Free HR Orientation Training Checklist Template

HR Orientation Training Checklist

Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Date]

Pre-Orientation Tasks:

  • Confirm the employee's start date with HR and department

  • Prepare employee's workstation (desk, computer, phone, etc.)

  • Set up email account and access to necessary systems

  • Provide a copy of the employee handbook and company policies

  • Ensure payroll and benefits documentation is ready

  • Schedule orientation session with HR

  • Set up necessary access credentials (building, network, etc.)

Day 1 Orientation:

Welcome & Introduction:

  • Welcome introduction by HR or team leader

  • Overview of company culture and values

  • Office tour and introduction to team members

  • Explanation of company mission, vision, and organizational structure

HR Policies and Procedures:

  • Review of employee handbook

  • Explanation of attendance, dress code, and punctuality

  • Overview of health and safety policies (emergency exits, first aid, etc.)

  • Discussion of workplace behavior and conflict resolution procedures

  • Review of confidentiality and data protection policies

Compensation and Benefits:

  • Overview of salary structure and pay periods

  • Explanation of benefits (health, dental, retirement, etc.)

  • Enrollment in benefits program (if applicable)

  • Review of paid time off (PTO), holidays, and sick leave policies

  • Overview of performance evaluation process

Technology & Tools:

  • Introduction to office software and systems

  • Setup of email, communication tools (Slack, Teams, etc.)

  • Access to internal portals, databases, and company tools

  • IT support contact information for troubleshooting

Administrative Tasks:

  • Review of tax forms (W-4, etc.)

  • Employee information form completion

  • Direct deposit setup for payroll

  • Review of non-disclosure agreements (NDA), if applicable

Week 1 Tasks:

  • Introduction to department head and team

  • Overview of job responsibilities and performance expectations

  • Assignment of first tasks or projects

  • Review of work hours, breaks, and expectations for remote work (if applicable)

  • Introduction to professional development and training opportunities

  • Schedule of follow-up meetings with HR and team leader

Ongoing Support:

  • Regular check-ins during the first 30, 60, and 90 days

  • Mentorship or buddy system setup (if applicable)

  • Review of career growth opportunities within the company

  • Feedback collection on orientation experience for improvement

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