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Orientation Checklist

NEW EMPLOYEE PROCESSING

Employee reviews information and completes forms and required paperwork (includes required training, payroll, benefits and retirement information)

Organization of department, areas of responsibility (who does what), organization chart

Unit/department/section functions, mission statement, goals and objectives

Introduction to office/unit/building

Office culture, reward systems, annual/monthly events, newsletters

JOB RESPONSIBILITIES

Duties and responsibilities

Performance evaluation/review – expectations, standards, frequency

Training, professional development, travel opportunities, committee opportunities

HOURS OF WORK

Define work week – attendance and punctuality expectations

Time in and Time out schedules

Breaks and lunch

Overtime/compensatory time/flex hours

Calling supervisor if unable to work scheduled time or if late arrival

PAYROLL AND TIME REPORTS

Previous state employment verification

Paychecks – distribution and direct deposit, pay dates

Rate of pay

Time sheet record – how to access, how to complete reports, due dates

Leave tracking record – how to access, entries for sick leave, annual leave, jury duty, etc.

Request for leave procedures

RIGHTS AND RESPONSIBILITIES

Conduct/appearance/dress code expectations

Housekeeping; sanitation

Bringing visitors to the office/worksite

Care of equipment, personal use

Confidential information and shredding

Changes in name, address, etc.

Where to get information and help

Travel and leave forms

Business card and charge card when appropriate

INFORMATION SYSTEMS

Department network and email account/passwords proper protocol

Policy/Rules and Procedure web pages, System Policies & Regulations

OFFICE ENVIRONMENT/EQUIPMENT

Keys and office security procedures

Telephone service procedures (what to say when answering, when someone is out of the office, directories, frequently called numbers, personal and long distance calls, transferring calls, placing calls on hold, etc.)

Mail service procedures, location of incoming and outgoing mail

Fire alarm, fire drill, evacuation plans, fire escape procedures

Supplies, business cards, nametags, nameplates

Office equipment (copier operation, FAX machine operation, shredding)

Coffee room/dues, kitchen facilities, soda/snack machines, bulletin boards location/use

Restrooms, water fountain, elevators, stairs, smoking area

Parking locations/rules

COMPLETION

Write some recommendatons here

Full Name and Signature of the Trainer

New Starter Onboarding Checklist

Created by: SafetyCulture Staff | Industry: General | Downloads: 64

Conducting job orientation help set clear expectations on job responsibilities and limitations. Use this template to confirm if the onboarding topics are relevant and effectively disseminated to the new hires. This includes orientation of job responsibilities, hours of work, payroll and time reports, employees’ rights, information systems, office environment and proper usage office equipment. It also captures recommendations for safety planning.

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Orientation Checklist

NEW EMPLOYEE PROCESSING

Employee reviews information and completes forms and required paperwork (includes required training, payroll, benefits and retirement information)

Organization of department, areas of responsibility (who does what), organization chart

Unit/department/section functions, mission statement, goals and objectives

Introduction to office/unit/building

Office culture, reward systems, annual/monthly events, newsletters

JOB RESPONSIBILITIES

Duties and responsibilities

Performance evaluation/review – expectations, standards, frequency

Training, professional development, travel opportunities, committee opportunities

HOURS OF WORK

Define work week – attendance and punctuality expectations

Time in and Time out schedules

Breaks and lunch

Overtime/compensatory time/flex hours

Calling supervisor if unable to work scheduled time or if late arrival

PAYROLL AND TIME REPORTS

Previous state employment verification

Paychecks – distribution and direct deposit, pay dates

Rate of pay

Time sheet record – how to access, how to complete reports, due dates

Leave tracking record – how to access, entries for sick leave, annual leave, jury duty, etc.

Request for leave procedures

RIGHTS AND RESPONSIBILITIES

Conduct/appearance/dress code expectations

Housekeeping; sanitation

Bringing visitors to the office/worksite

Care of equipment, personal use

Confidential information and shredding

Changes in name, address, etc.

Where to get information and help

Travel and leave forms

Business card and charge card when appropriate

INFORMATION SYSTEMS

Department network and email account/passwords proper protocol

Policy/Rules and Procedure web pages, System Policies & Regulations

OFFICE ENVIRONMENT/EQUIPMENT

Keys and office security procedures

Telephone service procedures (what to say when answering, when someone is out of the office, directories, frequently called numbers, personal and long distance calls, transferring calls, placing calls on hold, etc.)

Mail service procedures, location of incoming and outgoing mail

Fire alarm, fire drill, evacuation plans, fire escape procedures

Supplies, business cards, nametags, nameplates

Office equipment (copier operation, FAX machine operation, shredding)

Coffee room/dues, kitchen facilities, soda/snack machines, bulletin boards location/use

Restrooms, water fountain, elevators, stairs, smoking area

Parking locations/rules

COMPLETION

Write some recommendatons here

Full Name and Signature of the Trainer