New (To You) Employee Checklist
New (To You) Employee Checklist
Explain-
□ Responsibilities of the position
• Make sure to provide a position description
□ How the job fits in with other jobs
• In and out of the immediate organization
• Pecking order, if one exists e.g., project managers, leads, etc.
□ Internal/external customers and relationships
• Who’s important and why
• How the organization or individual is a customer
• Customer service standards if any
□ Work goals
• How they fit the job and organization
• Deadlines and why important
• Process steps
• Who they will interact with
• How they will interact with you
• Computer issues related to goals
□ The performance plan, and provide a copy
• What it is
• Why it is important to the person
• Consequences positive and negative
□ The performance appraisal process and how ratings work
• How expectations are communicated
• Time frames for review
• Employee input opportunities
□ What you do and how the two of you will interact
• What you must approve
• What freedom and constraints exist on both of you
□ Who is in charge when you’re not around
□ Individual training plan
• Time frame
• Employee input
• Available funds
• Basic or required courses if any
• Who will help them if not you
Do Introductions-
□ Co-workers
□ Other supervisors and managers
□ Anyone they will interact with regularly
Show the person-
□ Where they’ll work and provide keys as required
□ Locations of copiers, printers, conference rooms, lunch facilities, restrooms, fire extinguishers, bulletin board, and smoking area.
□ Emergency evacuation procedures and show exit route.
□ Where to find other local facilities as needed (eating, bus stop, bank)
□ Necessary supplies, computer access, e-mail, and telephone and voice mail as required
□ How to obtain supplies
□ Parking and/or discuss parking assignment
□ Start the badge process if you use one
Take a Break
□ Let the person go to their work area, read through the material you provided, have lunch (if it’s lunch time) or beverage, go to the restroom and set a time for the next get together.
When You’re Back Together, Cover Day-to-Day Necessities:
□ Work hours
□ Work schedule and hours
• Start, quit, flex, work at home, AWS options
• Time reporting
□ The need for punctuality
□ Breaks
□ Lunch
□ Timekeeping procedures
□ Smoking policy
□ Important HR policies and paperwork procedures
□ Sick leave
□ Leave policy and procedures for requesting leave
□ Call-in requirements for unplanned leave requests, and provide call-in contact information, i.e. phone numbers.
□ Pay check distribution process
□ Drug use policy
□ Sexual harassment policy
□ Rules on using/ removing property
□ Explain safety rules and fire prevention
□ Restrictions on personal use of equipment, i.e., computer, telephone, and copier
□ Computer security
□ Explain hardware and software use and virus protections
□ Electronic mail (e-mail) use and misuse
□ Internet access - Explain use and misuse
□ Help Desk or availability of help
□ General office housekeeping policy
□ Emergency contact information
If There’s a Union-
□ Find out contract requirements and follow
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