New Employee Orientation Checklist

Your departmental orientation sets the tone for a new employee's career. By using the following checklist, you will create a comfortable transition for your new employee while making the first few weeks on the job more manageable. We suggest that you print this list and check off each item as it is completed. Please expand or tailor the list to meet your departmental orientation needs.

Prior to Employee's Arrival

• Prepare work station.
  • Provide office supplies such as University phone book, computer manual, departmental extension list, etc.
• Arrange for appropriate computer applications and access.
• Notify current staff of employee's start date and responsibilities.
• Contact employee.
  • Notify employee of when to arrive, where to park, whom to report to.
• Discuss dress attire if applicable to position (safety, etc.).
• Discuss what to expect the first few days.
• Arrange for a mentor/buddy.

Employee's First Day

• Record emergency contact information.
  • Obtain employee's home phone number and family contact information in case of an emergency. Make a note to access the HRS website and input employee's location and information in the "Contact Us" section. The new employee may need to have access to PeopleSoft first.
• Discuss goals and objectives of the department.
• Introduction to co-workers.
• Work schedule.
• Payroll.
  • Pay day calendar, holidays, sick leave, vacation policy, benefits, pay rate and overtime.
• Time sheets.
  • Review how to complete and where they go.
• Performance programs and probationary period.
• Review "call in" procedure for absence or lateness.
• Review department safety procedures.
  • Ensure employee receives "Environmental Health & Safety" training.
• Introduce workstation.
  • Computer software, user ID, passwords, etc.
• Conduct an office tour.
  • Employee entrance, break room, restrooms, conference rooms, restricted areas.
• Confirm registration for University orientation.
• Review identification card procedure.
• Discuss parking options.
• Duplicate necessary keys (if permitted).
• Make lunch arrangements.

Within the First Week

• Discuss University/Department ethics.
  • Computer policy and Internet use, copyrights, confidentiality.
• Department organizational chart / sectional chart.
• Correspondence.
  • Use of stationary/letterhead for official University/Hospital business, correct departmental salutation, copies, etc.
• Mail procedures.
  • Incoming, outgoing, specific office procedures (i.e. date stamp).
• Review office equipment.
  • Copier, printer, fax machines, etc.
• Review phones.
  • Dialing within University/Hospital, dialing outside, taking messages, making personal calls, voice mail.
• Tour the University/Hospital.
• Discuss professional growth.
  • Review available training opportunities.
• Review how to obtain office supplies.
  • Correct ordering procedures, stock room location.
• Files/storage.
  • Location of and procedure for filing/retrieving documents.

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