What this is
What is a new hire orientation?
What is a new hire orientation?
A new hire orientation is the first-day induction that introduces a new worker to the company, the site and how things are done, delivered before any work starts. It covers employment terms, safety essentials, hygiene rules where relevant, and closes with a knowledge check the worker must pass.
Who delivers it?
HR runs it, with the supervisor present. HR carries the company-wide content, terms and general rules; the supervisor is there because they are the person the worker will actually go to with questions once the session ends, and their presence on day one matters more than a line in a slide deck.
Why does it end with a scored knowledge check?
Because a worker sitting through a session is not the same as a worker who can say what they would do if a job looked unsafe, where the muster point is, or when they must report illness before entering production. The pass mark exists to make that distinction, and it only means something if it is set high enough to actually fail someone who did not absorb it.
Scope
When is a new hire orientation required?
This orientation is the first step in a larger onboarding programme, and its job is to cover the company and the site in general terms. Using it to cover a specific department, a specific site's hazards, or a specific task produces a record that looks complete but has not actually done what the neighbouring templates exist to do.
Use this template when
- A new worker is joining and has not yet had any day-one induction
- A worker is changing role in a way that resets their onboarding requirement
- Competence recorded against a prior orientation is due to expire and needs refreshing
- You are running the Worker Onboarding and Induction programme and this is its first step
- A linked record needs this one to exist: links worker, site, course
Do not use it for
- Site Safety Induction, which covers the hazards and rules specific to this site, with photographs of the real areas
- Department Orientation, which introduces the specific department, its work, its people and its risks
- Job Specific Training Record, which records the hands-on training for the actual job the person will do
- New Starter First Day Record, which covers the administrative and provisioning steps of day one rather than induction content
- Anything outside KnowTrain, which belongs in the workspace that owns that process
Compliance mapping
Which ISO 45001 cl.7.2 requirements does this satisfy?
Induction duties sit inside the same competence and awareness clauses as task training, but they are aimed at general orientation rather than a specific job, which is why the standard expects the record to show understanding was tested, not only that content was delivered.
| Clause | Requirement | Where it lands |
|---|---|---|
| ISO 45001 cl.7.3 | Workers must be aware of the OH&S policy, their contribution to its effectiveness, and the implications of not conforming | Company and expectations |
| ISO 45001 cl.7.3 | Awareness of hazards, incidents and the arrangements for reporting them | Safety essentials |
| ISO 45001 cl.7.2(c) | Evaluate the effectiveness of the actions taken to achieve competence | Knowledge check |
| ISO 45001 cl.7.2(d) | Retain documented information as evidence of competence | Record |
| ISO 45001 cl.5.4 | Consultation and participation of workers, including their right to stop work believed to be unsafe | Safety essentials |
| ISO 45001 cl.8.2 | Emergency preparedness and response, including familiarity with alarms, muster points and exit routes | Safety essentials |
What it does not cover
- Site Safety Induction, which covers the hazards and rules specific to this site with photographs of the actual areas, not general company content.
- Department Orientation, which introduces the specific department, its work and its people once the worker moves past day one.
- Job Specific Training Record, which proves the worker can do the actual task, in three stages, and is not covered by a general orientation.
- New Starter First Day Record, which handles the provisioning, access and administrative steps of the first day rather than induction content.
- Allergen and food hygiene certification, where the site requires it separately; the awareness introduced here is not a substitute for a formal qualification.
Global
New Hire Orientation requirements by country
The duty to orient a new worker before they start is close to universal, though how much of it must be recorded, and at what threshold, differs by jurisdiction.
OSH Act General Duty Clause; industry-specific induction requirements
No single federal orientation standard, but specific sectors, including food manufacturing, carry named training duties around hygiene and hazard awareness.
Absence of a general orientation standard is not absence of duty; an unoriented worker exposed to a recognised hazard is still an enforcement risk under the General Duty Clause.
Management of Health and Safety at Work Regulations 1999, reg.13
Employers must provide adequate health and safety training on recruitment, tailored to the worker's capabilities.
An induction that is identical regardless of role or capability, with no evidence anyone checked understanding, will not by itself satisfy an inspector asking how training was made adequate.
