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Management accountability. Line managers and supervisors must play an active and
supportive role for orientation programs to be effective. Typically, the new employee’s
supervisor is given a checklist of tasks to be done by a certain time. Once the checklist is
completed, it is signed and returned to human resources. Generally the checklist is filed
in the employee’s personnel file. In the event of a dispute, the checklist documents
activities that may be very important.

Some companies send follow-up checklists for management duties that occur in the

CHECKLIST: Management orientation duties

The following list is general and basic. Each company will have unique tasks that should
be added or modified.

____ 1. Formally welcome the new employee to the work unit.

____ 2. Introduce the new employee to every coworker. If the employee will interface
with other employees outside the work unit, introduce those individuals also.

____ 3. Show the new employee the work area, supplies, restrooms, lounge and any
other areas of interest.

____ 4. Describe the job, work procedures, duties and responsibilities in full.

____ 5. Provide a copy of the job description, organization chart, company telephone
book and any work manuals or written procedures (list those provided on the
back of this checklist).

____ 6. Explain how the phone system works.

____ 7. If the new employee is a smoker, address any limitations on smoking in the
building and related rules.

____ 8. Explain the photocopier and rules associated with its use.

____ 9. Discuss the use of company cars and travel rules if applicable to the job.

____ 10. Itemize training that has been scheduled. Advise employee of training options.

____ 11. Tour the work area. If applicable, assign locker, parking space, equipment and

____ 12. Discuss attendance, personal conduct and appearance standards. Provide
number for calling-in if absent.

____ 13. Review job and production standards and how each is applied to the new
employee’s job.

____ 14. Explain how performance will be measured and evaluated.

____ 15. Describe the conditions of employment including work hours, pay periods and
distribution, overtime requirements and notice, work rules and policies.

____ 16. Recap safety rules, how to report an emergency or violation and point out
safety equipment, fire escapes, exits, first aid kits, etc.

____ 17. Arrange for the employee to be issued a security badge and discuss procedures
associated with its use.

____ 18. Identify resources for the new employee to ask questions and consult with any
work-related problems.

____ 19. In the event of the supervisor’s absence, discuss whom the employee should
report to and how to handle issues and problems.

____ 20. Encourage the employee and offer help. Make arrangements so that the new
employee will not eat lunch alone.