New Employee Orientation Checklist Form

Sample Template Example of New Employee Orientation Checklist Form in Word / Doc / Pdf Free Download

New Employee Orientation Form

Employee:      ________ Classification title:      __________                    SS#:      ________________

Department/Unit:      _______________________________________ Employment/Transfer Date:      ____


Please fill out the top and print a copy to fill out the rest by hand. 
Keep a copy of the form in the employee’s file.

Note: This form is required to be used for new employees.  You may create your own department specific orientation form and include it with this one in the employee’s file.


Submitted/Reviewed by/Date
Set up employees phone/pager

Set up WebXchange Directory employee information

Set up computer (if applicable)

Assign training classes employee needs (LMS System)

Welcome employee to the department!

Introduce employee to the department, and other employees

Show Employee around work area/ location of:
- bathrooms
- copy machines
- food courts
- smoking areas
- other job related need to know locations

Give employee their work schedule

Informed employee of department’s function and how it supports the overall operation of the UNC Health Care System

Give employee copy of Performance Plan

Explain standards of Performance Plan and UNC Required Elements

Explain following policies and procedures:

·        Probationary status

·        Requesting scheduled PTO Leave

·        Time and Attendance policies, including the use of KRONOS System

·        Reporting absences due to illness

·        Continuing education

·        Confidentiality and Security

·        Safety and shown location of safety manual(s)

·        HIPAA Training

Employee shown where online policy and procedures are located (HR Services website and Intranet @ Work)

Employee completed OHS Immunization Requirements

Employee informed of timetables for appraisal of job performance and competencies

Employee fitted for personal protective equipment, protective devices, and instructed in their use (if applicable)

Employee instructed regarding fire protection procedures, fire codes, employee role, and alarm box and extinguisher locations

Employee instructed how to report incidents and how to access Occupational Health Services

Employee informed regarding dress and appearance requirements

Employee informed of maintenance of current licensure (if applicable)

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