ISO 45001 cl.7.3
Workers must be aware of the policy, hazards, incidents and the implications of not conforming, as a management system requirement distinct from task competence.
Certification auditors will ask how awareness was tested, not just how it was delivered, which is exactly what the knowledge check in this record exists to evidence.
How to complete it
How to complete a new hire orientation, step by step
The fields can be filled in honestly by someone who ran a session nobody actually absorbed. The judgement calls below are what turn attendance into evidence of understanding.
Pass Mark Percent should be set against what a worker needs to know to be safe on their own on day one, and it should be capable of failing someone. A mark every attendee clears regardless of their answers has stopped functioning as a gate.
Attendees Present and Absentees Listed matter less than what happens next: a worker who misses the session with no catch-up scheduled is on site with no recorded orientation at all. That is the single most common way this record leaves a genuine gap.
Illness reporting before entering production and allergen awareness are legal duties where the site handles food, not general workplace culture content. A Health Declaration marked complete without the worker understanding when they must report illness has recorded a signature, not the awareness the clause requires.
Emergency Exits Walked distinguishes a worker who has physically moved the route from one shown it on a diagram, and the field's own help text says pointing at a map does not work under alarm conditions. Marking this complete without the walk removes the part most likely to matter in a real emergency.
What auditors find
Most common new hire orientation findings
The session almost always took place. The findings concern whether the record shows anyone checked what was actually understood.
| Finding | Clause | What fixes it |
|---|---|---|
| Pass mark set low enough that every attendee clears it regardless of their answers. | ISO 45001 cl.7.2(c) | Set the pass mark against the safety content that matters, and let Passed genuinely depend on Score Percent against it. |
| Absentees listed with no catch-up session scheduled or dated. | ISO 45001 cl.7.3 | Make a catch-up date mandatory wherever Absentees Listed is yes, before the record is closed. |
| Emergency exits marked as walked when the session only showed a floor plan. | ISO 45001 cl.8.2 | Physically walk the exit route with the group and record it as such; a map reference alone should not satisfy the field. |
| Health declaration and illness reporting rules marked complete with no evidence the worker understood the reporting threshold. | ISO 45001 cl.7.3 | Confirm the worker can state when they must report illness before entering production, not only that the slide was shown. |
| Competency matrix not updated after the orientation is marked complete. | ISO 45001 cl.7.2(d) | Make Competency Matrix Updated a condition of closing the record rather than a separate optional step. |
| Follow up action marked not required despite a failed or borderline knowledge check score. | ISO 45001 cl.7.2(c) | Route any Score Percent close to or below the pass mark into a mandatory follow-up action with an owner. |
Case in point
Case in point: the induction that everyone passed
A meat processing site ran new hire orientation for six temporary workers the same morning. Attendance was recorded as six of six, the safety video played, the hygiene slides were shown, and the four-question knowledge check was scored against a pass mark of thirty percent, a threshold every attendee cleared. All six were marked Passed and released to the floor that afternoon.
A fortnight later, one worker reported a stomach illness the morning of a shift and worked the full day anyway, entering production before reporting it. Interviewed afterwards, they remembered a hygiene slide but not that illness had to be reported before starting. The pass mark had been set low enough to get that question wrong, and every other question wrong, and still pass. The fix was not more content; it was a pass mark that could actually fail someone on the questions that mattered.
The template
The template, field by field
The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.
6 sections
- Reference
- TRN-001
- Archetype
- Training
- Record ID
- TRN-2026-000
- Scoring
- Percent with pass mark
- Direction
- High is good
- Singleton
- No
- Basis
- ISO 45001 cl.7.2
- Links
- Links Worker, Site, Course
- Tags
- Training, Onboarding
- Sections
- 6
- Fields
- 60
- Follow up fields
- 3
- Repeating sections
- 0
- Links out
- 6
Header
17 fieldsTraining ID*
Auto sequence. Format TRN-2026-00000.
The record's own ID. Other templates point at this value.
Status*
Drives who this goes to next.
- Planned2 pts
- In progress2 pts
- Complete3 pts
- Deferred0 pts
- Open0 pts
- Closed3 pts
- Overdue0 pts
Date and Time*
Delivered By*
Site*
Site ID*
Format SITE-000.
Links to FDN-001 Site ID
Course
Course ID
Format CRS-000.
