Printable version: Checklist for New Employees (PDF)
Supervisor's Checklist for New Employee Orientation
First Day on the Job:
A new employee may be anxious about starting a new job. Try and create a comfortable environment and remember not to overwhelm the employee. On the first day you should:
- Give a warm welcome and discuss the plan for the first day
- Tour the employee's assigned work space
- Explain where rest rooms, refreshments, and break areas are located
- Provide required keys
- Arrange to have lunch with the new employee
- Tour the building and immediate area and introduce the new employee to other staff members
- Introduce the new employee to the person you've identified as a buddy (if appropriate)
- Review job description card
- Review the department's (or office's) organizational chart and explain its relationship to campus
- Review your office's policies and procedures including:
- Working hours
- Telephone, e-mail, and internet use
- Office organization (files, supplies, etc.)
- Office resources (directories, dictionaries, style manuals, computer program manuals, staff listing, etc.)
- Staff meetings
- Accountability
- Customer service philosophy
- Confidentiality
- Ethics
During the First Week:
- Review employee work area to ensure needed equipment is in place
- Set up a brief meeting with the employee and the assigned buddy to review the first week's activities (if appropriate)
- Schedule meeting with Department Personnel Manager to:
- Complete required paperwork
- Review personnel policies and procedures
- Learn about benefits (health & life insurance, select benefits, etc.)
- Schedule Campus New Employee Orientation (if it has not been scheduled)
- Explain time cards
- Review vacation/sick/personal leave policies
- Obtain UC ID
- Obtain Parking Permit (if appropriate)
Have appropriate office personnel review:
- After-hours and weekend office access
- General review of accounting (if appropriate)
- Listing of account numbers (if appropriate)
- Journal vouchers (if appropriate)
- Travel and reimbursement
- Diners Club credit card
- Campus mail services
- Office supplies
- Copy machine and fax use
Review office safety issues:
- Computer competency with CAL PACT self-assessment tools (if appropriate)
- Overview of policies and procedures, including confidentiality and software piracy issues
- Assess knowledge of department's hardware and software
Within the First Month of Employment:
- Remind the employee to view the Ethics and Conflict of Interest Briefings for New Employees
- Meet with employee to review:
- Job description
- Performance standards
- Work rules
- Send employee to New Employee Orientation to review:
- Campus culture
- Campus structure
- Health and safety
- Campus tour
- Benefits overview
Check to be sure employee has signed up for benefits prior to enrollment deadline
Within Six Months of Starting:
- Revisit performance standards and work rules
- Schedule performance appraisal meeting