Retention and Disposal Authority: FA387 (PDF 106 KB)

Record Classification Disposal action
Onboarding and induction checklist, mandatory training completion records FA387 2.0.6 Policy & procedures Retain minimum of 5 years after superseded, then destroy

Supporting tools, resources and related information

Policy contact

The Executive Director, HR Operations monitors the implementation of this procedure, regularly reviews its contents to ensure relevance and accuracy, and updates it as needed.

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