Staff inductions · Part of Orgma Shared
Welcome new starters, collect the details you need and keep the evidence together. From the first invitation to your training matrix, Orgma gives the whole induction a clear path.
Your company chooses the briefing, questions and certificate requirements. Your team stays in control of approval.
Try it for yourself
Follow Alex, a fictional new starter, from invitation to reviewed record. A short interactive illustration of the workflow.
The real journey uses an individual invitation link and a separate access code. Here, you can jump straight into the example.
Upload your own induction slides and set your questions. This short example has two pages. Open it and view both before moving on.
Welcome, Alex. Please report to reception when you arrive. Your manager will introduce you to the team and explain the arrangements for your work.
Fictional briefing, page 1.
Fictional briefing, page 2. Your business supplies its own content.
Use the sample details below. Try changing the role to see how the requirements change.
The reviewer sees the person’s details, briefing answers and original certificates in one place. Complete Alex’s example first to try the review.
Example original retained with the submission. In Orgma, review the actual document against the entered details and resolve anything missing before approval.
Your reviewer also confirms the person match, answers and briefing. Approval is a human decision.
The review is complete in this example.
Approved induction details and original evidence join your existing records. Complete the review to see Alex’s example appear here.
Alex’s approved record is now in the matrix, with the evidence alongside it.
| Person | Training | Expiry | Induction |
|---|---|---|---|
| Alex Morgan | Reviewed |
The record supports your decisions. Your organisation still checks competence and authorises the person to start work.
This is a simplified illustration, not the live application. No invitation is sent and no information is saved. Changing roles here shows the requirements chosen by an administrator in the real workflow.
Upload your slides and set your induction questions. New starters must view every required slide and complete the questionnaire before they can submit their induction. Choose the certificates each role needs, with extra requirements for individual projects where needed.
New starters open their individual invitation on a phone or computer, view the briefing and supply the required details and originals. They can save their progress and return to it.
Review the answers, originals and briefing together. Once approved, the records join your matrix with their evidence. Final work authorisation stays with your organisation.
A few useful details
Yes. Keep using your own PowerPoint presentation. Export the slides as a PDF, then upload that file to Orgma. The current upload accepts PDF files up to 3 MB; PowerPoint files are not uploaded directly. Your company chooses the questions and role requirements alongside the slides.
No. Required briefing pages must be viewed, required questions answered, and role-specific certificate details and original evidence completed before submission. Viewing a page does not itself prove understanding, so your team still reviews the induction.
Yes. Requirements follow the assigned role. When a required certificate such as CSCS is included, the number and required evidence must be supplied. Roles without that requirement do not need it. Orgma does not verify CSCS cards with the issuer; see how to check a CSCS card.
No. The induction uses their individual invitation link and a separate access code. It does not give them access to your company’s workspace.
Yes. Inductions are part of Orgma Shared, rather than a separate product or paid add-on. Your Shared plan’s existing people and storage allowances still apply. Compare plans.
Bring the whole workflow together
Send your induction before their first day. Collect the details and evidence you need, review submissions and add approved records to your training matrix.
