Checklist_New-Employee Orientation

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

New Employee Orientation Checklist

Employee Name: {{employee_name}}

Department: {{department}}

Start Date: {{start_date}}

Position: {{position}}

Manager: {{manager_name}}

Pre-Arrival Preparation (HR/Manager)

___ Prepare offer letter and employment contract: Ensure all terms are clear and legally compliant. {{offer_letter_prepared_date}}

___ Initiate background checks and references (if applicable): {{background_check_date}}

___ Set up payroll and benefits information: {{payroll_setup_date}}

___ Prepare workstation (computer, phone, necessary software, login credentials): {{workstation_setup_date}}

___ Order necessary office supplies/equipment: {{supplies_ordered_date}}

___ Create employee file (digital and/or physical): {{employee_file_created_date}}

___ Inform team of new hire's arrival: {{team_informed_date}}

___ Develop first-day schedule and first-week plan: {{schedule_prepared_date}}

First Day (HR)

___ Welcome and introductions to key personnel: {{first_day_introductions_date}}

___ Complete HR paperwork (e.g., employment contract, tax forms, emergency contacts): {{hr_paperwork_complete_date}}

___ Explain company policies and procedures (e.g., code of conduct, leave policies, security): {{policies_explained_date}}

___ Provide employee handbook: {{handbook_provided_date}}

___ Issue company ID, access cards, and keys: {{id_issued_date}}

___ Discuss benefits package and enrollment process: {{benefits_discussed_date}}

___ Conduct tour of office/facilities: {{office_tour_date}}

First Day (Manager)

___ Introduce to immediate team members: {{team_introduction_date}}

___ Review job description and expectations: {{job_description_reviewed_date}}

___ Discuss initial projects/tasks: {{initial_tasks_discussed_date}}

___ Set up initial communication channels (email, Teams/Slack, etc.): {{communication_setup_date}}

___ Provide overview of department goals and current priorities: {{department_goals_reviewed_date}}

___ Assign a buddy/mentor (if applicable): {{buddy_assigned_date}}

First Week (HR/Manager)

___ Ensure access to all necessary systems and software: {{systems_access_confirmed_date}}

___ Schedule mandatory training (e.g., IT security, health and safety, diversity & inclusion): {{training_scheduled_date}}

___ Follow up on HR paperwork completion: {{hr_paperwork_followup_date}}

___ Check in on employee comfort and initial questions: {{first_week_checkin_date}}

___ Introduce to cross-functional teams/stakeholders: {{cross_functional_introductions_date}}

First Month (Manager)

___ Conduct a formal one-on-one meeting to discuss progress and challenges: {{first_month_meeting_date}}

___ Provide constructive feedback and guidance: {{feedback_provided_date}}

___ Review initial performance goals and adjust if necessary: {{performance_goals_reviewed_date}}

___ Encourage networking within the company: {{networking_encouraged_date}}

___ Provide resources for ongoing learning and development: {{development_resources_provided_date}}

Within First 3-6 Months (Manager/HR)

___ Schedule a performance review (e.g., 90-day review): {{performance_review_date}}

___ Discuss career development opportunities: {{career_development_discussed_date}}

___ Gather feedback from employee on onboarding process: {{onboarding_feedback_date}}

___ Address any outstanding questions or concerns: {{outstanding_issues_addressed_date}}

Sign-off and Acknowledgement

This checklist has been completed to ensure a comprehensive new employee orientation.

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

Printed Name: {{hr_printed_name}}

Manager Signature: _________________________ Date: {{manager_signature_date}}

Printed Name: {{manager_printed_name}}

Employee Acknowledgement: I confirm that I have received the necessary orientation and resources to commence my role effectively.

Employee Signature: _________________________ Date: {{employee_signature_date}}

Printed Name: {{employee_printed_name}}