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New Employee Orientation Checklist
Date discussed or completed:

_____ 1. Working hours
_____ 2. Parking arrangements
_____ 3. Keys for, and general information about maintaining security in building, office,
      restrooms, storerooms, janitorial services, etc.
_____ 4. Coffee and refreshment arrangements
_____ 5. Telephone procedures, placing long distance calls, credit cards, etc.
_____ 6. Handling incoming and outgoing mail (times, procedures, who, where)
_____ 7. Fiscal procedures: grant funds, local non-appropriated accounts, signatory authority/
      procedures, purchasing supplies and materials; office budgets and travel allowances
_____ 8. Staff meetings (dates, times, locations, responsibilities)
_____ 9. Mailing requirements and responsibilities
_____ 10. Office procedures, responsibilities and etiquette
_____ 11. Inter-office communication (routing mail, keeping supervisor informed, keeping office
      informed about schedules and location, teamwork)
_____ 12. Professional scheduling
               _____ Varying work hours, time documentation as agreed to by supervisor
               _____ Personal errands
               _____ Communication with other staff
_____ 13. Civil rights procedures and expectations, diversity plan, affirmative action
_____ 14. Salary procedures (pay period, salary increases, performance evaluation, job counseling,
      grading system, professional opportunities)
_____ 15. Special procedures
               _____ Moving expenses (if unclear)
               _____ Probationary period
               _____ Requests for leave (official, annual, sick)
               _____ Tenure policy
               _____ Travel Authorization and Reimbursement
               _____ Monthly itinerary
               _____ Reports (statistical, narrative, annual)
               _____ Evaluation and accountability
               _____ Expense accounting
               _____ Ordering audio-visual aid equipment and other materials and equipment
               _____ Obtaining and using vehicles
               _____ Insurance and personal or government liability
               _____ Youth Protection Policy
_____ 16. Benefits
               _____ Use of sick leave and annual leave
               _____ Official holidays
               _____ Technology Training
               _____ Study/Educational Leave
_____ 17. Filing system
               _____ Explanation of office system
               _____ Suggestions and help in developing a personal system
_____ 18. Explanation and use of available office equipment including computers, audiovisual, fax,
      copier, accessing supplies, etc.
_____ 19. Internal communication systems
_____ 20. Office emergency procedures
_____ 21. Office, building, grounds and area tour
_____ 22. Mailing lists
_____ 23. Office relationships with other co/located offices
_____ 24. Office celebrations
_____ 25. Legal/ liability procedures pertinent to office
_____ 26. Available meeting rooms and scheduling procedures
_____ 27. E-mail procedures, technology support, web site addresses
_____ 28. Vehicle Use
_____ 29. Name tags, business cards, enclosure slips
_____ 30. Other (identify)

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New employee orientation checklist

  • 1. New Employee Orientation Checklist Date discussed or completed: _____ 1. Working hours _____ 2. Parking arrangements _____ 3. Keys for, and general information about maintaining security in building, office, restrooms, storerooms, janitorial services, etc. _____ 4. Coffee and refreshment arrangements _____ 5. Telephone procedures, placing long distance calls, credit cards, etc. _____ 6. Handling incoming and outgoing mail (times, procedures, who, where) _____ 7. Fiscal procedures: grant funds, local non-appropriated accounts, signatory authority/ procedures, purchasing supplies and materials; office budgets and travel allowances _____ 8. Staff meetings (dates, times, locations, responsibilities) _____ 9. Mailing requirements and responsibilities _____ 10. Office procedures, responsibilities and etiquette _____ 11. Inter-office communication (routing mail, keeping supervisor informed, keeping office informed about schedules and location, teamwork) _____ 12. Professional scheduling _____ Varying work hours, time documentation as agreed to by supervisor _____ Personal errands _____ Communication with other staff _____ 13. Civil rights procedures and expectations, diversity plan, affirmative action _____ 14. Salary procedures (pay period, salary increases, performance evaluation, job counseling, grading system, professional opportunities) _____ 15. Special procedures _____ Moving expenses (if unclear) _____ Probationary period _____ Requests for leave (official, annual, sick) _____ Tenure policy _____ Travel Authorization and Reimbursement _____ Monthly itinerary _____ Reports (statistical, narrative, annual) _____ Evaluation and accountability _____ Expense accounting _____ Ordering audio-visual aid equipment and other materials and equipment _____ Obtaining and using vehicles _____ Insurance and personal or government liability _____ Youth Protection Policy _____ 16. Benefits _____ Use of sick leave and annual leave _____ Official holidays _____ Technology Training _____ Study/Educational Leave _____ 17. Filing system _____ Explanation of office system _____ Suggestions and help in developing a personal system
  • 2. _____ 18. Explanation and use of available office equipment including computers, audiovisual, fax, copier, accessing supplies, etc. _____ 19. Internal communication systems _____ 20. Office emergency procedures _____ 21. Office, building, grounds and area tour _____ 22. Mailing lists _____ 23. Office relationships with other co/located offices _____ 24. Office celebrations _____ 25. Legal/ liability procedures pertinent to office _____ 26. Available meeting rooms and scheduling procedures _____ 27. E-mail procedures, technology support, web site addresses _____ 28. Vehicle Use _____ 29. Name tags, business cards, enclosure slips _____ 30. Other (identify)