Links to FDN-007 Course ID
Delivery Method*
Duration Minutes*
Trainer Qualified*
- Yes3 pts
- Subject expert, not trainer trained1 pt
- No0 pts
New Worker*
Person ID*
Format PER-0000.
Links to FDN-003 Person ID
Start Date*
Role*
Department*
Day One, Before Any Work
Nobody enters an operating area before this is complete. A new starter is at their highest risk in their first month and their first shift most of all.
Company and expectations
5 fieldsWelcome And What We Make
Short video introducing the company, the two sites and what each one produces.
How We Expect People To Treat Each Other
Respect, speaking up, and where to go if something is wrong.
Employment Terms Explained*
- Yes3 pts
- No0 pts
Hours And Break Arrangements*
- Yes3 pts
- No0 pts
Who To Contact With Questions*
- Yes3 pts
- No0 pts
Safety essentials
8 fieldsYour Right To Stop Work
Every worker can stop work they believe is unsafe. Nobody is questioned for using it.
How To Report Anything
Photographs of the reporting points and a short demonstration of raising a hazard report.
Stop Work Authority Explained*
- Yes3 pts
- Partly1 pt
- No0 pts
Reporting Process Explained*
- Yes3 pts
- Partly1 pt
- No0 pts
First Aid Arrangements Explained*
- Yes3 pts
- No0 pts
Emergency Alarms Explained*
- Yes3 pts
- No0 pts
Muster Points Shown*
- Yes3 pts
- No0 pts
Emergency Exits Walked*
Walk the route. Pointing at a map does not work under alarm conditions.
- Yes, walked3 pts
- Shown on a map only1 pt
- No0 pts
Hygiene and food safety basics
8 fieldsWhy Hygiene Matters Here
What we make ends up on somebody's plate. Short video showing the consequence of a contamination event.
Personal Hygiene Rules
Hand washing, protective clothing, jewellery, illness reporting and eating and drinking areas.
Hand Washing Demonstrated*
- Yes, practised3 pts
- Explained only1 pt
- No0 pts
Protective Clothing Issued*
- Yes3 pts
- Partly1 pt
- No0 pts
Illness Reporting Rules Explained*
Reporting diarrhoea, vomiting and infected wounds before entering production is a legal requirement.
- Yes3 pts
- Partly1 pt
- No0 pts
Health Declaration Completed*
- Yes3 pts
- No0 pts
Allergen Awareness Introduced*
- Yes3 pts
- No0 pts
Jewellery And Personal Items Rules*
- Yes3 pts
- No0 pts
Knowledge check
7 fieldsWhat do you do if you think a job is unsafe*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Where is your muster point*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
When must you report illness before starting work*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
Who do you tell if you see a hazard*
- Correct3 pts
- Partly correct1 pt
- Incorrect0 pts
Score Percent*
Pass Mark Percent*
Passed*
- Yes3 pts
- No0 pts
Record
15 fieldsAttendees Expected*
Attendees Present*
Attendance Percent*
Absentees Listed*
Who missed it matters more than who attended. Catch up sessions start here.
- Yes3 pts
- No0 pts
Catch Up Session Scheduled
- Yes3 pts
- Not needed3 pts
- No0 pts
Training Record ID
Links to TRN-064 Record ID
Competency Matrix Updated*
- Yes3 pts
- No0 pts
Matrix ID
Links to TRN-020 Matrix ID
Next Refresher Due
Follow Up Action Required*
Raise the action record, then enter its reference here.
- Yes2 pts
- No0 pts
- N/Aexcluded from denominator
Priority
- High0 pts
- Medium1 pt
- Low3 pts
CAPA ID
Format CAPA-2026-00000.
Links to FDN-014 CAPA ID
Action Owner
HR*
Signature*
TRN-001 · record IDs look like TRN-2026-000 · Links Worker, Site, Course
Open in KnowellaRun it with agents
From a document you fill in to a programme that runs itself
Running the session is straightforward. What slips is the follow-through: the absentee with no catch-up, the pass mark that never fails anyone, and the matrix left out of step with what was actually tested.
Holds the orientation record against the worker and course register, and flags a Passed outcome recorded against a pass mark that fails to distinguish any score.
