Orientation Checklist


Date of Hire:

** Note: Not all items listed below will be appropriate for every employee. Some activities might be added or deleted depending on the employee’s department and


  • Call new employee to inform him/her of the 1st-day protocol (time to report, who to report to, lunch plans, etc.).
  • Organize 1st-day lunch (manager, others from the company) D Prepare new hire training schedule. Include those items in the section below.n Prepare workspace. Set out any swag (logoed company hat, t-shirt, etc.) Notify others in the company via email of the new employee’s start date, background, and job title.
  • Prepare and send the new employee his/her welcome packet. This may include a letter from the owner, a letter about l^t day details (if appropriate), new hire paperwork, mission and values statement, a benefits overview sheet, a training schedule (if manager created one), books/DVDs as appropriate, and an internal newsletter.
  • Work with IT providers to order computer equipment and set up an email address. Set up phone and extension. LJ Order business cards and nameplate. D If the employee needs a credit card, provide information to Accounting.


  • Be prepared to meet a new employee when he/she arrives.
  • Provide a tour of the facility/introduce to co-workers on 1st day.
  • Take the employee to lunch.
  • Obtain 1-9, color copies of documents (if using a green card, the employee also needs Social Security Number for E-verify), staple copy of documents to 1-9, E-verify, add 1-9 information to 1-9 chart if appropriate.
  • Obtain W-4, Direct Deposit form (if the employee wants), a copy of the employee’s Social Security card (if don’t already have), and the Employee Information Sheet. Give to payroll.
  • Explain Employee Handbook and get signed/dated the last page from the employee.
  • Write website bio for employees and submit to Connecticut for the “Meet the Team” page on the website.
  • Make sure the employee is drug screened and, if he/she drives for production or service, gets a DOT physical too.
  • Explain company benefits and provide all documentation. Provide the employee with safety gear/apparel, as needed.  Explain the driver’s log, if applicable. Do a driver’s road test, if applicable. Place cert in the file. □ Explain the organization/departments of the companies and each person’s role.
  • Show new employee “survival areas”:
  • Closets/Lockers Supply room/cabinets Washrooms Kitchen room/cabinets
  • Lunchroom Making coffee/using water machine
  • Show new employee his/her workspace(s). Desk Phone: voicemail set-up, speed dials, extension list
  • Cell Phone: voicemail set-up, programming numbers, usage rules
  • Computer: login info, email, shared drive. Make sure employee orders necessary desk accessories.
  • Discuss general company procedures, as appropriate to job,
  • Using computers in conference/training rooms
  • Reserving a conference room How to order supplies
  • Printer/Toner Program
  • Mileage Phone List
  • Need headset?Mailing/Certified MailRecyclingCleaning crew on Monday nights to clean/empty trash Company credit card procedures
  • No food at desk/keep in the kitchen with name on it
  • Discuss personal/professional conduct expectations:
  • Working Hours Overtime policy Attendance & tardiness Courtesy to othersLunch & refreshment breaks Time reporting/pay periods
  • Discuss Safety and Security Procedures and Schedule Training: Personal belongings Evacuation procedures
  • After-hours entry/exit procedures Work-related injuries Safety Handbook First Aid cabinet
  • Review the job descriptions and discuss specific job functions and duties.
  • Begin on-the-job training, so the employee can perform some of his/her job functions.
  • Discuss the company’s mission and values.
  • If/when the employee has keys/security code, explain to them how to use it.
  • Show a new employee “Equipment Essentials”:
  • Copy machine (codes) Other PrintersFax/Scan Mail Machine and Mail Drop Forms or other supplies Time clock, if necessary
  • Discuss performance standards: Customer Service What To Do When Mistakes Occur Accuracy Teamwork Efficiency
  • Check frequently on the progress of the employee. Answer any questions and dispel any negative feelings the employee may have about not learning quickly enough, etc. Assure him/her that he/she has a very good chance for success.


  • Cover all department/job-specific items, such as:o Foremen: filling our driver’s log, out-of-town rules, filling out job completion sheets, knowing what equipment/materials should go in the truck. Sales/Service Tech: laptop and internet usage training and rules. Paperwork, expectations, QA process, Selling process, Sales training agenda


Department orientation/specific job orientation, product knowledge training (viewing the products, reading the brochures), schedule a little time with each department, listen in on some incoming calls, attend a sales, service or production meeting, ride along with a salesperson, service tech, or foreman for the day, visit job sites, shadow specific employees.

Follow new salesman training agenda…