NEW HIRE ORIENTATION CHECK LIST

(Note: This form was created for use in Student Services. Other areas are free to use
this form but may want to modify it for use in their environment)
The following are suggested steps for conducting the orientation process for your specific department.
PRE-EMPLOYMENT NTER!E"# $%asic information to co&er and action steps'
(((( E)plain Purdue*s mission+ culture+ o,-ecti&es+ and strategies
(((( .escri,e the department*s culture and wor/ en&ironment
(((( .escri,e the wor/ of your department
(((( E)plain the prospecti&e -o,*s duties and responsi,ilities
(((( .escri,e opportunities for growth and de&elopment
(((( %riefly e)plain ,enefits and distri,ute ,enefit o&er&iew pamphlet
PROR TO 0T1RT .1TE# $0uggested items to co&er'
(((( 0end out welcome pac/et# confirmation letter $include -2 documentation
re3uirement+ par/ing permit fee information+ classification and wage+ and
whom+ where+ and when to report on first day'+ %ene4le) pac/et+ first day5
wee/*s agenda+ temporary par/ing permit+ and campus map $with directions and5or
applica,le par/ing facilities highlighted'. 1dditional
information on the community should ,e distri,uted to out-of-town employees $e.g.+
housing information+ local school information+ and Relocation 0pecialist in 6uman
Relations and 7ham,er of 7ommerce contact information'.
(((( Prepare the employee*s office space $e.g.+ meet special needs+ ensure
ade3uate e3uipment is a&aila,le+ etc.'
(((( Order office supplies for the employee $e.g.+ ,usiness cards+ name
plate5name tag+ paper+ pens+ calendar+ current telephone directory+ etc.'
(((( Notify .epartmental 7omputing 7oordinator to re3uest 007 8one a' to
create L1N account9 ,' re3uest E-mail account9 c' re3uest additional
applications that need to ,e installed on wor/station9 and d' schedule new staff
computer orientation
(((( 1s/ %usiness Office to complete and su,mit Re3uest for 0er&ices form
(((( 1rrange for ,uilding and office /eys for employee:
(((( 7all Telephone Office to acti&ate new user for phone messaging and a
MER0 num,er:
(((( 0chedule new employee*s first wee/ acti&ities and prepare agenda+
including names+ titles+ and departments5areas of /ey contacts that they
will meet
*May not apply to all employees
(((( ;pdate organi<ational chart+ route slip$s'+ E-Mail distri,ution lists+ phone
list+ etc.
(((( Ma/e re3uired payroll changes
(((( Notify mailroom of new employee
(((( 1nnounce employee*s arri&al date to e)isting staff
(((( 0chedule meeting for new employee*s first day with departmental
representati&e to e)plain ,enefits+ complete paperwor/+ etc.
(((( 0chedule meetings with others the employee will wor/ with closely
(((( 0chedule ,loc/s of time to meet with the employee to re&iew progress $at
least once per wee/ for the first two wee/s'
(((( 0chedule health e)amination:
(((( 0chedule necessary training $e.g.+ computer+ %usiness 0er&ices+ facilitator
training+ etc.':
(((( 1s/ another department mem,er to ,e the employee*s =,uddy>
repare for !istribution:
(((( .epartment telephone list
(((( Organi<ation chart
(((( "ritten references outlining department policies
(((( Employee hand,oo/
(((( 7opy of the -o, description
(((( nformation for New 0taff on the 6uman Resource 0er&ices we, site
(((( ?eneral information a,out the community
(((( 1ddress and phone num,er of the 7ham,er of 7ommerce
(((( Name and num,er of the Relocation 0pecialist in 6uman Relations
(((( 7ampus map
(((( .epartment mission+ goals+ etc.
0T1RT .1TE# $0uggested items to co&er'
(((( "elcome @ ntroduce 0elf
(((( ntroduce to immediate wor/ group
(((( Re&iew employee*s agenda for the day
*May not apply to all employees
(((( 7omplete N0 4orm -2
(((( 7omplete "6-A and "-A Ta) 4orms
(((( 7omplete 4orm BCD to re3uest an 17.
(((( 7omplete 4orm BCE to re3uest access to mainframe systems
(((( Escort or direct employee to ,enefits orientation with departmental
representati&e
(((( Escort or direct employee to !isitor*s nformation 7enter to o,tain
par/ing permit
(((( Escort employee to lunch or designate a =,uddy> to do so
(((( .emonstrate how to log on to the computer networ/ and retrie&e+ send+
and print an E-Mail message:
(((( E)plain .epartment50ection facts+ mission+ how they fit in the =,ig
picture+> department5school5area structure+ history+ and /ey staff
and their areas of responsi,ility
(((( Re&iew o&erall duties of the employee*s -o,+ e)pectations for the employee+
and pro&ide a copy of -o, description
(((( Outline office hours and wor/ hours+ including o&ertime $if applica,le'
(((( E)plain and show how to fill out time cards:
(((( E)plain dress code
(((( E)plain departmental policy concerning ,rea/s and lunch and pro&ide a
written reference
(((( Tour departmental and ,uilding facilities $par/ing+ restrooms+ ,rea/ rooms+
designated smo/ing areas+ ,ulletin ,oards+ conference rooms+ mailroom+
etc.'
(((( Tour wor/ area $show e3uipment used+ layout of local wor/ area+ location
of supplies5where to o,tain more+ where to store personal ,elongings+ etc.'
(((( E)plain telephone procedures and operation
(((( .esignate a person the employee can go to for help $other than the
super&isor'
(((( 0pend last one-half hour with employee to re&iew .ay One+ answer
3uestions+ gather feed,ac/+ and introduce .ay Two*s agenda
4R0T "EEF# $0uggested items to co&er'
(((( Re&iew performance management5e&aluation process and opportunities
for ad&ancement and wage increases
(((( E)plain and gi&e copies of department goals $short-term+ intermediate+ and
*May not apply to all employees
long-term'
(((( E)plain and gi&e copies of department rules+ policies+ and procedures $e.g.+
time off such as &acation+ sic/ time+ une)pected a,sences+ tardiness+ doctor
appointments+ etc.'
(((( 0chedule a time for employee to read hand,oo/
(((( Re&iew e)pectations and guidelines for using the L1N+ and ac/nowledge
acceptance of the guidelines.
(((( Re&iew data classification le&els and data handling re3uirements
(((( 0end completed %ene4le) enrollment form to 7ompensation and %enefits+
4RE6
(((( Re&iew the procedures for sending and recei&ing mail:
(((( .emonstrate how to use office e3uipment $e.g.+ fa)+ copier+ etc.':
EN. O4 4R0T "EEF# $0uggested action steps'
(((( Re&iew and discuss the employee*s first wee/. ?o o&er agenda for the
following wee/
(((( .etermine computer training needs and register to for classes
(((( 0chedule super&isor training $as needed'
EN. O4 4R0T EG .1Y0# $0uggested action steps'
(((( .iscuss -o,+ training+ and miscellaneous matter
(((( ntroduce employee to /ey leaders
2G .1Y 4OLLO" ;P MEETN?# $0uggested action steps'
(((( 7onduct performance management5e&aluation $,rief discussion if no
formal system'
(((( .iscuss miscellaneous matters
(((( .etermine additional computer training needs and reser&e computer-,ased
training software
*May not apply to all employees