First day, first week and first ninety days
Assign an owner to every line before the new employee arrives. Most early resignations trace back to items on this list being missed rather than to the person being wrong for the job.
| Task | Owner | Due | Done |
|---|---|---|---|
| Signed contract returned and filed | |||
| Job description issued with the contract | |||
| Referee checks completed and recorded | |||
| Payroll, PAYE and NSSF registration initiated | |||
| Bank details and next of kin collected | |||
| Workstation, tools and protective equipment ready | |||
| Email, system access and phone extension created | |||
| Team informed of start date and role | |||
| First week schedule prepared and shared |
| Task | Owner | Due | Done |
|---|---|---|---|
| Welcome and introduction to the immediate team | |||
| Tour of premises, exits, washrooms and first aid point | |||
| HR manual issued and key policies walked through | |||
| Hours, breaks, leave and reporting lines explained | |||
| Occupational safety briefing completed | |||
| Supervisor sets expectations for the first week |
| Task | Owner | Due | Done |
|---|---|---|---|
| Role, duties and outputs discussed against the job description | |||
| Probation period, review dates and criteria confirmed in writing | |||
| Introduction to internal clients and key contacts | |||
| Systems and tools training scheduled | |||
| First supervision meeting held and noted |
| Task | Owner | Due | Done |
|---|---|---|---|
| Objectives for the probation period agreed and recorded | |||
| Any training gaps identified and booked | |||
| Thirty day check-in held; concerns raised early | |||
| Payroll confirmed correct on the first payslip |
| Task | Owner | Due | Done |
|---|---|---|---|
| Mid-probation review documented | |||
| Performance assessed against the agreed criteria | |||
| Confirmation, extension or termination decided and issued in writing before the probation period lapses | |||
| Personnel file complete and closed for onboarding |