[] Modify this checklist as needed to suit the needs of your company.


             New Employee Orientation: Pre-Arrival

To Be Completed By The Personnel Administrator Prior To New Hire's
First Day

Employee: ____________________________  Manager: ______________________

Department: __________________________  Starting Date: ________________


1. ______ Send official confirmation letter containing:

a. ______ Job title

b. ______ Starting date, time, place to report

c. ______ Rate of pay

d. ______ Effective date of group insurance coverage (assuming
Introductory Period has passed, and employee retained)

e. ______ Confirmation letter signed by President / Personnel
Administrator


2. ______ Provide appropriate information on new employee in
order to update company phone directory.  (Operator /
receptionist should also be notified.)


Completed By: ________________________  Date: _______________________

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************************************************************************

[] Modify this checklist as needed to suit the needs of your company.


             New Employee Orientation:  Pre-Arrival

To Be Completed By Manager/Supervisor Prior To New Hire's First Day


Employee: ____________________________  Manager: ______________________

Department: __________________________  Starting Date: ________________


1. ______ Coordinate with Personnel Administrator.

a. ______ Acceptance Notification

b. ______ First day sign-up process

c. ______ New Employee Orientation Schedule

2. ______ Advise those concerned of new employee's scheduled
arrival (other supervisors, co-workers, etc.).

3. ______ Provide those concerned with the new employee's name
and responsibilities so they can make the new employees feel
welcome.  (Provide the name by which the employee wishes to be
called.)

4. ______ Assign a lead or training person to provide help and
guidance to new employee.

5. ______ Review Job Description and determine new employee's
major responsibilities.

6. ______ Design challenging initial work assignments
(significant work with achievable goals).

7. ______ Make certain your schedule will allow you to be present
to greet new employee.

8. ______ Prepare physical work area (supplies, equipment, etc.)

9. ______ Discuss planned training timetable and procedure for
new employee with those concerned (co-workers, their new manager,
etc.).

10.______ Review entire checklist as a reminder of points to be
covered.


Completed By: ________________________  Date: _______________________

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************************************************************************

[] Modify this checklist as needed to suit the needs of your company.


               New Employee Orientation: First Day

To Be Completed By Manager/Supervisor On New Hire's First Day


Employee: ____________________________  Manager: ______________________

Department: __________________________  Starting Date: ________________


1. _____ Greet new employee upon their return from Personnel
Administration.

a. ______ Conduct tour of department and other operation areas.

b. ______ Introduce staff.  (Prepare list of names and
functions.)

c. ______ Orient new employee to immediate work area.  (Location
of washrooms, break room, cafeteria, exit locations, and other
facilities within building.)

d. ______ Orient new employee to department's reference materials
and supplies.


2. ______ Conduct initial meeting with new employee to cover the
following:

a. ______ Scheduled work hours

b. ______ Importance of being on time

c. ______ Use of time scheduling procedures (time clock, work
schedule, etc.)

d. ______ Attendance Policy / Absence Reporting Procedure
(illness, accidents, death in family, etc.  - how to report)

e. ______ Compensation information (salary grade and range,
overtime pay, etc.)

f. ______ When and how paid (inform new employee of banks in
area)

g. ______ Overtime policy

h. ______ Meal periods and breaks (inform new employee of
restaurants in area)

i. ______ Parking facilities

j. ______ Use of telephone and telephone protocol

k. ______ How the employee can be reached in case of emergency

l. ______ Security regulations (ID, passes, keys, etc.)

m. ______ Review position description with new employee,
explaining you will have a meeting to discuss it in greater
detail within the next 1 - 2 weeks

n. ______ Discuss importance of new employee's position

o. ______ Introduce new employee to training person assigned to
help them

p. ______ Orient new employee to their work area and ensure all
necessary supplies and materials are available to begin first
task


3. ______ New employee's question and answer time.


Completed By: ________________________  Date: _______________________

************************************************************************
************************************************************************

[] Modify this checklist as needed to suit the needs of your company.


               New Employee Orientation: First Day

To Be Completed By Personnel Administrator On New Hire's First Day


Employee: ____________________________  Manager: ______________________

Department: __________________________  Starting Date: ________________


1. ______ Conduct new hire sign-up program covering the
following:

a. ______ Corporate mission statement

b. ______ Brief description of what we do

2. ______ Review the employee benefits.

3. ______ Complete the appropriate forms.

