Free Staff Induction Checklist for Not for Profit industry

Not-for-profit organisations onboard staff across a wide range of roles, from program coordinators and case workers to finance officers and volunteers. A structured induction ensures every new team member understands the organisation’s mission, governance requirements, and the policies that guide their work.

This free staff induction checklist gives NFPs a ready-to-use framework for onboarding new employees consistently, covering compliance essentials, role-specific training, and financial onboarding.

What’s inside

• Day one essentials: ID verification, background check confirmation, office orientation, emergency procedures, and IT/system access
• First week tasks: team introductions, governance and policy review, program briefings, safeguarding training, and reporting procedures
• 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, operations managers, and team leads at not-for-profit organisations who need a reliable onboarding process. It works well for NFPs of all sizes, from small community organisations to large multi-program providers, where consistency and compliance matter.

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 organisation’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.