New Leader On Boarding Process
Definitions and Directions
PURPOSE: To provide the leader with an orientation process for assimilation and
socialization into the Wheaton Franciscan Healthcare culture, which is deeply rooted in the
Mission, Vision, and Values.
OBJECTIVE: A standardized 90-day New Leader On Boarding system approach, to ensure
successful job performance.
PROCESS OWNER: Leadership Development in partnership with Human Resources
SUPPORT ROLES:
 Hiring Supervisor: Accountable for the leader’s 90 day on boarding process. The
hiring supervisor or designee will introduce the NLO Checklist. Provide an overview of
the 90-day process. Identify a mentor/preceptor as appropriate. Work with ODLD
manager to ensure the leader is scheduled to attend appropriate meetings and new
leader core courses. Checks in with leader to determine progress on the checklist.
Submits completed NLO Checklist to Human Resources.

Human Resources: Ensures new leaders are integrated into the 90 day on boarding
process. E-mails the Hiring Supervisor the NLO checklist. Coaches the Hiring
Supervisor on the NLO process. Files the completed NLO checklist into the leader’s
HR file.

Organization and Leadership Development: Partners with Human Resources to
ensure the on boarding process is taking place. Available as a Coach and resource to
HR and the Hiring Leader regarding core leadership courses and checklist.
PARTICIPANTS:
 New leaders and newly promoted/transferred leaders who will be utilizing the LEAD or
GPA Performance Appraisal Tool
 The newly appointed leader will participate in the New Leader On Boarding Process
as scheduled by Human Resources/ and the Hiring Leader.
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NEW LEADER ORIENTATION CHECKLIST
FOR:
DATE OF HIRE
DEPARTMENT
All appointments/meetings and core leadership courses are to be scheduled within the
first 90 days of the new leader’s date of hire. If an extension is required, the leader’s
hiring supervisor or designee should contact Human Resources. Circle Yes or N/A to
designate who the new leader needs to meet with.
REQUIRED
KEY CONTACT
DATE COMPLETED
INITIALS
HIRING SUPERVISOR
Yes N/A
Name:
Phone Number:
Time Frame: 1st week of start date

Overview of 90-day on boarding process
o Schedule New Leader Foundation Course
o Schedule: Date and Times of NLO Core Courses,
o Check in meetings with Supervisor

Mission, Vision, Values Overview
o Schedule: Ministry Basics
o Review Strategic Plan

Review Job Description and Expectations

LEAD

Set Action Plan Targets and Measures/90 Plan

Unit based performance improvement activities

Goals/Scope of Service/Hours of Service

Review Leadership Meetings and Committee Meetings new
leader to attend

Add leaders name to appropriate Distribution Lists

Review schedule

Assign a Mentor/Preceptor (if appropriate)

Review dress code for leaders

Computer Access/Security Code

Access to Public Folders/Shared Drives

Phone Access/Directions for set up

Location of Office/Office Supplies

Scheduling Meeting Rooms

Department Orientation and Tour
Yes N/A
KEY CONTACT
DATE COMPLETED
INITIALS
PRESIDENT/CEO
Name:
Phone Number:
Time Frame: 1 – 2 weeks of start date

Vision for Marianjoy

Your role as a Marianjoy Leader

Bylaws of Marianjoy, Inc, Marianjoy Medical Group and
Marianjoy Rehabilitation Hospital & Clinics, Inc.

The Marianjoy Board of Directors

Marianjoy Foundation/Need for Fundraising and Philanthropy
o Bruce Schurman Scholarship
o Ability Links

Marianjoy Strategic Planning- Your role
o Monthly Scorecard

Budget Overview-Leadership Accountability

Legislative Update
o 75% Rule
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Yes N/A
KEY CONTACT
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
ODLD MANAGER
Name:
Phone Number:
Time Frame: 1 – 2 weeks of start date

Department Overview

Role of ODLD Manager

Services/Resources /Learning Link

Associate Opinion Survey/360 Feedback Overview

Competency process (if appropriate)

School Affiliations (if appropriate)
KEY CONTACT
HUMAN RESOURCES 1:1 meeting
Yes N/A
Yes N/A
HR Recruitment Manager:
Phone Number:
Time Frame: 1-4 weeks of start date

Department Overview

Key Policies

Compensation philosophy

Job Description process

Recruitment/Interviewing

Licensing process
HR Associate Relations Manager:
Phone Number:
Time Frame: 1-4 weeks of start date

Department Overview

Associate Relations Philosophy

Key Policies

Compensation philosophy

Job Description process

Retention

Performance Management-LEAD/PEP

Leave Management

Associate Dress Code
YES N/A
KEY CONTACT
FINANCE 1:1 meeting
Director:
Phone Number:
Time Frame: 1 – 4 weeks of employment