4. ______ Supply new employee with the following:

a. ______ Manual (signed receipt required)

b. ______ ID badge and instructions on its use

c. ______ Health plan materials and effective date of coverage

5. ______ Show any video presentation your company may have
produced or purchased.

6. ______ Explain general information:

a. ______ Pay day

b. ______ The paycheck and procedures for cashing payroll checks

c. ______ Payroll deductions (review example)

d. ______ Overtime pay

e. ______ Review Introductory Period terms and purpose.

7. ______ New employee's question and answer time.


Completed By: ________________________  Date: _______________________

************************************************************************
************************************************************************

[] Modify this checklist as needed to suit the needs of your company.


              New Employee Orientation: First Week

To Be Completed By Manager/Supervisor Within New Hire's First Week


Employee: ____________________________  Manager: ______________________

Department: __________________________  Starting Date: ________________



1. ______ Explain company to new employee:

a. ______ Discuss corporate mission and relate it to the
departmental goals.

b. ______ Discuss departmental goals, explaining how your new
employee's job purpose and major responsibilities relate to your
business objectives.

c. ______ Identify key areas where the new employee will
contribute.  (Key results areas and responsibilities).

d. ______ Prioritize the employee's key responsibilities.

e. ______ Explain periodic review of performance.

f. ______ Answer any questions the employee has to this point.

2. ______ Guide job-training activities within the department.

3. ______ Discuss new employee's working relationships to others
in department and related departments (how employee's department
fits in).

4. ______ Assist, as appropriate, with socializing the new
employee into the department.

5. ______ New employee's question and answer time.


Completed By: ________________________  Date: _______________________

************************************************************************
************************************************************************

[] Modify this checklist as needed to suit the needs of your company.


               New Employee Orientation: Follow-Up

To Be Completed By The Personnel Administrator Within One Month
Of New Hire


Employee: ____________________________  Manager: ______________________

Department: __________________________  Starting Date: ________________



1. ______ Conduct New Employee Orientation follow-up (may be a
group meeting).

a. ______ President and/or top management official at location

b. ______ Company history

c. ______ Organization structure

d. ______ Identify key people

e. ______ Financial perspective

f. ______ Business/workplace abuse concerns

g. ______ What your company expects of you - what you can expect
of the company

2. ______ Review of Employee Relations Program

a. ______ Employee Relations Philosophy

b. ______ Union-free objective if non-union

c. ______ Health / Safety Policies

d. ______ Smoking Policy

e. ______ Open Door Policy

f. ______ Grievances & Suggestions Policy

g. ______ Company's total compensation program

h. ______ Brief review of Employee Manual

i. ______ New employee's question and answer time


Completed By: ________________________  Date: _______________________

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************************************************************************

[] Modify this checklist as needed to suit the needs of your company.


             Evaluating Your Orientation Program

[] These questions or tests might be applied in evaluating the
procedures which are to make up your orientation program:

YES  NO

___ ___ 1. Does it relieve the strangeness of a new situation?

___ ___ 2. Does it make the employee feel accepted in the group?

___ ___ 3. Does it show relationships -- how the employee fits
into the department?

___ ___ 4. Is it a more reliable source of information than the
employee will receive from casual sources?

___ ___ 5. Does it convince the employee that his or her choice
of employment was a wise one?

___ ___ 6. Will it tend to make the employee proud of our
company?

___ ___ 7. Does it develop employee enthusiasm for the job?


[] Next, ask your new employees the following questions.  You may
ask formally with a questionnaire or you may make it a point to
informally follow up in person.  Feedback is extremely important
to the communication process.


YES  NO

___ ___ 1. Was the Personnel Administrator/Department friendly
and helpful your first day?

___ ___ 2. Did you think the Orientation Program was a good idea?

___ ___ 3. Were you placed on a job where you could use previous
work experience?

___ ___ 4. Did the person who oriented you the first day make you
feel welcome?

___ ___ 5. Did your manager say hello after you got situated?

___ ___ 6. Did you get the information you needed about our
company?

___ ___ 7. Do you feel you want more information about these
things?

___ ___ 8. Do you feel free to talk to your manager frankly about
your problems?

___ ___ 9. Were fellow workers friendly and helpful?

___ ___ 10.  When difficulties come up, do you feel your manager
will help you?

___ ___ 11.  Do you feel that you will get consideration and a
fair deal?

Any comments you would like to make?



Employee: ____________________________  Dept: _________________________

Manager: _____________________________  Date: _________________________

[] If the majority of your responses are no, you need to evaluate
your present program and implement alternative techniques.

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