Employee Orientation Checklist
4.8/5 with 577 votes
Table of Contents
Introduction
Our Employee Orientation Checklist is designed to ensure a smooth transition for new hires, covering essential tasks from preparation to the first days at work. This thorough template helps you create a welcoming environment, making sure that every detail is attended to—from preparing workstations and equipment to introducing new employees to key staff members. By using our Checklist App, you can save and customize this template, sync it across devices, and collaborate seamlessly with your HR team to enhance the onboarding experience. Get started today and help your new employees feel valued and informed.
Save the full checklist and customize it later.
0 of 36 completed
- Preparation for the First Day
- Make sure work station, office materials or other equipment are ready.
- Make sure computer and telephone access are prepared.
- Let other staff know new employee is starting.
- Talk with current members about the new employee's role and responsibilities.
- Plan who will do what in the new employee's orientation.
- Appoint and orient a work buddy.
- Make lunch plans for the first few days.
- Send and e-mail or post an announcement for other work groups about the new employee's arrival.
- Contact the Human Resources Department to schedule a new-hire appointment.
- First Day
- Welcome the new staff member upon their arrival.
- Describe the orientation plan for the first few days.
- Give the employee a copy of the e-mail announcing their arrival.
- Introduce the new employee to all key staff.
- Introduce the new employee to his/her work buddy.
- Show the employee to his or her work area.
- Give a quick tour of the facilities.
- Have an identification card made.
- Issue keys and equipment.
- Explain safety rules that are specific to your company.
- Order business cards, if appropriate.
- Share your company's vision, mission and values as well as its history.
- Distribute a staff list with telephone numbers.
- Give initial work assignment.
- Meet with the new employee at the end of the day to find out how the day went.
- Explain how the job is important and how it relates to the company and its goals.
- Second Day
- Define the department's function.
- Review reporting structures.
- Review the job descriptions and performance standards.
- Review the work schedule.
- Review the work procedures.
- Describe who and how to notify about sick and vacation leave.
- Discuss overtime need and assignments.
- Review procedures for handling confidential information.
Download or Print this Employee Orientation Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Alex Strickland
Stats
Views
206
Views: 206
Uses
25
Uses: 25
Tasks
36
Tasks: 36
Who it's for
This Employee Orientation Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Employee Orientation steps every time, regardless of who executes
- Save time - reuse a proven Employee Orientation workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Employee Orientation checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Employee Orientation Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Employee Orientation comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 577 votes