Documents · Free download
Free New Starter Checklist (UK)
A simple, editable checklist for UK employers bringing a new team member on board, so nothing gets missed between the offer and the end of probation. It walks through the stages in order: before their first day (offer confirmed in writing, contract issued and signed, right to work checked and held on file, references, any DBS or background check, bank, National Insurance and tax details, emergency contacts, and equipment, uniform or PPE), then their first day, first week and through probation. Tick items off as you go and you have a clear record that the important steps were done, which matters for both a smooth start and your own compliance. It is a starting point you adapt to your business rather than a rigid form. Free to download in Word.
What's included
- Before-first-day steps: offer, contract, right to work, references, DBS
- Bank, National Insurance, tax and emergency contact details
- Equipment, uniform or PPE ordered
- First day, first week and through-probation stages
How to use it
- Copy the checklist for each new starter and add their details.
- Work through the stages in order, ticking items as they are done.
- Keep the completed checklist on file as a record.
Free and provided as-is. It is a head start, not professional advice, so always check anything you rely on is correct for your own situation. See the resource terms.