CASE WESTERN RESERVE UNIVERSITY
STAFF ORIENTATION PERIOD
Employee Name:
Date of Hire
New Employee
Transferred Case Employee
Supervisor:
Successful Start-up Plan: (note date completed next to each task)
Review Job Description
Review Dept. Procedures, Standards
Train in Initial Job Assignments
Obtain Keys
Review Work Schedule (Hrs, Days)
Review Time Off Procedures
Review Pay Procedures
Review Performance Management Process
Introduce Employees
Introduce to Related Depts.
Review Safety Procedures
Identify & Locate Tools/Equip.
Follow-up, one week
Follow-up, two weeks
First Performance Review (30 days for Case transferred employee; 45 days for new employee)
1
Poor
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
M.
2
Improvement Needed
3
Satisfactory
Demonstrates general understanding of job responsibilities
Performs assigned tasks
Uses time productively
Meets Deadlines
Responds to instructions
Asks questions
Takes initiative
Performs quality work
Demonstrates Progress in Developing Skills
Acts professionally
Shows team work and cooperation
Demonstrates customer service standards
Attendance
4
Good
1
1
1
1
1
1
1
1
1
1
1
1
1
5
Outstanding
2
2
2
2
2
2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
3
3
3
3
3
3
Comments:
A.
Areas of strength:
B.
Areas to learn or develop:
Recommendation:
Reason
Continue Employment
Extend Orientation to (date)
Sever Employment as of (date)
Signature
Supervisor
Date
Signature
Employee
4
4
4
4
4
4
4
4
4
4
4
4
4
5
5
5
5
5
5
5
5
5
5
5
5
5
Second Performance Review (60 days for Case transferred employee; Optional for new employee)
1
Poor
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
M.
2
Improvement Needed
3
Satisfactory
Demonstrates general understanding of job responsibilities
Performs assigned tasks
Uses time productively
Meets Deadlines
Responds to instructions
Asks questions
Takes initiative
Performs quality work
Demonstrates Progress in Developing Skills
Acts professionally
Shows team work and cooperation
Demonstrates customer service standards
Attendance
4
Good
1
1
1
1
1
1
1
1
1
1
1
1
1
5
Outstanding
2
2
2
2
2
2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
3
3
3
3
3
3
4
4
4
4
4
4
4
4
4
4
4
4
4
5
5
5
5
5
5
5
5
5
5
5
5
5
Comments:
A.
Areas of strength:
B.
Areas to learn or develop:
Recommendation:
Continue Employment
Extend Orientation to (date)
Sever Employment as of (date)
Reason
Signature
Supervisor
Date
Signature
Employee
Final Performance Review (90 days)
1
Poor
A.
B.
C.
D.
E.
F.
G.
H.
I.
J.
K.
L.
M.
2
Improvement Needed
3
Satisfactory
Demonstrates general understanding of job responsibilities
Performs assigned tasks
Uses time productively
Meets Deadlines
Responds to instructions
Asks questions
Takes initiative
Performs quality work
Demonstrates Progress in Developing Skills
Acts professionally
Shows team work and cooperation
Demonstrates customer service standards
Attendance
4
Good
1
1
1
1
1
1
1
1
1
1
1
1
1
5
Outstanding
2
2
2
2
2
2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
3
3
3
3
3
3
Comments:
Areas of strength:
Areas to learn or develop:
Recommendation:
Continue Employment
Extend Orientation to (date)
Sever Employment as of (date)
Reason
Signature
Supervisor
Date
Signature
Employee
Original: Supervisor
Copies:
Employee, Employee Relations
4
4
4
4
4
4
4
4
4
4
4
4
4
5
5
5
5
5
5
5
5
5
5
5
5
5