Free 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 |
| |
Send orientation invitation with agenda to new hires. |
| |
Prepare orientation materials (handbooks, policies, benefits info) |
| |
Arrange necessary equipment (computers, phones, access cards) |
| |
Set up new hire’s workspace. |
| |
Coordinate IT setup (email, system access, software installation) |
| |
Notify team members of the new hire’s start date. |
| |
Assign a mentor or buddy to each new hire. |
| |
Prepare onboarding and training schedules. |
|
2. Welcome and Introduction
Checklist Item | Completed | Notes |
|---|---|---|
Greet new hires upon arrival |
| |
Provide a tour of the workplace. |
| |
Introduce new hires to their team and key colleagues. |
| |
Explain company culture, values, and mission. |
| |
Review the agenda and goals for the orientation session. |
|
3. Policies and Procedures Overview
Checklist Item | Completed | Notes |
|---|---|---|
Distribute employee handbook and review key policies |
| |
Explain attendance, time-off, and sick leave policies. |
| |
Review workplace safety protocols and emergency procedures. |
| |
Go over the code of conduct, dress code, and workplace behavior. |
| |
Discuss data privacy and cybersecurity policies. |
|
4. Benefits and Compensation Overview
Checklist Item | Completed | Notes |
|---|---|---|
Explain payroll procedures and salary payment schedule |
| |
Review benefits package (health, dental, retirement, etc.) |
| |
Provide information on employee assistance programs. |
| |
Discuss the performance review process and promotion opportunities. |
| |
Outline professional development and training programs available. |
|
5. Follow-Up Actions and Check-In
Checklist Item | Completed | Notes |
|---|---|---|
Schedule a one-week check-in with new hires to address questions |
| |
Conduct a 30-day follow-up to assess onboarding progress. |
| |
Obtain feedback from new hires about the orientation process. |
| |
Review and address any outstanding training or system access needs. |
| |
Ensure continuous support from the assigned mentor or buddy. |
|
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