Describe the role and workplace. Makeform creates an induction checklist for access, procedures, training, introductions, and manager follow-up, with every completed item recorded.
Send completed inductions to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose an induction, adjust the details, and send the editable prompt into the Makeform builder.
Audience
HR teams onboarding office-based employees
Format
First-week checklist with employee and manager sign-off
Prompt size
333 chars
Example checklist structure
First-week checklist with employee and manager sign-off
Employee, role, manager, and start date
Before-day-one tasks
First-day access and introductions
Training and first-week tasks
Completion notes and confirmation
Suggested routing tags
Not started
In progress
Completed
Assign an owner and a target point in the first week to every item. A named task with no owner is easy to miss.
Step 1
Prepare
role, start date, owners, and prerequisites
Step 2
Welcome
access, introductions, workplace, and expectations
Step 3
Train
systems, procedures, practice, and questions
Step 4
Confirm
completed items, blockers, and follow-up dates
A visible first-week plan
Show who handles each step, when it happens, and what remains open before independent work.
Statuses, dates, and notes expose missing equipment, training, or introductions.
Assign HR, IT, a manager, buddy, or employee to each step.
Show site, kitchen, system, or remote tasks only when relevant.
Built around the workplace
Start with the closest workflow, then replace the example tasks with your actual people, systems, locations, and procedures.
Payroll details, equipment, accounts, workplace tour, introductions, objectives, and scheduled manager check-ins.
Access arrangements, local hazards, emergency information, protective equipment, task briefings, and supervisor confirmation.
Clock-in, team handover, service procedures, role practice, closing routines, and a clear follow-up on the next shift.
Equipment delivery, account access, communication norms, introductions across time zones, learning links, and early assignments.
Checklist workflow
Give Makeform the specifics, review the generated tasks, share the right version, and use each response to guide the next conversation.
Name the location, systems, equipment, procedures, and people involved from before arrival through the first month.
Add local instructions, require essential answers, and use conditional sections for role-specific inductions.
Send the link and route responses to people responsible for access, equipment, or training blockers.
Find open work in statuses and notes, then schedule the next check-in.
List vs document vs online checklist
Choose between a planning aid and a format that records progress and unfinished work.
Field guide
Use these six groups, then adapt tasks to the employee's role, location, and workplace procedures.
Starter details
Capture enough context to route and retrieve the right employee's record.
Before arrival
Record who owns equipment and access requests, readiness, and any fallback for delays.
Welcome and context
Connect workplace locations and communication channels to the employee's real tasks.
Workplace procedures
Break important topics into clear steps, link current sources, and invite questions.
Role training
Record the trainer, date, practice, observed result, and follow-up rather than attendance alone.
Completion and follow-up
Summarize completed and open items, giving unresolved work an owner and due date.
Related tools
Build forms for intake, training, feedback, reviews, and departures.
Collect details needed to prepare an employee's start.
Open toolCoordinate preparation across HR, IT, payroll, and managers.
Open toolAsk employees what was clear, missing, or difficult.
Open toolStructure conversations about goals, support, and development.
Open toolCoordinate access removal, returns, handover, and final tasks.
Open toolFAQ
Practical answers for HR teams and managers designing a consistent start for employees.
An induction checklist organizes preparation, welcome, workplace, procedure, training, and follow-up tasks. It shows employees and managers what should happen, who owns each item, and what remains open.
Include employee details, owners, dates, equipment and accounts, arrival information, tours, introductions, relevant procedures, role training, early goals, check-ins, statuses, notes, and follow-up. Tailor tasks to the actual job.
Responsibility is shared. HR handles records, IT or facilities handle access, the manager covers expectations and training, and the employee confirms steps and flags blockers. Name an owner for every task.
Timing depends on the role. Handle access and welcome tasks early, then continue systems practice, training, goals, and feedback through later weeks. Organize items by milestone and review date.
Yes. Keep shared organization-wide tasks, then reveal relevant sections by role and location. Site workers can receive access and equipment tasks while remote employees receive delivery, account, and communication steps.
Give every item a status, owner, target date, completion date, and notes. Use confirmations at meaningful milestones. For blocked work, record the reason, resolver, and follow-up date.
Yes. Makeform provides unlimited free forms and responses, so you can generate, edit, publish, and reuse induction checklists without a response cap. The paid tier removes the Makeform badge.
Route the response to the induction owner, review incomplete tasks, and date outstanding actions. Use employee questions to plan coaching and schedule the next check-in. Submission should trigger follow-up.
Give every new employee a clear start.
