Checklist_New-Employee Orientation

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{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Checklist_New-Employee Orientation

Checklist_New-Employee Orientation

{{company_name}} {{company_address}} {{company_phone}} {{company_email}} {{company_website}}

New Employee Orientation Checklist

Employee Name: {{employee_name}}

Employee Job Title: {{job_title}}

Department: {{department}}

Start Date: {{start_date}}

Manager: {{manager_name}}

Pre-Arrival (Prior to Start Date)

Send welcome email with start date, time, and location details: {{date_sent}}

Prepare workstation (computer, phone, stationery, access cards): {{date_completed}}

Set up necessary accounts (email, network, software access): {{date_completed}}

Assign a buddy/mentor (if applicable): {{buddy_name}}, {{date_assigned}}

Inform team of new employee's arrival: {{date_informed}}

Prepare New Hire Packet (offer letter, contracts, policies, benefits info): {{date_prepared}}

Day 1: Welcome and Essentials

Greet employee and introduce to immediate team: {{time_greeted}}

Provide office tour and facilities overview: {{time_tour_completed}}

Review New Hire Packet and collect signed documents: {{date_documents_signed}}

Explain company mission, vision, and values: {{date_explained}}

Set up IT equipment and provide login credentials: {{date_it_setup}}

Explain daily routine, lunch breaks, and office customs: {{date_explained}}

Review job description and initial key responsibilities: {{date_job_desc_reviewed}}

Week 1: Integration and Training

Schedule meetings with key stakeholders/team members: {{date_meetings_scheduled}}

Provide overview of departmental structure and objectives: {{date_overview_provided}}

Begin essential software/system training: {{date_training_began}}

Discuss performance expectations and goal setting: {{date_expectations_discussed}}

Review company policies (e.g., HR, IT, leave, expenses): {{date_policies_reviewed}}

Explain payroll process, pay dates, and benefits enrollment: {{date_payroll_explained}}

Answer any initial questions and provide ongoing support: {{date_support_provided}}

First Month: Performance and Feedback

Conduct a formal check-in meeting with manager: {{date_checkin}}

Provide constructive feedback and set short-term goals: {{date_feedback_given}}

Review progress on initial responsibilities: {{date_progress_reviewed}}

Ensure access to all necessary resources and tools: {{date_access_confirmed}}

Encourage participation in team activities and social events: {{date_encouraged}}

Address any concerns or additional training needs: {{date_concerns_addressed}}

Ongoing (First 3-6 Months)

Schedule regular one-on-one meetings with manager: {{meeting_frequency}}

Monitor performance and provide continuous feedback: {{date_ongoing_feedback}}

Identify further professional development and training opportunities: {{date_pd_identified}}

Conduct 90-day performance review (if applicable): {{date_90_day_review}}

Facilitate integration into company culture and values: {{date_integration_facilitated}}

Confirmation of Completion

This New Employee Orientation Checklist has been fully completed for the employee named above.

Manager's Signature: _________________________ Date: {{manager_signature_date}}

Employee's Signature: _________________________ Date: {{employee_signature_date}}

HR Representative's Signature: _________________________ Date: {{hr_signature_date}}