New Hire Orientation Checklist

OBJECTIVE AND BACKGROUND

The primary purpose of a new hire orientation is to help new hires adapt to the company and to provide them with the knowledge and resources they need to be productive employees within the first week of employment. In a nutshell, your new hire orientation should say Welcome, we want you to succeed! According to the National Research Bureau, the one thing a company cannot afford is a failed orientation. Orientations fail when they are: Not engaging Non-existent Not organized Not supported by leadership within the company Failed orientations end up costing the company time, money, and increased risk of turnover and employee dissatisfaction.

INSTRUCTIONS
The orientation process consists of several phases and begins from the moment the applicant accepts the offer to join your company. Phase 1 - Before New Hire Starts Phase 2 - Day One Phase 3 - First Week of Employment The greater effort you put into the new hire orientation, the better the results. The new hire orientation process does take time, but it shouldnt be cumbersome. The activities and tasks involved should have a direct correlation to success of the new hires adaptation to your company. The new hire orientation checklist below focuses on tasks that begin right after the applicant accepts through the first week of employment. It captures the milestone tasks in this process and is not all-inclusive - you will need to make it your own. Once the new hire orientation checklist is completed, we recommend that you file it in the employees personnel file for future reference.

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New Hire Orientation Checklist

New Hire Name: Title: Department: Manager: New Hire Start Date: Orientation Leader: __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________ __________________________________________________

Mentor/Buddy Assigned: __________________________________________________ Phase 1 - BEFORE NEW HIRE STARTS Task Offer letter and I-9 docs sent to applicant Applicant accepts and start date and orientation scheduled Office assignment/ phone ext. established Office cleaned Computer/phone setup and verified (if applicable) Office Mgr/Facilities notified of new hire Mentor/Buddy assigned Welcome card/ flowers put on desk of new hire the day before (optional)
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Completed?

Date

Comments

New Hire Orientation Checklist

Phase 2 - DAY ONE Task Payroll forms reviewed and completed: Basic info I-9 Tax forms Benefits forms Policy forms reviewed and signed: Sexual Harassment Computer Usage Offer letter Confidentiality Conflict of Interest Org Chart - Whos Who reviewed Presentation on the mission, culture and vision of the company Completed payroll forms sent to Payroll person Policy form acknowledgements and offer letter put in personnel file Job description reviewed 90 day goals reviewed New hire introduced to their immediate team members New hire introduced to their mentor/buddy Completed? Date Comments

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New Hire Orientation Checklist

Phase 3 - FIRST WEEK OF EMPLOYMENT Task Benefit plans and eligibility timeline reviewed Computer training conducted Introduction meetings scheduled with key players of the company (i.e. President, CEO, COO etc) Resource/company phone list given Post start date check up meeting scheduled with new hire (How are things going?) 90 day review meeting scheduled Lunch scheduled with mentor/ buddy (optional) New hire added to phone lists/email groups etc. Completed? Date Comments

Developed by HR Coach IN A BOX! www.hrcoachinabox.com