[]  Modify this checklist as needed to suit the needs of your company.

                New Employee Orientation: Pre-Arrival

     To Be Completed by the Personnel Administrator Prior to New
                            Hire's First Day

Employee: ________________________         Manager: _________________

Department: ______________________         Starting Date: ___________


  1. _____ Send official confirmation letter containing:

    a. _____ Job title

    b. _____ Starting date, time, place to report

    c. _____ Rate of pay

    d. _____ Effective date of group insurance coverage
             (assuming Introductory Period has passed, and employee
             retained)

    e. _____ Confirmation letter signed by President/Personnel
             Administrator


  2. _____ Provide appropriate information on new employee in order
           to update company phone directory. (Operator/receptionist
           should also be notified.)




Completed By: _____________________    Date: ________

=====================================================================

[] Modify this checklist as needed to suit the needs of your company.

                New Employee Orientation: Pre-Arrival

  To Be Completed by Manager/Supervisor Prior to New Hire's First Day


Employee: ________________________      Manager: ____________________

Department: ______________________      Starting Date: ______________


  1. _____ Coordinate with Personnel Administrator.

    a. _____ Acceptance Notification

    b. _____ First day sign-up process

    c. _____ New Employee Orientation Schedule

  2. _____ Advise those concerned of new employee's scheduled arrival
           (other supervisors, co-workers, etc.).

  3. _____ Provide those concerned with the new employee's name and
           responsibilities so they can make the new employees feel
           welcome. (Provide the name by which the employee wishes to
           be called.)

  4. _____ Assign a lead or training person to provide help and
           guidance to new employee.

  5. _____ Review Job Description and determine new employee's major
           responsibilities.

  6. _____ Design challenging initial work assignments (significant
           work with achievable goals).

  7. _____ Make certain your schedule will allow you to be present to
           greet new employee.

  8. _____ Prepare physical work area (supplies, equipment, etc.)

  9. _____ Discuss planned training timetable and procedure for new
           employee with those concerned (co-workers, their new
           manager, etc.).

  10. ____ Review entire checklist as a reminder of points to be
           covered.




Completed By: ____________________     Date: ____________

=====================================================================

[] Modify this checklist as needed to suit the needs of your company.

                 New Employee Orientation: First Day

    To Be Completed by Manager/Supervisor on New Hire's First Day

Employee: ________________________     Manager: _____________________

Department: ______________________     Starting Date: _______________

  1. ___ Greet new employee upon their return from Personnel
         Administration.

    a. _____ Conduct tour of department and other operation areas.

    b. _____ Introduce staff. (Prepare list of names and functions.)

    c. _____ Orient new employee to immediate work area.
             (Location of washrooms, break room, cafeteria, exit
             locations, and other facilities within building.)

    d. _____ Orient new employee to department's reference materials
             and supplies.

  2. _____   Conduct initial meeting with new employee to cover the
             following:

    a. _____ Scheduled work hours

    b. _____ Importance of being on time

    c. _____ Use of time scheduling procedures (time clock, work
             schedule, etc.)

    d. _____ Attendance Policy / Absence Reporting Procedure
             (illness, accidents, death in family, etc. - how to
             report)

    e. _____ Compensation information (salary grade and range,
             overtime pay, etc.)

    f. _____ When and how paid (inform new employee of banks in area)

    g. _____ Overtime policy

    h. _____ Meal periods and breaks (inform new employee of
             restaurants in area)

    i. _____ Parking facilities

    j. _____ Use of telephone and telephone protocol

    k. _____ How the employee can be reached in case of emergency

    l. _____ Security regulations (ID, passes, keys, etc.)

    m. _____ Review position description with new employee, explaining
             you will have a meeting to discuss it in greater detail
             detail within the next 1 - 2 weeks

    n. _____ Discuss importance of new employee's position

    o. _____ Introduce new employee to training person assigned to
             help them

    p. _____ Orient new employee to their work area and ensure all
             necessary supplies and materials are available to begin
             first task

  3. _____ New employee's question and answer time.

Completed By: ____________________     Date: __________

=====================================================================

[] Modify this checklist as needed to suit the needs of your company.

                   New Employee Orientation: First Day

  To Be Completed by Personnel Administrator on New Hire's First Day


Employee:  _______________________     Manager: _____________________

Department: ______________________     Starting Date: _______________


  1. _____ Conduct new hire sign-up program covering the following:

    a. _____ Corporate mission statement

    b. _____ Brief description of what we do

  2. _____ Review the employee benefits.

  3. _____ Complete the appropriate forms.

