1
CHECKLIST FOR ORIENTING NEW STAFF
This checklist applies to all new hires. Orientation of a staff member is a shared responsibility between Human
Resources and the hiring department. Discussions will provide information to reduce uncertainty and clarify
expectations.
EMPLOYEE / SUPERVISOR REVIEW
New hire 
Transfer

Start Date: ______________________________
(Assignment/Promotion)
Name: ___________________________________________
McGill ID: _____________________________
Supervisor: _______________________________________
Buddy: ________________________________
GENERAL OVERVIEW
NOTE

Review mandates, objectives and job description


Review department and unit structure


Clarify hours of work


Provide name of contact person

Determine lunch hours, overtime procedures,
break times
Procedure to report absences or tardiness

Work space

Provide necessary keys / codes / passwords
access cards

Explain usage rights, training
Review how the new employee will contribute
(expected outcomes)
Provide an organizational chart

Determine necessary electronic equipment

Review working conditions


Review emergency / security measures

Procedure to request time off (i.e. vacation,
floating days, etc.)
General overview

Review accounts

Explain subscriptions, memberships, PCARD

Review Benefits enrolment has been completed

Verify with administrator that the Minerva
appointment document is on ‘COM’ status

Explain pay schedule

Introduce to direct colleagues

University Orientation


Additional accommodations

An invitation will be sent directly to the new
employee
Applications of technology tools

Introduce to ‘buddy’
2
CHECKLIST FOR ORIENTING NEW STAFF
EMPLOYEE / ‘BUDDY’ REVIEW
Role of ‘Buddy’:
Be attentive; be available for constant support; be aware of job duties and unit
activities.
Accompany the new employee for several days to ensure a good integration.
Assist the new employee to adapt quickly and feel welcomed.
Make sure new employee is not isolated, frustrated, confused, lose confidence
Role of New Employee:
Be receptive; be open to understand the new culture of working in a new office
and in an educational institution.
Ask questions; don’t hesitate to share past experiences.
Don’t be shy to socialize with staff. If you’re missing something, ask!
GENERAL OVERVIEW / REVIEW
NOTE

Review / clarify information from supervisor

Provide an updated list of useful telephone
numbers

Review telephone and e-mail protocol

Review emergency / security measures

Detailed review of emergency warnings, exits, and
first aid kits

Review typical duties / work day

Introduce new employee to key contacts

Review office culture

Casual Fridays, flex days, dress code, personal
e-mails/phone calls, staff programs, meetings, etc.
_________________________________________
Supervisor’s Signature
Date: _________________________
_________________________________________
Human Resources Advisor’s Signature (if applicable)
Date: _________________________
_________________________________________
New Employee’s Signature
Date: _________________________
_________________________________________
Buddy’s Signature
Date: _________________________
- Copy to new employee
- Copy to Human Resources Advisor