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Checklist Plug-and-play starting point Quality Assurance

Checklist: New GMP Employee Orientation and First 90 Days

A plug-and-play onboarding checklist for a new GMP employee, from day one through the first 90 days: the document control system, the training matrix, how to raise a deviation, and who dispositions product, with manager sign-off and a filled specimen.

Document type: Checklist

Read and copy the template below into your own quality system. It is a generic starting point for your own internal use, provided as is, with no warranty; see the Terms and License. Adopting it does not by itself create compliance.

This is a ready-to-use onboarding checklist for anyone starting a GMP-regulated role, whether in production, QC, QA, or a support function that touches regulated records. It walks day one through the first 90 days, built around four things every new GMP employee needs fast: how to find and use the document control system, how their training record actually works, how to raise a deviation, and who in Quality dispositions the product or process they will touch. Replace every <<FILL: ...>> placeholder. A filled specimen follows.

Checklist control

FieldEntry
Employee name<<FILL>>
Role / department<<FILL>>
Start date<<FILL>>
Manager<<FILL>>
Training / QA point of contact<<FILL>>
Checklist owner<<FILL: role, e.g. Manager or Training Coordinator>>

1. Day one

#ItemOwner confirmsComplete (Y/N, date)Notes
1.1System access and badge access provisioned, scoped to the role, no shared credentials issuedIT / Manager<<FILL>><<FILL>>
1.2Site quality policy and quality manual reviewedManager<<FILL>><<FILL>>
1.3EHS and site safety orientation completedEHS<<FILL>><<FILL>>
1.4Initial GxP or cGMP foundations training assigned in the training systemTraining / QA<<FILL>><<FILL>>
1.5Direct supervisor and the QA contact for the employee’s area are introduced by nameManager<<FILL>><<FILL>>

2. Week one

#ItemOwner confirmsComplete (Y/N, date)Notes
2.1Employee has located the document control system and can independently look up and open a current SOPManager / Training buddy<<FILL>><<FILL>>
2.2Employee’s training matrix assignments are reviewed with them and confirmed correct for the actual role and tasksTraining / QA<<FILL>><<FILL>>
2.3Employee understands they may not perform an unsupervised GxP task until the relevant training record is complete and currentManager<<FILL>><<FILL>>
2.4Gowning, hygiene, or area-specific access requirements are covered and, if applicable, gowning qualification is scheduledEHS / QA<<FILL>><<FILL>>
2.5Employee has read the deviation management SOP and can describe, in their own words, when and how to raise a deviationManager / QA<<FILL>><<FILL>>

3. Days 2 to 30

#ItemOwner confirmsComplete (Y/N, date)Notes
3.1Role-specific procedure training is complete for every task the employee will perform in the first monthTraining / QA<<FILL>><<FILL>>
3.2Employee has shadowed an experienced colleague on each core task at least once before performing it themselvesManager<<FILL>><<FILL>>
3.3Employee can identify, by name or role, who in Quality dispositions the product or process they work on, and can explain why that person and not Production holds that authorityManager / QA<<FILL>><<FILL>>
3.4Employee has observed or been walked through an actual deviation record, from initiation to closureQA<<FILL>><<FILL>>
3.5Any function-specific qualification requirement (analyst qualification, gowning qualification, operator qualification) is scheduled with a target dateTraining / QA<<FILL>><<FILL>>

4. Days 31 to 60

#ItemOwner confirmsComplete (Y/N, date)Notes
4.1Employee performs core job tasks under direct supervision, with second-person verification on any critical stepManager<<FILL>><<FILL>>
4.2Employee has attended or observed a deviation, CAPA, or quality meeting relevant to their areaManager / QA<<FILL>><<FILL>>
4.3Employee can describe the escalation path for a quality or safety concern, including who to contact if their own supervisor is unavailableManager<<FILL>><<FILL>>
4.4Any function-specific qualification scheduled in month one is complete or has a documented revised dateTraining / QA<<FILL>><<FILL>>
4.530/60-day check-in conversation held; any training or performance gap documented with a planManager<<FILL>><<FILL>>

5. Days 61 to 90

#ItemOwner confirmsComplete (Y/N, date)Notes
5.1Employee performs core job tasks independently, within the scope they are trained and qualified forManager<<FILL>><<FILL>>
5.2Full training record reviewed end to end and confirmed current against the training matrix, with no overdue itemsTraining / QA<<FILL>><<FILL>>
5.3Employee has successfully raised, or role-played raising, at least one deviation or quality observationManager / QA<<FILL>><<FILL>>
5.4Any outstanding qualification (analyst, operator, gowning) is completeTraining / QA<<FILL>><<FILL>>
5.590-day check-in held with manager and, where practical, QA; overall readiness assessedManager<<FILL>><<FILL>>

90-day sign-off

FieldEntry
Training record status<<FILL: current / gaps listed>>
Outstanding items<<FILL: none, or list with target dates>>
Overall readiness<<FILL: ready for independent work / conditional / extend orientation>>
RoleNameSignatureDate
Employee<<FILL>>
Manager<<FILL>>
Training / QA<<FILL>>

References

21 CFR 211.25 (personnel: education, training, and experience to perform assigned functions). ICH Q10, Pharmaceutical Quality System (training and competence as part of the quality management system). EU GMP Part I, Chapter 2 (Personnel).

Confirm the current version and clause numbers of each reference before issue, and align this checklist with the site’s own training and qualification procedures.


Filled specimen

Illustrative extract for a new QC analyst joining a small-molecule release testing laboratory.

#ItemCompleteNotes
1.4Initial GxP training assignedYes, 03 Aug 2026Foundations module and lab-specific data integrity module both assigned same day
2.1Located document control system, opened a current SOP unassistedYes, 05 Aug 2026Confirmed with training buddy; pulled the correct current version of the HPLC method SOP on the second attempt
3.3Can identify who dispositions productYes, 20 Aug 2026Correctly named the QA batch reviewer and explained the separation between QC testing and QA disposition
4.1Core tasks under supervision with second-person verificationYes, 10 Sep 2026Ran three release assays under direct oversight; one result flagged for a documented calculation check
5.2Training record reviewed, confirmed currentYes, 28 Oct 2026One overdue module (electronic signature refresher) identified and closed before sign-off

The sequence above is the pattern this checklist is built to produce: real evidence at each milestone, a caught gap (the overdue refresher module) fixed before the 90-day sign-off rather than after, and a new analyst who can explain the QC/QA separation in their own words rather than repeat it from a slide.

Common inspection findings this checklist prevents

  • An employee performing unsupervised GxP work before their training record shows the relevant procedure as complete.
  • Training records that do not match the tasks the person is actually observed doing.
  • A new hire who cannot explain who dispositions the product they work on, or who believes they can self-approve their own work.
  • Orientation that covers safety and badge access but never actually walks the employee through the document control system or the deviation process.
  • No documented 90-day readiness confirmation, so “the person seems fine” substitutes for an evidenced training record.

How to adapt this checklist

  1. Set the employee, role, and owners in the control block.
  2. Add role-specific qualification items (analyst qualification, operator qualification, gowning qualification) where the generic items are not enough.
  3. Shorten or extend the 90-day horizon to match your site’s own probationary or qualification period.
  4. Tie item 3.3 and 5.3 to your actual deviation and disposition procedures so the employee is learning your real process, not a generic description of one.
  5. Confirm every regulation and chapter reference in the References section against the current published version before issue.
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