Free Staff Induction Checklist for Engineering industry

Engineering firms onboard a mix of graduate engineers, experienced professionals, and project support staff. Each role requires access to specialised software, an understanding of project management processes, and familiarity with safety and compliance standards specific to the discipline.

This free staff induction checklist gives engineering businesses a structured framework for onboarding new team members, covering technical setup, compliance essentials, and financial onboarding.

What’s inside

• Day one essentials: IT setup, engineering software access (CAD, FEA, project management tools), building and lab access, and WHS orientation
• First week tasks: team introductions, project briefings, quality management system training, and professional standards review
• 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?

HR coordinators, project managers, and team leads at engineering consultancies and firms who want a repeatable onboarding process. It is especially useful for firms with multiple offices or project teams, where getting new hires productive quickly matters for project timelines and client delivery.

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 firm’s specific requirements and engineering discipline
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.