Onboarding Checklist

A Checklist of every action needed at each step of way to keep you organised.

ONBOARDING CHECKLIST

A PDF checklist available for you to download and check off as you move through the process of setting up your account, communicating best practise and then training your teams. Otherwise, take a look at our checkpoints by each section covered so far in this document.DOWNLOAD THE CHECKLIST HERE:

PDF checklist

Setting up your Account:

Open your Welcome Email
Create a password for the Peoplesafe Portal

Providing Personal Details

Collect Names, Contact Numbers, Email addresses, and Job titles
Check if people are willing to provide more information on their description, medical information or, vehicle details

Creating an Alarm Response

Write a brief summary of job descriptions and the risks associated to them.
Agree any alarm instructions you want to use internally
Add the above to user profiles in the important information section.
Identify escalation contacts and collect their Name, title and contact number/s. Add these to the Account Escalation or User Profile Escalation

Assigning Products

Communicating about Peoplesafe

Daily Routines

Training