Free Staff Induction Checklist for Architecture industry

A well-structured induction process sets new employees up for success from day one. In architecture, that means covering everything from design software access and project management tools to studio protocols, client confidentiality, and expense card setup.

This free staff induction checklist gives architecture practices a ready-to-use framework for onboarding new team members consistently, whether they are graduate architects, senior designers, or administrative staff.

What’s inside

• Day one essentials: IT setup, software access (CAD, BIM, rendering tools), building access, and studio orientation
• First week tasks: team introductions, project briefings, policy review, and tool training
• Expense and card onboarding: how to set up spending access for new starters, including Budgetly card activation and expense policy walkthrough

Who is it for?

Practice managers, HR coordinators, and team leads at architecture firms who want a repeatable onboarding process. It is especially useful for growing practices where new hires need to get productive quickly without anything falling through the cracks.

How to use it

1. Enter your details to download the editable checklist (available as a Word Doc and Google Doc template)
2. Personalise the document by adding or removing rows to match your practice’s specific requirements
3. Implement it in your induction process and tick off each item as it is completed
4. Keep a copy on file for compliance and HR records

Free checklist. Customise for your organisation.