Dental assistant onboarding 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
Onboarding
From the signed offer to the end of probation
| Done | Task | Due | Date | Initials |
|---|---|---|---|---|
| Before the first shift | ||||
| Check their registration, certificate or qualification, as the role requires | Before day 1 | |||
| Check their immunization records, as your infection control policy requiresFor example hepatitis B, with proof of immunity where your guidelines ask for it. | Before day 1 | |||
| Check their CPR or basic life support certificate is current | Before day 1 | |||
| Collect the contract, payroll details and emergency contacts | Before day 1 | |||
| Set up their login for the practice software and imaging | Before day 1 | |||
| First day | ||||
| Tour the operatories, sterilization area, lab, X-ray and staff areas | Day 1 | |||
| Show the emergency kit, oxygen, AED and exits, and the medical emergency roles | Day 1 | |||
| Go through standard precautions, hand hygiene and PPE | Day 1 | |||
| Explain the sharps injury and exposure procedure | Day 1 | |||
| Introduce them to the dentists, hygienists and front desk | Day 1 | |||
| First week | ||||
| Train on the instrument reprocessing procedure and the sterilization log | Week 1 | |||
| Train on setting up and cleaning down an operatory between patients | Week 1 | |||
| Train on waterline flushing and suction maintenance | Week 1 | |||
| Train on the practice software, charting and patient medical histories | Week 1 | |||
| Train on radiation safety and taking radiographs, if their license allows it | Week 1 | |||
| First month | ||||
| Have a dentist watch them assist through a full session | Month 1 | |||
| Sign off their reprocessing and operatory competency | Month 1 | |||
| Hold a 30-day check-in and agree goals | Month 1 | |||
| End of probation | ||||
| Hold the probation review and confirm the outcome in writing | Month 3 | |||
| Update their training record, including CPR renewal dates | Month 3 | |||
- Completed by
- Checked by (manager)
- Date
- Notes