Tracks the safety-essentials content, stop work authority and emergency arrangements covered here against the site's live hazard and emergency records.
Follows up the health declaration and illness-reporting content where the site handles food, and flags a declaration recorded with no evidence of understanding.

Watches for absentees with no catch-up date and low-margin pass results, and raises the follow-up action before the worker is released to the floor.
This template lives in KnowTrain — training and credentials. Induction, competency, toolbox talks, refreshers and expiry tracking.
Meet KnowTrain→Glossary
New Hire Orientation definitions and key terms
- Pass mark
- The score, out of the knowledge check questions, below which the worker has not demonstrated the awareness the session was meant to confirm.
- Muster point
- The designated assembly location in an emergency, which the worker should be able to identify correctly rather than merely recall having been shown.
- Stop work authority
- The right of any worker to halt work they believe is unsafe without being questioned for using it, and a specific item this induction must confirm was understood.
- Health declaration
- The worker's confirmation, on or before starting, of conditions relevant to food safety or fitness for the role, tied to the illness-reporting duty covered in the hygiene section.
- Catch-up session
- The rescheduled orientation for a worker who was absent from the original session, which the record should track through to completion rather than leave open.
FAQ
Frequently asked questions about new hire orientation
How high should the pass mark be set?+
High enough that a worker who genuinely did not absorb stop work authority, reporting and emergency arrangements cannot pass by chance or by answering only the easy questions. A mark set for administrative convenience defeats the purpose of scoring the check at all.
Does the orientation cover task-specific hazards?+
No. It covers the company and the site in general terms. Task-specific hazards, controls and the actual method of doing the job belong in the Job Specific Training Record.
What happens if someone misses the session?+
They should not be treated as oriented until a catch-up session has actually happened. A record that lists absentees without a scheduled catch-up has identified the gap and then left it open.
Why does HR run this with the supervisor present?+
HR carries the company-wide content that is consistent across every new starter; the supervisor is the person the worker will actually approach with questions once the session ends, and their presence signals day one is not purely an HR event.
Is walking the emergency exits really necessary if there's a map?+
Yes. A worker under alarm conditions, in unfamiliar surroundings, does not reliably recall a diagram they were shown once. Physically walking the route is one of the few parts of the session with a direct bearing on real emergency behaviour.
How does this record connect to the competency matrix?+
Competency Matrix Updated should be marked only once the worker has actually passed the knowledge check, so the matrix reflects a tested outcome rather than attendance alone.
Keep going
Related templates and programmes
Industries this is written for
Programmes this belongs to
Used together in Worker Onboarding and Induction
Contractor Site Induction
Introduces a contractor to your site rules, hazards, emergency arrangements and permit requirements
Worker Profile
Holds a record for each worker, including role, department, site and start date
Temporary and Agency Worker Review
Reviews whether agency and short term workers receive the same induction, training and supervision as permanent staff
Site Safety Induction
Covers the hazards and rules specific to this site, with photographs of the real areas
Department Orientation
Introduces the specific department, its work, its people and its risks
Job Specific Training Record
Records the hands on training for the actual job the person will do
More in New Hire Training
Site Safety Induction
Covers the hazards and rules specific to this site, with photographs of the real areas
Department Orientation
Introduces the specific department, its work, its people and its risks
Job Specific Training Record
Records the hands on training for the actual job the person will do
Buddy Assignment Record
Pairs a new worker with an experienced colleague for their first weeks
30 Day Check In
Checks how a new worker is settling in, what they still find unclear and whether they feel safe raising concerns
90 Day Competency Sign Off
Confirms a new worker is competent to work unsupervised in their role

Written and reviewed by
Siddarth Singh
Founder & Chief Executive Officer, Knowella
Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.
- Certified Safety Professional (CSP), Board of Certified Safety Professionals
- MBA, University of Chicago Booth School of Business
- MS and BS, The Ohio State University, Industrial and Systems Engineering
- Six Sigma Black Belt
Sources and last review. Reviewed 16 August 2026 against:
- ISO 45001:2018 clauses 7.2, 7.3, 5.4 and 8.2
- Management of Health and Safety at Work Regulations 1999, regulation 13 (GB)
- OSH Act Section 5(a)(1), General Duty Clause (US)
This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.