Knowella

New Starter Pre-Arrival Checklist

Everything that must be complete before a new worker's first shift, covering right to work, references, medical clearance, competency evidence, equipment ordered and systems requested. Completed in the week before they start. Owned by HR with the hiring manager. A first day spent waiting for a locker and a login is a first day that teaches somebody how this place runs.

KnowOpsChecklistOPS-037Pinned in navigation
Completed by
Owned by HR with the hiring manager
Raised
At the point in the process the check protects, every time

Summary

In short

  • A new starter pre-arrival checklist is a checklist used in KnowOps that everything that must be complete before a new worker's first shift, covering right to work, references, medical clearance, competency evidence, equipment ordered and systems requested. It is built against ISO 45001 cl.7.2 and forms part of the Worker Onboarding and Offboarding programme.
  • Completed in the week before they start. Owned by HR with the hiring manager.
  • The template holds 59 fields across 6 sections.
  • Scoring is ready before day one, where high is good.
  • ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
  • It connects to the rest of the library: feeds First Day Record and Provisioning.

What it is

What it is

What is a new starter pre-arrival checklist?

A new starter pre-arrival checklist is a checklist used in KnowOps that everything that must be complete before a new worker's first shift, covering right to work, references, medical clearance, competency evidence, equipment ordered and systems requested. It is built against ISO 45001 cl.7.2 and forms part of the Worker Onboarding and Offboarding programme.

When is a new starter pre-arrival checklist completed?

A new starter pre-arrival checklist is completed at the point in the process the check protects, every time that process runs. Completed in the week before they start.

When to use it

When to use it, and when not to

This checklist is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.

Use it for

  • The event or activity this checklist covers has occurred, or is about to
  • The workspace is being set up, or the register needs an entry added or retired
  • You are running the Worker Onboarding and Offboarding programme and this is one of its steps
  • A linked record needs this one to exist: feeds first day record and provisioning

Not for

  • New Starter First Day Record, which records what actually happened on a new worker's first day, from arrival through induction, introductions, equipment issue and their first supervised task.
  • Worker Equipment and System Provisioning, which tracks what a worker was given and what access they were granted, from PPE and lockers through to systems and door access.
  • Probation and Ninety Day Review, which reviews a new worker at the agreed points, covering competence, fit, support received and whether anything promised at hire actually happened.
  • Anything outside KnowOps, which belongs in the workspace that owns that process

Standards

What it is built against

ISO 45001Occupational health and safety management systems

The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.

ISOInternational Organization for Standardization

A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.

FAQ

Frequently asked questions

What is the new starter pre-arrival checklist template based on?+

It is built against ISO 45001 cl.7.2. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.

What sections does the new starter pre-arrival checklist contain?+

There are 6 sections: header, legal and employment, health and competency, practical readiness, day one planned, outcome. Together they hold 59 fields, 48 of which are required.

How many new starter pre-arrival checklist records should we have?+

This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.

Which programme does the new starter pre-arrival checklist belong to?+

It is part of Worker Onboarding and Offboarding. Nobody starting unprepared, and nobody leaving with access they still hold.

How is a new starter pre-arrival checklist scored?+

Scoring is ready before day one. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.

Can the new starter pre-arrival checklist template be changed?+

Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.

The agents

What the agents do with it

The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.

KnowOps

Holds the new starter pre-arrival checklist library against your registers, routes each record to its owner, and keeps the evidence trail together.

Ella

Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.

This template lives in KnowOpsfrontline execution. Shift handover, production control, daily management, worker lifecycle and improvement.

Sources

Sources

  • ISO 45001 — Occupational health and safety management systems
  • ISO — International Organization for Standardization

KnowOps

Also in Worker Lifecycle

5Browse the whole library
Record

New Starter First Day Record

Records what actually happened on a new worker's first day, from arrival through induction, introductions, equipment issue and their first supervised task. Completed on day one. Owned by the hiring manager. Turnover in the first ninety days is decided in the first eight hours far more often than anybody admits.

Record

Worker Equipment and System Provisioning

Tracks what a worker was given and what access they were granted, from PPE and lockers through to systems and door access. Raised at onboarding and updated on role change. Owned by the hiring manager. This is the list that offboarding works from, and it only exists if somebody built it at the start.

Review

Probation and Ninety Day Review

Reviews a new worker at the agreed points, covering competence, fit, support received and whether anything promised at hire actually happened. Run at thirty, sixty and ninety days. Carried out by the line manager. The review most often skipped, and the one that catches a bad placement while it is still fixable.

Record

Worker Role Change Record

Records a worker moving to a different role, area, shift or site, and what has to change as a result. Raised before the move. Owned by the receiving manager. Somebody moved to a new line keeps their old access, their old competency record and none of the training they now need.

Checklist

Worker Offboarding Checklist

Closes out a worker leaving, covering access removal, equipment return, knowledge handover, final health surveillance and the exit conversation. Raised as soon as notice is given. Owned by HR with the line manager. Every access review finds leavers who can still open doors, because offboarding was a conversation rather than a checklist.

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