Orientation Checklist
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
Duties and responsibilities
Performance evaluation/review – expectations, standards, frequency
Training, professional development, travel opportunities, committee opportunities
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
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
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
Department network and email account/passwords proper protocol
Policy/Rules and Procedure web pages, System Policies & Regulations
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
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