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2400 Briarwest Boulevard, #1907
Houston, TX 77077
281.293.8864 office
281.293.8874 fax
joan@bolmer.com

 
     
 

"In order for me to look good, everybody around me has to look good."

- Doris Drury - Chair, Federal Reserve Bank, Kansas City, 1984

 
     

Below is a new employee orientation check list. Feel free to copy the format and adjust to fit your needs. The line before each number is to be initialed or dated as each step is completed. This is your documented proof that the employee has been fully informed of all work rules and procedures, should a dispute occur after termination. Make sure completed form is kept in employee's personnel file. This document will remind you of items to get back from employee or change upon employee's termination.

SAMPLE ORIENTATION CHECK LIST

New Associate's Name ____________________________ Date __________________
Orientation person’s name ________________________________________________
_____1. Welcome. Introduce new employee to other associates and tour the facility.
_____2. Fill out and sign all necessary office and accounting paperwork.
_____3. I have given associate the following items: (put X by all appropriate)

Badge Desk & Phone Assignment Job Description
Office Key Computer I.D. Training Schedule
Office Map Password  
Employee Phone list Email Address  

 

 

 

 

_____4. Give associate a copy of your Employee Handbook. Ask the associate to read it. Review the Employee Handbook with the associate in about a week, answer questions and have him or her to sign the "have read" section of this document. Retain this document in the employee's personnel file.
Employee Handbook Review Date __________________________
_____5. Give associate appropriate job description and discuss it point by point, including standards of performance and behavior. Answer any questions.
_____6. Tell associate how, when, and in what areas he or she will be assigned tasks and will receive training.
_____7. Cover any immediate work rules he or she needs to know.
_____8. Assign the associate a "buddy" for the first week with whom he or she can eat lunch, get directions and ask questions.
_____9. Make a list of vendors, clients, or other outside people he or she needs to meet and set dates.
_____10. Assure the associate of your pleasure in having him or her be a part of the team and of your confidence in his or her future success.
-----------------------------------------------------------------------------------
I _____________________________________ have read and agree to abide by the
policies and procedures of the company as set forth in the Employee Handbook. I understand that this is not an employment contract and that, either I or the company may terminate our employment relationship at any time for any reason that I or it may deem sufficient. I further understand that the policies and procedures described in the Handbook may be changed from time to time as needed by the Company.
_____________________________ Date _________________________
Associate's Signature

Copyright (c) 2004, by Joan Bolmer, all rights reserved. Contact Joan Bolmer by e-mail at joan@bolmer.com or telephone 281.293.8864. Website: http://www.bolmer.com. Permission is granted to reproduce, copy or distribute this article so long as this copyright notice and full information about contacting the author is attached.