  4. _____ Supply new employee with the following:

    a. _____ Manual (signed receipt required)

    b. _____ ID badge and instructions on its use

    c. _____ Health plan materials and effective date of coverage

  5. _____ Show any video presentation your company may have produced
           or purchased.

  6. _____ Explain general information:

    a. _____ Pay day

    b. _____ The paycheck and procedures for cashing payroll checks

    c. _____ Payroll deductions (review example)

    d. _____ Overtime pay

    e. _____ Review Introductory Period terms and purpose.

  7. _____ New employee's question and answer time.




Completed By: ____________________     Date: ________________________

=====================================================================

[]  Modify this checklist as needed to suit the needs of your company.

                New Employee Orientation: First Week

 To Be Completed by Manager/Supervisor Within New Hire's First Week


Employee: ________________________     Manager: _____________________

Department: ______________________     Starting Date: _______________


  1. _____ Explain company to new employee:

    a. _____ Discuss corporate mission and relate it to the
             departmental goals.

    b. _____ Discuss departmental goals, explaining how your new
             employee's job purpose and major responsibilities relate
             to your business objectives.

    c. _____ Identify key areas where the new employee will contribute.
             (Key results areas and responsibilities).

    d. _____ Prioritize the employee's key responsibilities.

    e. _____ Explain periodic review of performance.

    f. _____ Answer any questions the employee has to this point.

  2. _____ Guide job-training activities within the department.

  3. _____ Discuss new employee's working relationships to others in
           department and related departments (how employee's
           department fits in).

  4. _____ Assist, as appropriate, with socializing the new employee
           into the department.

  5. _____ New employee's question and answer time.




Completed By: ____________________     Date: ________________________

=====================================================================

[]  Modify this checklist as needed to suit the needs of your company.

                 New Employee Orientation: Follow-Up

            To Be Completed by the Personnel Administrator
                     Within One Month of New Hire


Employee: ________________________     Manager: _____________________

Department: ______________________     Starting Date: _______________


  1. _____ Conduct New Employee Orientation follow-up (may be a group
           meeting).

    a. _____ President and/or top management official at location

    b. _____ Company history

    c. _____ Organization structure

    d. _____ Identify key people

    e. _____ Financial perspective

    f. _____ Business/workplace abuse concerns

    g. _____ What your company expects of you - what you can expect of
             the company

  2. ______  Review of Employee Relations Program

    a. _____ Employee Relations Philosophy

    b. _____ Union-free objective if non-union

    c. _____ Health / Safety Policies

    d. _____ Smoking Policy

    e. _____ Open Door Policy

    f. _____ Grievances & Suggestions Policy

    g. _____ Company's total compensation program

    h. _____ Brief review of Employee Manual

    i. _____ New employee's question and answer time




Completed By: ____________________     Date: __________

=====================================================================

               Evaluating Your Orientation Program

[]  These questions or tests might be applied in evaluating the
procedures which are to make up your orientation program:

YES  NO
___ ___ 1. Does it relieve the strangeness of a new situation?

___ ___ 2. Does it make the employee feel accepted in the group?

___ ___ 3. Does it show relationships - how the employee fits into the
           department?

___ ___ 4. Is it a more reliable source of information than the
           employee will receive from casual sources?

___ ___ 5. Does it convince the employee that his or her choice of
           employment was a wise one?

___ ___ 6. Will it tend to make the employee proud of our company?

___ ___ 7. Does it develop employee enthusiasm for the job?

[]  Next, ask your new employees the following questions. You may ask
formally with a questionnaire or you may make it a point to informally
follow up in person. Feedback is extremely important to the
communication process.

YES  NO
___ ___  1. Was the Personnel Administrator/Department friendly and
            friendly and helpful your first day?

___ ___  2. Did you think the Orientation Program was a good idea?

___ ___  3. Were you placed on a job where you could use previous
            work experience?

___ ___  4. Did the person who oriented you the first day make you
            feel welcome?

___ ___  5. Did your manager say hello after you got situated?

___ ___  6. Did you get the information you needed about our company?

___ ___  7. Do you feel you want more information about these things?

___ ___  8. Do you feel free to talk to your manager frankly about your
            problems?

___ ___  9. Were fellow workers friendly and helpful?

___ ___ 10. When difficulties come up, do you feel your manager will
            help you?

___ ___ 11. Do you feel that you will get consideration and a fair
            deal?

Any comments you would like to make?


Employee: ________________________     Dept: ________________________

Manager: _________________________     Date: __________

[] If the majority of your responses are no, you need to evaluate
your present program and implement alternative techniques.
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