An effective orientation includes a lot of moving parts. Use this employee orientation checklist template to make sure you have your bases covered when introducing new hires to your organization.
Collect New Hire Paperwork
First, make sure that the new hire has all of the necessary paperwork they need to complete. This may include tax forms, registration forms, and other legal documents, which you may send over ahead of their first day.
Once the paperwork is gathered, on day one, the supervisor or HR representative should review it with the new hire to ensure they understand all of the forms and their responsibilities. Finally, the new hire should sign each form to acknowledge the information and to indicate their agreement to the terms outlined in the documents.
Share a Company Overview
A company overview helps new hires understand their purpose as employees and the culture they’re joining. The overview should include information about the company’s history, mission, values, and structure. It also should have a description of the products and services the company offers and any significant accomplishments or honors.
Provide a Workplace Tour
For in-person work, show the employee around the office, including the break room, conference rooms, and other offices. Make sure to point out any safety hazards and emergency exits. For remote employees, introduce new hires to digital workspaces and set expectations for their use. Explain the tools and resources they’ll need to get their work done and how to navigate those spaces.
Clarify Job Role Expectations
Ahead of employee orientation, give the new hire a detailed overview of their new duties and responsibilities. During employee orientation, schedule a time for managers to discuss the job description, answering any questions the new hire may have and ensuring they understand their responsibilities. Additionally, managers should provide examples of the kind of performance they expect.
Introduce Team Members
Connections with team members are key to establishing a positive employee experience. Start by briefly introducing each team member and their titles. Encourage team members to reach out ahead of orientation so the new hire can become familiar with their colleagues. During orientation, highlight each team members’ strengths and explain how they contribute to the team’s success. After the introduction, give the new hire an opportunity to ask questions and get to know each team member better.
Walk Through HR Policies and Procedures
Start by delivering the employee handbook to new hires before their first day, giving them time to read through carefully so they can be prepared to follow what it outlines on day one. If an employee needs to follow a certain dress code for safety reasons, for example, they need to know that before their first day.
During orientation, give new hires the chance to ask questions. Emphasize that following these policies is essential for a successful, productive work environment. Finally, provide employees with a copy of the HR policies and procedures for future reference.
Lead Safety and Compliance Training
Before orientation, provide a detailed overview of safety and compliance standards employees must follow while on the job. During orientation, provide a brief overview of safety and compliance topics and give employees the chance to ask questions or provide feedback. Finally, provide employees with any relevant documents or resources they can reference in the future.
Set Up Technology and Software
Give new employees access to the tools they need to succeed. Before their first day, create user accounts for any company-provided software and technology they’ll need. Coordinate with IT to set up any necessary passwords or access codes the new hire needs, and provide them to the new employee ahead of their first day.
Consider providing a walk-through of each piece of software or technology they’ll use. This should include any basic steps for logging in, navigating the system, and accessing any relevant documentation. Additionally, provide a contact or resources they can reach out to if they need help.
Enroll New Hires in Company Benefits
Ahead of orientation, provide new hires with benefits-related paperwork, including information about the company’s health insurance plans, retirement savings plans, and other automatic or optional benefits. During orientation, give team members the chance to meet with HR for additional information about the benefits available and to ask any questions they may have.
Once the paperwork is finished, the HR department should provide new hires with instructions on how to enroll in the benefits they selected. This may include setting up online accounts, scheduling an appointment with a benefits counselor, or taking other steps, depending on the type of benefits offered.
Respond to Feedback and Questions
Be sure to listen carefully and answer questions as thoroughly as possible. Make sure to be patient and understanding, as new hires may feel overwhelmed and unsure. Remember that orientation lasts only a few days and that many new hires may not have questions just yet. Their questions may arise once they’ve worked for a few days, so during orientation, make sure new hires know where to go with specific questions as they evolve.