U-M HEALTH SYSTEM ORIENTATION CHECKLIST – Transfers within Health System
It is the responsibility of the transferred employee and their supervisor to review and discuss the items on this form. It is required documentation
for the employee’s blue personnel folder when completed.
Name:
Position:
JC
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*
2
Employee ID:
Date of Hire:
TIMING
TASK
WEBSITE LINK
DATE
COVERED
PRE EMPLOYMENT:
Items that the Supervisor would cover during the interview process or prior to employee’s first day.
Discussed techniques, procedures, technology,
Interview
equipment or skills needed to perform job.
Process
Submitted password authorization form for
Interview
https://prodremedy.med.umich.edu/arsys/shared/login.js
computer access to additional systems.
Process
p
DEPARTMENT SPECIFIC INFORMATION
Selected Parking option.
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4
5
*
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7
8
9
10
11
12
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Obtained Photo Identification Badge and
understand policy.
Obtained Keys for access to department areas
(offices, cabinets, etc.) and policies around use.
Obtained Pager and reviewed usage of the Paging
system.
Verified that employee has completed Employee
Health Assessment, including return visit for TB
test.
Fit-tested staff for TB Mask (if appropriate).
Provided Department and Unit-based Orientation
Manual.
Discussed the Department and Unit and Scope of
Services.
First Days
www.pts.umich.edu/
First Days
www.med.umich.edu/security/KeyID.htm
First Days
www.med.umich.edu/security/KeyID.htm
First Days
https://ummcweb33.mcit.med.umich.edu/homepaging/Pa
gingSend/search.aspx
First Days
https://www.med.umich.edu/secure/ehs/newempform.ht
m
First Week
http://hr.umich.edu/mhealthy/programs/occupational/o
hs/services/tbresp.html
First Days
First Days
Reviewed Department and Unit Mission and
discussed alignment with UMHS Mission.
First Days
Provided Tour of Department and Unit and specific
work area.
First Days
JC = ASTERISK (*) IN COLUMN INDICATES THAT ITEM IS COVERED DUE TO JOINT COMMISSION REQUIREMENTS
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Introduced Unit Team Members and discuss how to
work together.
Demonstrated use of Office Equipment, including
phone system.
Discussed Personal and Long Distance Phone
Policy.
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14
15
Scheduled Regular Meetings for employee.
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First Days
First Days
https://processmgt.mcit.med.umich.edu/sites/mcit/custo
mer/devices/Pages/default.aspx
First Days
http://spg.umich.edu/policy/512.02
First Week
EMPLOYEE JOB SPECIFIC INFORMATION
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22
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Reviewed Job Description, Competencies (if
applicable) and Job Specific Orientation.
Performed a Competency Assessment of skills for
job.
Completed Primary Source Verification on
licensure, certification and registration.
Reviewed Population Specific Job Requirements
(including age).
Discussed Performance Evaluation criteria and
behavioral rating descriptions.
Discussed Unit Preceptor Program, Buddy System,
or Competency Assessment Method (mentoring,
shadow, test, etc.)
First Days
First Days
First Days
www.med.umich.edu/umhshr/supervisor/competencyassessment.html
http://www.med.umich.edu/umhshr/doc/PSV_Matrix.xls
www.med.umich.edu/i/policies/umh/04-06-040.htm
First Days
First Days
http://www.med.umich.edu/umhshr/supervisor/perform
ance-planning.html#eval
First Days
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Reviewed Work Schedule.
First Days
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Scheduled Orientation Meetings with key
individuals.
First Week
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Discussed Probationary Period.
First Week
http://spg.umich.edu/policy/201.43
POLICIES AND PROCEDURES
Discussed the Joint Commission and standards that
affect unit/position. Employee made aware of their
right to report anything of serious concern to them
directly to TJC.
Discussed Unit/Building Fire and Safety
procedures, Evacuation Routes, Locations of Fire
Extinguishers, Pull Alarms and Gas Shut-Offs.
First Days
http://www.med.umich.edu/i/quality/tools/tjc_standard
s.html
First Days
www.med.umich.edu/i/safety/fire/index.htm
Reviewed the Fire/Safety Bulletin Board.
First Days
www.med.umich.edu/i/safety/fire/tackboardinformation.htm
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Discussed Paid Time Off policies and procedures.
First Days
www.med.umich.edu/i/policies/umh/04-06-010.html
30
Discussed Unit Attendance policies and procedures.
First Days
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*
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JC = ASTERISK (*) IN COLUMN INDICATES THAT ITEM IS COVERED DUE TO JOINT COMMISSION REQUIREMENTS
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34
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37
http://spg.umich.edu/policy/201.52
http://spg.umich.edu/policy/201.31
http://www.med.umich.edu/i/sms/Waste/Main.htm
www.med.umich.edu/i/safety/environment-hazmat.htm
Discussed Break and Lunch policy.
First Days
Discussed Proper Waste Segregation and Disposal.
First Week
Discuss Employee’s role and responsibilities
involved in Safety and Infection Control.
First Week
http://www.med.umich.edu/ice/index.htm
Discussed Life Safety/CPR.
First Week
http://www.med.umich.edu/i/policies/umh/03-01025.html
http://www.med.umich.edu/i/policies/umh/05-01001.html
Discussed Grievance/Complaint procedure.
First Week
http://hr.umich.edu/procedures/spg201-08.html
First Week
www.med.umich.edu/i/riskmgmt/
First Week
www.med.umich.edu/i/quality/tools/pdca.html
Discussed the role of Risk Management., as
appropriate in the unit.
Discussed Continuous Quality Improvement and
the PDCA Cycle, as appropriate in the unit.
I agree the above information has been discussed with me, and my questions have been answered. I understand this document will become a part of my unit
personnel file.
Employee’s Signature:
Date:
Supervisor’s Signature:
Date:
Preceptor and/or Educational Nurse Coordinator’s Signature:
Date:
10/23/13
JC = ASTERISK (*) IN COLUMN INDICATES THAT ITEM IS COVERED DUE TO JOINT COMMISSION REQUIREMENTS
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