before the new employee arrives

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NEW EMPLOYEE ORIENTATION CHECKLIST

Employee’s Name: _________________________________ Job Title: ________________________________________________

Today’s Date: _____________________________________ Start Date: _______________________________________________

Supervisor’s Name: _________________________________

Check when completed (write in initials of person responsible for the training, or indicate n/a for not applicable):

BEFORE THE NEW EMPLOYEE ARRIVES

 Send offer letter (see examples at: https://www.lsa.umich.edu/lsa/facultystaff/hr/hiring/offer_letters/ )

 Register new employee for LSA New Employee Orientation (e-mail lsa.hr.administration@umich.edu or call, 615-0587)

 Communicate to new employee via phone/email:

Work schedule for the first week  Specific directions to work location  Where to park, and information about

University bus services/AATA Park &Ride lots

 Inform everyone in your unit of the new employee’s name, job title, starting date, role in department and job duties.

 Order business cards if required

 Obtain LSA-IT New User Kit http://www.lsa.umich.edu/lsait/start/ click on "New Employee Orientation (PDF) "

 Add new employee to appropriate directories and email groups

 Obtain appropriate access (LSA-IT, lsa-accounts@umich.edu

, 764-4357)

 Prepare and clean work area

FIRST DAY ON THE JOB

 Tour employee’s work area and show him/her locations of restrooms, break areas, emergency exits and vending machines

 Introduce to co-workers

 Share unit mission statement, goals and objectives

 Provide a copy of Statement on UM Stewardship of Human Resources

 Review unit organization chart and affiliated departments and units

 Provide employee with a copy of his/her job description

 Review safety policies/procedures regarding:

emergency procedures

on-the-job injuries

fire extinguishers

contacting Public Safety/Security

 Demonstrate or provide written instructions regarding telephone use (including voice mail), fax machine and copy machine

 Provide information regarding when, where and how long he/she has for meal times and break periods

 Explain policies regarding punctuality, i.e., how to notify the supervisor if he/she is going to be late or absent due to illness

 Show employee where to store his/her personal belongings and how to secure valuables

 Review policies and procedures regarding: o dress code o time cards o non-smoking policy o personal calls/cell phone usage

 Provide keys and have employee sign key requisition

 Explain unit policies regarding after-hours and weekend access to work area

 Give one specific task to accomplish in employee’s job area

 Offer to have lunch with new employee or arrange for a co-worker to have lunch with the new employee

 Arrange to meet the employee at the end of the day to answer any questions

DURING THE FIRST WEEK

 Check with the employee to make sure he/she has needed equipment and access (OARS) for the job

 Provide employee with staff directories, campus map, pertinent lists, shortcodes, etc.

 Explain how office is organized, including location of files, office supplies, etc.

 Schedule meetings for new employee with key departments and personnel

 Explain how often, when and where pay checks are distributed

 Review policies/procedures regarding:

 requesting vacation time

 working overtime

making personal and long distance phone calls

 probation periods

 travelling on business and reimbursement

 use of department vehicles

 Notify employee of regular staff meetings

receiving/accepting gifts

receiving visitors at work

maintaining confidentiality

using UM equipment/resources for personal use

petty cash

 Explain how to use campus and U.S. mail services; bar codes

 Provide list of useful web sites ( e.g.

LSA NEO, LSA Bulletin online, SPG online)

 Explain how to care for equipment and how to request repairs

 Register employee for necessary training which may include:

University Purchasing Card training

OSEH training

M-Pathways training

 Review computer information including:

 overview of policies and procedures, including requesting repairs, department standards for software and hardware, appropriate use of e-mail and confidentiality

 assessment of employees knowledge and comfort with department’s hardware and software

 hardware: turning on, backing up, printing, shutting down, etc.

 software: what’s used for work in your unit

 arrange further training and support as needed

 Explain any other informal policies/procedures/practices in your unit:

 cleaning the community kitchen  making coffee

WITHIN FIRST MONTH OF EMPLOYMENT

 Review professional development opportunities

 Meet with employee to review:

 job description  performance management system for your unit  compensation system for your unit

ADDITIONAL ORIENTATION ITEMS SPECIFIC TO YOUR UNIT OR THIS SPECIFIC JOB

Signatures:

__________________________________________________

New Employee

__________________________________________________

Supervisor

_______________________

Date

_______________________

Date

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