Starting a new job can be an exciting and sometimes nervewracking experience, filled with questions and uncertainties of about how things are done in the new organization. Simple questions such as “When do I get paid?” and “Where is the break room?” can be addressed in new-hire orientation. This is the time to introduce the new employee to the organization’s mission, vision, culture, policies, benefits and, sometimes, even the company’s executive team.
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Note to Presenter:
This sample presentation is intended for presentation to newly hired employees who have limited knowledge of the organization. This is a sample presentation that must be customized to include the employer’s own culture, programs and orientation experience.
The suggested length of this program is a ½ day to ¾ day session with a mid-morning break and/or a lunch break.
You may also want to seek the assistance of your Benefits,
Payroll, Office and/or IT managers for particular sections of the presentation.
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The agenda for our meeting today is:
• New-hire paperwork
• Welcome
• Introductions of participants: Name, department, position
• History of company
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• Vision statement
• Mission statement
• Organizational structure
• Values of our company
• Code of ethics
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• Benefits and payroll
• Policies and procedures
• Building and administrative information
• IT information
• Summary and conclusion
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Note to Presenter: This is a list of commonly used new-hire forms. You may need to add or remove items to fit your organization.
Review the following Items for completion:
• I-9 verification
> Be sure to check documentation
• Signed Offer and Acknowledgement Letter
• Employee Data Form
• W-4 and State Tax Withholding Form(s)
• Direct Deposit Form
• Benefit Enrollment Form(s)
> Medical, dental, vision, 401(k), etc.
• Conflict of Interest Statement/Confidentiality Agreement
• Non-Disclosure Agreement
Note to Presenter: If you use a web-based self-service new-hire module, you can direct employees to the appropriate web site.
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Note to Presenter:
Have someone from your executive team, i.e., CEO or COO, or your HR staff do a brief five-minute welcome speech.
Encourage questions throughout the day.
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Note to Presenter: Have the new hires introduce themselves to the group.
•
What is your name?
• What department will you be in?
• What is your position?
• Anything else you would like to share with us?
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[Company Name] was founded in [Year] by [Founder’s name] ….
Note to Presenter: This is where you will introduce new employees to the history of the organization. You’ll want to tell the story of the organization so that new employees know how the organization began and where it is now.
You can communicate this information in a narrative format, a timeline format detailing the key milestones or even video/multimedia format.
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• Our company vision is…
Sample Vision Statement: At [Company Name], we believe that quality service requires superior customer-oriented thinkers, agents and business partners. Together, our people focus on our customers' needs and provide outstanding service to achieve results.
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• Our company mission is….
Sample mission statement: [Company Name]’s mission is to provide superior, personalized service through our staff of dedicated people. To fulfill this mission, we are committed to:
> Partnering with our agents
>
>
>
>
Providing competitively priced products and quality claims service
Taking advantage of technology
Rewarding employee achievement
Profitability
Talking points: Discuss some key organizational goals for the year.
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• [Insert Organization Chart Here]
Sample Chart
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• Our Values for Doing Good Business
Sample Values:
>
>
>
We focus on our Customers
We focus on our People
We focus on our Stakeholders
Talking points: There are no unimportant jobs! Each job brings something to the table and helps contribute to the company’s overall mission!
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• [Insert Code of Ethics here]
Sample:
[Company Name] maintains certain policies to guide its employees with respect to standards of conduct expected in areas where improper activities could damage [Company
Name] reputation and otherwise result in serious adverse consequences to the company and to employees involved. The purpose of this policy is to affirm, in a comprehensive statement, required standards of conduct and practices with respect to certain type of payments and political contributions.*
*
Reproduced with permission from Steven Sack’s “The Complete Collection of Legal Forms for Employers. All inclusive Sample Contracts, Forms, and Checklists for Hiring, Firing and Day-today Employment” (Legal
Strategies Publications, copyright 1996).
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(Note to presenter: Customize in accordance with your state)
Legally provided or mandated benefits are those required by federal and state laws. These include contributions for:
• Social Security and Medicare:
 These are federally mandated and administered benefits.
• Workers’ Compensation
• Unemployment
• Disability
> Some states also have disability programs that require contributions from the employer and employee.
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Note to Presenter: Have your payroll manager speak here.
• Biweekly payroll
• Pay day – every other Friday
• Time sheets/record-keeping system
• Direct deposit: up to five accounts (savings or checking)
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(Note to Presenter: Have you benefits manager speak here.
Customize for your company.)
The benefits that [Company Name] provides voluntarily and that the company and employees share in the cost are:
• Health insurance
• Prescription drug insurance
• Dental insurance
• Vision insurance
• Commuter benefits (parking, van pools, mass transit tokens)
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The benefits that [Company Name] provides voluntarily and that the company pays 100% of the cost are:
• Retirement/pension plan (a defined benefit plan)
• Employer match to employee 401(k) contributions
• Term life insurance
• Accidental death and dismemberment insurance
• Short-term disability insurance
• Long-term disability insurance
• Long-term care insurance
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Other benefits that [Company Name] provides voluntarily and that the company pays 100% of the cost are:
• Incentive bonuses
• Paid time off:
 Vacation leave
 Sick leave



Holidays
Personal days
Bereavement leave
 Paid weather-related emergency closing leave
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Additional benefits that [Company Name] provides voluntarily and that the company pays 100% of the cost are:
• Tuition assistance (up to $5,250 tax-free per year)
• Employee assistance program (EAP)
• On-site fitness center
•
On-site child care
• Computer purchase assistance
• Scholarships for children of employees
• Paid sabbaticals
• Direct deposit of pay
• Social gatherings (holiday party, summer picnic)
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In addition, [Company Name] sponsors and pays the administration fees for the following benefits plans that employees may participate in by making contributions:
• 401(k) savings and retirement plan
• Health savings account
• Health flexible spending account
• Dependent care flexible spending account
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Note to Presenter: Have a discussion of some key policies and procedures. Distribute Employee Handbooks and have employees sign acknowledgement of receipt.
• Attendance policy
• PTO/holiday/leave policy
• Anti-harassment policy
• Complaint procedure policy
•
Health, safety and security policies
• Flextime and telecommuting policy
• Performance management policy
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(Note to Presenter: Have your office manager speak here.)
• Department contacts: names and information
• Severe weather closing hotline
• Operations emergency hotline
• Forgot your office key/badge?
• Parking issue?
• Reserving conference rooms
• Other service requests
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(Note to Presenter: Have your IT manager speak here.)
Equipment and Usage Policy
[Company Name] recognizes that the use of the Internet has many benefits for [Company Name] and its employees, such as making communication more efficient and effective. Therefore, employees are encouraged to use the Internet appropriately.
Unacceptable use of the Internet can place [Company Name] and others at risk. This policy discusses acceptable usage of the
Internet. (Please refer to the Employee Handbook for information.)
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• Software
• Network and drives
• Help desk information:
>
>
Submitting a help desk ticket
Whom to contact
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In this meeting, we reviewed:
• History of the company
• Vision and mission statements
• Organizational structure
• Company values
• Code of ethics
• Payroll information
•
Benefits information
• Policies and procedures
• Frequently access departments:
>
>
Administrative services
IT
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Please be sure to complete and leave the evaluation sheet you received with your handouts
Thank you for your attention and welcome!
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