New Starter Onboarding Checklist

• Client / Site

• Employee's Name

• Job Title

• Employee Start Date

  Date

• Training Date

  Date

• Conducted by

• Location
  Address

NEW EMPLOYEE PROCESSING

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

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

• Introduction to office/unit/building

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

JOB RESPONSIBILITIES

• Duties and responsibilities

  ✔

  ✖

  N/A

• Performance evaluation/review – expectations, standards, frequency

  ✔

  ✖

  N/A

• Training, professional development, travel opportunities, committee opportunities

  ✔

  ✖

  N/A

HOURS OF WORK

• Define work week – attendance and punctuality expectations

  ✔

  ✖

  N/A

• Time in and Time out schedules

  ✔

  ✖

  N/A

• Breaks and lunch

  ✔

  ✖

  N/A

• Overtime/compensatory time/flex hours

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

PAYROLL AND TIME REPORTS

• Previous state employment verification

  ✔

  ✖

  N/A

• Paychecks – distribution and direct deposit, pay dates

  ✔

  ✖

  N/A

• Rate of pay

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

• Request for leave procedures

  ✔

  ✖

  N/A

RIGHTS AND RESPONSIBILITIES

• Conduct/appearance/dress code expectations

  ✔

  ✖

  N/A

• Housekeeping; sanitation

  ✔

  ✖

  N/A

• Bringing visitors to the office/worksite

  ✔

  ✖

  N/A

• Care of equipment, personal use

  ✔

  ✖

  N/A

• Confidential information and shredding

  ✔

  ✖

  N/A

• Changes in name, address, etc.

  ✔

  ✖

  N/A

• Where to get information and help

  ✔

  ✖

  N/A

• Travel and leave forms

  ✔

  ✖

  N/A

• Business card and charge card when appropriate

  ✔

  ✖

  N/A

INFORMATION SYSTEMS

• Department network and email account/passwords proper protocol

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

OFFICE ENVIRONMENT/EQUIPMENT

• Keys and office security procedures

  ✔

  ✖

  N/A

• 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.)

  ✔

  ✖

  N/A

• Mail service procedures, location of incoming and outgoing mail

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

• Supplies, business cards, nametags, nameplates

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

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

  ✔

  ✖

  N/A

• Restrooms, water fountain, elevators, stairs, smoking area

  ✔

  ✖

  N/A

• Parking locations/rules

  ✔

  ✖

  N/A

COMPLETION

• Write some recommendatons here

• Full Name and Signature of the Trainer

  Sign