Recruitment Checklist for Staff Orientation

Recruitment Checklist for Staff Orientation


Prepared by: [YOUR NAME]

Company: [YOUR COMPANY NAME]

Date: [DATE]


1. Pre-Orientation Preparation

Checklist Item

Completed

Notes

Schedule orientation date and time

  • Yes

  • No

Send orientation invitation with agenda to new hires.

  • Yes

  • No

Prepare orientation materials (handbooks, policies, benefits info)

  • Yes

  • No

Arrange necessary equipment (computers, phones, access cards)

  • Yes

  • No

Set up new hire’s workspace.

  • Yes

  • No

Coordinate IT setup (email, system access, software installation)

  • Yes

  • No

Notify team members of the new hire’s start date.

  • Yes

  • No

Assign a mentor or buddy to each new hire.

  • Yes

  • No

Prepare onboarding and training schedules.

  • Yes

  • No


2. Welcome and Introduction

Checklist Item

Completed

Notes

Greet new hires upon arrival

  • Yes

  • No

Provide a tour of the workplace.

  • Yes

  • No

Introduce new hires to their team and key colleagues.

  • Yes

  • No

Explain company culture, values, and mission.

  • Yes

  • No

Review the agenda and goals for the orientation session.

  • Yes

  • No


3. Policies and Procedures Overview

Checklist Item

Completed

Notes

Distribute employee handbook and review key policies

  • Yes

  • No

Explain attendance, time-off, and sick leave policies.

  • Yes

  • No

Review workplace safety protocols and emergency procedures.

  • Yes

  • No

Go over the code of conduct, dress code, and workplace behavior.

  • Yes

  • No

Discuss data privacy and cybersecurity policies.

  • Yes

  • No


4. Benefits and Compensation Overview

Checklist Item

Completed

Notes

Explain payroll procedures and salary payment schedule

  • Yes

  • No

Review benefits package (health, dental, retirement, etc.)

  • Yes

  • No

Provide information on employee assistance programs.

  • Yes

  • No

Discuss the performance review process and promotion opportunities.

  • Yes

  • No

Outline professional development and training programs available.

  • Yes

  • No


5. Follow-Up Actions and Check-In

Checklist Item

Completed

Notes

Schedule a one-week check-in with new hires to address questions

  • Yes

  • No

Conduct a 30-day follow-up to assess onboarding progress.

  • Yes

  • No

Obtain feedback from new hires about the orientation process.

  • Yes

  • No

Review and address any outstanding training or system access needs.

  • Yes

  • No

Ensure continuous support from the assigned mentor or buddy.

  • Yes

  • No

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