Service Charge Budget Excel
Budget, levies, arrears & sinking fund for OMCs
- Budget in the 9 categories of the MUD Act, vs actual
- Levy per unit from the lease share or floor area
- Arrears aged 0–30 / 31–60 / 61–90 / 90+ days
One-off purchase – no subscription
Induction Checklist Template Excel
Employee induction plan for Irish employers – pre-boarding to 6 months, probation, Day 5 statement, PPSN and RPN, right to work, reviews and an A4 checklist for up to 20 starters
€49incl. VAT
Every new starter, every task and every deadline – from the signed contract to the end of probation
10sheets
20starters at once
0macros
- Pre-boarding before day one: contract, starter form, workstation, IT access, welcome email and a buddy
- Tasks by phase with due dates worked out from the start date or the probation end – red as soon as something is overdue
- Starter checks for Ireland: Day 5 statement, full written statement, PPSN, RPN before the first payday, right to work and permit expiry
- Probation end with absence extension, end-of-probation review deadline and the outcome – passed, extended or not confirmed
- An owner for every task: line manager, buddy, HR, IT, payroll, safety officer – with names per starter
- Printable A4 checklist per person, an upcoming list and a dashboard for up to 20 starters
STARTSETTINGSSTARTERSSTARTER CHECKSINDUCTION PLANCHECKLISTREVIEWSTRAINING LOGUPCOMINGDASHBOARD
Found an error in the template? We'll fix it – or refund you.
An induction checklist that knows the Irish deadlines
Add a new starter and their start date. The workbook dates every induction task, the Day 5 statement, the RPN and the end-of-probation review, shows what is overdue and prints a one-page checklist for the first day.
On the first morning the laptop isn't set up, nobody told the team, and the safety induction is pencilled in for 'next week'. Five days later nobody has issued the statement of core terms, payroll is waiting on a PPSN, and the first payslip goes out on emergency tax. Six months on, someone notices the probation ends on Friday – and the review never happened.
This template turns the induction into a clear plan. Enter each starter with their role, department, start date, hours, contract, line manager and buddy: the file works out the probation end (with any extension for protected leave), the review deadline and the due date of every task from pre-boarding to six months. The STARTER CHECKS sheet tracks the Irish paperwork – Day 5 statement, full written statement, PPSN, RPN, right to work, privacy notice and Safety Statement – and you print an A4 checklist for each person with the owners' names.
Without a template
- Workstation, IT access or key fob not ready on the first day
- The Day 5 statement or the full written statement slips through the cracks
- No PPSN or RPN before the first payday – emergency tax on the first payslip
- Probation ends before anyone holds the review or decides the outcome
With ExcelGrand
- Pre-boarding tasks dated before the start date, each with an owner
- Due dates for the written statements with red, yellow and green status
- PPSN, RPN, bank details and right to work tracked per starter, with permit expiry warnings
- Probation end, review deadline and outcome per starter – on the upcoming list and the dashboard
What's in the file
START
Key figures, quick links and a step-by-step guide.
SETTINGS
Company, today's date, default probation, review lead time, warnings, Day 5 and full statement deadlines, permit-expiry warning, 4 reviews, owners, departments, phases, training types, right-to-work categories and the rules in short with the date checked.
STARTERS
Up to 20 starters with role, department, line manager, buddy, start date, hours, contract, probation months and absence extension – probation end, review deadline, progress target vs actual, overdue tasks, open checks, safety induction, outcome and status.
STARTER CHECKS
Day 5 statement, full written statement, PPSN, first payday and RPN, right to work and permit expiry, privacy notice, Safety Statement and bank / emergency details – due dates, traffic lights and open or overdue checks per starter.
INDUCTION PLAN
44 standard tasks (room for 60) in 6 phases from pre-boarding to 6 months, with category, owner, days from the start date or probation end and the department they apply to – status per starter with colours.
CHECKLIST
Printable A4 checklist per starter: details, probation, starter checks, reviews, training and every task with due date, owner's name, status and initials.
