Appendix 6 – Employee Orientation Checklist
| Category 1: Prior to Start Date | |||
| Personnel requisition form | Application (signed and completed) | ||
| Reference check information and interview notes | Written offer of employment | ||
| Training and paperwork documentation ready for start date | Company literature | ||
| An organizational chart and map of the building(s) | A comprehensive employee handbook that details company policies, procedures, and standards | ||
| A glossary of industry or company-specific terminology and acronyms | A list of internal contacts for inquiries related to payroll, benefits, technical support, etc. | ||
| Category 2: Start Date Responsibilities | |||
| 2A) Receive the Employee | |||
| Review a copy of the employee’s application | Be familiar with the employee’s experience, training, and education | ||
| Review the job description with the employee, including the duties, responsibilities, and working relationships | Provide employee with new-employee workbook | ||
| Ensure employee signs all applicable documentation | Direct deposit authorization form | ||
| Fill out employee benefit forms | Explain the total organization and how the employee fits in | ||
| Ascertain future career goals of the employee | Outline department specific goals and objectives | ||
| Review the following | |||
| Probationary period | Performance review process | ||
| Salary increase | Work hours, breaks, mealtimes, and other rules | ||
| Equipment, such as telephone, and copier machine | Duties, responsibilities, purpose | ||
| Handling of confidential information | Performance expectations/goals | ||
| Promotions/transfers |
Safety/emergency procedures (safety orientation checklist) |
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| Emergency exits | Reporting injuries | ||
| 2B) Welcome the employee | |||
| Introduce the new employee to co-workers | Indicate to each co-worker what the new employee’s position will be | ||
| Explain the functions of each person to the new employee as you introduce them | Tour the department, plant, and company | ||
| Explain where the lavatories, coffee, and/or break areas and the parking facilities are located | Set a time and date within one week to address any questions or concerns of the new employee and check progress | ||
| 2C) Introduce the employee | |||
| Ensure the new employee’s work area, equipment, tools, and supplies are prepared and available | Have the employee sign for any tools, equipment, vehicles, etc. provided by the company | ||
| Explain the levels of supervision within the department | Provide the new employee with the necessary or required training (employee training plan) | ||
| Review general administrative procedures | Explain the hours of work, overtime procedures, call-in procedures | ||
| Give the new employee the department telephone number | Explain company products and services. |
Acknowledgment and Agreement
I, [employee name], acknowledge that I have read and understand the employer orientation checklist of [company name].
| Name: | Signature: | |
| Date: |