Department Overview

Budget process and schedule

Department Budget and FTE

Forms

Monthly Statistics
YES N/A
KEY CONTACT
PAYROLL
Manager:
Phone Number:
Time Frame: 1 – 4 weeks of employment

Policies

Kronos

Special Check Request Process
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YES N/A
KEY CONTACT
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
ENVIRONMENTAL SERVICES
Director:
Phone Number:
Time Frame: 1-4 weeks of start date

Department Overview

Environmental Services

Facilities

Maintenance Services
YES N/A
KEY CONTACT
MATERIALS MANAGEMENT
Director:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Department Overview

AV Equipment

Central Supply
Purchasing:

Review requisitioning process
Mail Room Operations
YES N/A
KEY CONTACT
FOOD SERVICE
Director:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Department Overview

Clinical Overview
YES N/A
KEY CONTACT
MARKETING/ COMMUNITY SERVICES
Contact:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Department Overview

Marketing

Community Services (incl education)

Other Services
YES N/A
KEY CONTACT
RESEARCH AND RPPS/OUTCOMES
Contact:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Department Overview

Press Ganey Data and expectations

Scorecard

IRF-PAI-FIM data

Current Research projects/ IRB

RPPS Overview
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Yes N/A
KEY CONTACT
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
SAFETY/ACCREDITATION
Director:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Department Overview/ Policies and Procedures

Review Disaster Plan expectations

Environmental Rounds

Department Safety representative expectations

Department Safety binder

Environment of Care Standard

MSDS Sheets

JCAHO/CARF Survey Readiness Team

Performance Improvement Plans

Incident Reporting process and data
Yes N/A
KEY CONTACT
RISK MANAGEMENT/HIPPA/HEALTH INFO

HIPPA

Health Information
Yes N/A
KEY CONTACT
DATE COMPLETED
Yes N/A
PATIENT RELATIONS/VOLUNTEERS/ SERVICE EXCELLENCE
Director:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Patient Relation – Process

Rounding

Volunteer Dept- key contacts

Service Excellence Initiative (Moment of Truth etc)
Yes N/A
KEY CONTACT
DATE COMPLETED
YES N/A
SECURITY
Director:
Phone Number:
Time Frame: 4 – 8 weeks of start date

Department Overview

Role of Security

Family and Visiting hours

Emergency Numbers :
1.
2.
3.
4.
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Yes N/A
KEY CONTACT
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
DATE COMPLETED
INITIALS
HIRING SUPERVISOR/MENTOR/PRECEPTOR
Appointed by Hiring Supervisor
Name:
Phone:
Time Frame: 12 weeks of start date:
1.
2.
3.
4.
5.
Yes N/A
KEY CONTACT
ADDITIONAL KEY CONTACTS ( ADDITIONAL LEADERS, ASSOCIATES
PHYSICIANS)
Time Frame: 12 weeks of start date:
1.
2.
3.
4.
5.
Yes N/A
KEY CONTACT
TO SCHEDULE MEETINGS
Committees to Attend
Name:
Phone:
Time Frame: 12 weeks of start date
(Customize as appropriate)
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
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System-wide
New Leader Orientation
Attendance
Required
Yes
Date
Scheduled
Date
Completed
No
Optional Courses for
Development
After 90 day On boarding
process completed-
Core Courses
check with Angela Killian for
details (630)-909-6909
Foundation Course
Course Code:
ORNL5001
x
Identifying & Leveraging
Generational Differences in
the Work Environment
Course Code: ODLD 5014
x
Leadership Performance
Management
Course Code: ODLD 5002
X
Ministry Basics
Course Code: MSMD5001
(Required in 1st year ,of all
leaders who have never
attended previously or are
new to the WFH system)
FY08 dates
available
(Examples)
Facilitating Change
Course Code: ODLD 5007
Check with
Angela
Killian
FY08 dates
available
Managing Difficult Situations
Course Code: ODLD 5011
Check with
Angela
Killian
X
FY08 Web
Based
meetings
See below
Emotional Intelligence
Course Code: ODLD 5008
Trust and CommunicationPart I: ODLD 5003
Part II: ODLD 5004
Coaching and Feedback
ODLD 5012
Computer Courses –
Education Tab on the Magnet
Or search The Learning Link
(link on face page of the
Magnet)
Microsoft Office 2003
E Learning Library
Course Code: BCMX 5001
On line web based learning:
Word, Excel, Outlook, Access
Ministry Basics 2008
Day 1 (1:00pm-4:30pm)
Tuesday, January 15, 2008
Day 2 (8:30am-Noon)
Wednesday, January 16, 2008
Tuesday, April 1, 2008
Wednesday, April 2, 2008
Thursday, April 17, 2008
Friday, April 18,2008
Location
Corp. Office Services
Glendale, WI
Iowa – Covenant
Medical Center
Marianjoy- Wheaton,
IL
*Note: New Classes Added
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