Support worker induction checklist
Onboarding checklist template
Check this template against your local regulations and your own policies before you use it.
- Employee
- Role
- Start date
- Buddy or manager
Induction
From the signed offer to the end of probation
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before the first shift | ||||
| Check their background check or worker screening clearance is validRecord the number and expiry date. | Before day 1 | |||
| Check the qualification the role needs, or their enrollment in one | Before day 1 | |||
| Check their first aid and CPR certificates are current | Before day 1 | |||
| Check their driver’s license and car insurance if they’ll drive for work | Before day 1 | |||
| Collect the contract, payroll details, emergency contacts and any vaccination records your policy requires | Before day 1 | |||
| Set up their logins for rostering and client notes, and issue their ID badge and PPE | Before day 1 | |||
| First day | ||||
| Go through the code of conduct, client rights, and privacy and confidentiality | Day 1 | |||
| Explain what counts as an incident or abuse, and how and when to report itIncluding the serious incidents your regulator requires you to report within set times. | Day 1 | |||
| Train on infection control, hand hygiene and PPE | Day 1 | |||
| Train on manual handling and the safe use of hoists and aids | Day 1 | |||
| Explain lone working, check-in calls, and what to do if a client doesn’t answer the door | Day 1 | |||
| First week | ||||
| Read the care or support plan of each client they’ll support | Week 1 | |||
| Do buddy shifts with an experienced worker for each new clientMeet the client and their family before supporting them alone. | Week 1 | |||
| Train on writing progress notes and handing over at the end of a shift | Week 1 | |||
| Train on medication assistance, if the role includes itThey assist with medication only after their competency is assessed. | Week 1 | |||
| First month | ||||
| Complete the mandatory training modules | Month 1 | |||
| Have a supervisor observe their practice and sign off their competency | Month 1 | |||
| Hold a first supervision session | Month 1 | |||
| End of probation | ||||
| Hold the probation review and confirm the outcome in writing | Month 3 | |||
| Update their training record and staff file | Month 3 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