REVIEWS
4 reviews per starter (week 1, month 1, mid-probation, end of probation) with planned date, booking, ratings 1–5, probation outcome and notes.
TRAINING LOG
Induction training with type, trainer, dates, hours, sign-off, cost and status – the safety induction date shows on STARTERS.
UPCOMING
Everything due in the coming weeks by date: reviews, training, start dates, probation ends, written statements, RPN, permit expiry and each starter's next task – with owners.
DASHBOARD
Starters in induction, average progress, overdue tasks, probation decisions due and 4 charts.
Take a look inside
Specifications
Format.xlsx
RequiresExcel 2016+ / Microsoft 365
Sheets10
Capacity20 starters · 60 tasks · 80 reviews · 80 training records
RulesTerms of Employment Act, probation (S.I. 686/2022), Revenue RPN – checked 16/10/2026, editable
MacrosNone
Who is it for?
- Owners of small and medium businesses
- HR managers and HR generalists
- Line managers and supervisors
- Manufacturing, food and trade businesses
- Offices, practices, hotels and retail
Frequently asked questions
What should be included in an induction checklist?
Everything a new starter needs from the job offer to the end of probation: the contract and written statements, starter checks (PPSN, right to work, bank details), workstation and IT access, a safety induction with the Safety Statement, introductions to the team and a buddy, job training, probation objectives and reviews. The template comes with 44 standard tasks in six phases that you can change, each with an owner and a due date.
What is the difference between induction and onboarding?
The words are often used for the same thing. Induction usually means the first days and weeks – welcome, safety, rules and first tasks – while onboarding covers the whole journey from the job offer until the person is fully settled, often six months or more. This template covers both: pre-boarding, day 1, week 1, month 1, probation and six months.
How long can probation be in Ireland?
In the private sector, a probationary period may not exceed 6 months. Only on an exceptional basis may it be longer – up to 12 months – where that is in the employee's interest. If the employee is absent on maternity, adoptive, parental, carer's, paternity or parent's leave or statutory sick leave, the probation is extended by that absence. Enter those days in the 'Absence extension' column and the probation end moves.
What must an employer give a new employee in writing in Ireland?
Within five days of the start, a statement of core terms – names, employer address, place of work, job title, start date, probation, duration for temporary or fixed-term contracts, pay, normal hours and overtime terms. Within one month, the full written statement of terms. The STARTER CHECKS sheet dates both deadlines and turns red when one is missed.
Do I need to register a new employee with Revenue?
Yes. Register every new employee before their first payday by requesting a Revenue Payroll Notification (RPN) with the correct start date through your payroll software or ROS. If it is the person's first job in Ireland, they register the job in myAccount first. Without an RPN, emergency tax applies – so the template asks for the first payday and warns before it.
Can I induct several new starters at the same time?
Yes. Up to 20 starters run in parallel in the same plan. Tasks can apply to everyone or to one department only, the UPCOMING sheet lists what is due across all starters, and the CHECKLIST prints one page per person.
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Induction Checklist Template Excel
Employee induction plan for Irish employers – pre-boarding to 6 months, probation, Day 5 statement, PPSN and RPN, right to work, reviews and an A4 checklist for up to 20 starters · €49
Induction checklist template, new starter checklist and employee onboarding plan in Excel
This induction checklist template in Excel plans the induction of new employees from the job offer to the six-month review: a pre-boarding checklist with the contract, starter form and IT access, an employee induction plan for day one and week one, probation objectives and an end-of-probation review. As a new starter checklist it shows for each person what is done, open or overdue, and prints on one A4 page.
For Irish employers it also works as an employee onboarding checklist with the local paperwork: the Day 5 statement of core terms and the written statement within one month, PPSN and Revenue registration before the first payday, right-to-work documents and permit expiry, the GDPR privacy notice and the Safety Statement on day one. The example is a food business in Co. Cork with 12 new starters.
Induction Checklist Template Excel€49