Free HR Orientation Training Checklist Template
HR Orientation Training Checklist
Prepared by: [Your Name]
Company: [Your Company Name]
Date: [Date]
Pre-Orientation Tasks:
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Confirm the employee's start date with HR and department
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Prepare employee's workstation (desk, computer, phone, etc.)
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Set up email account and access to necessary systems
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Provide a copy of the employee handbook and company policies
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Ensure payroll and benefits documentation is ready
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Schedule orientation session with HR
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Set up necessary access credentials (building, network, etc.)
Day 1 Orientation:
Welcome & Introduction:
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Welcome introduction by HR or team leader
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Overview of company culture and values
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Office tour and introduction to team members
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Explanation of company mission, vision, and organizational structure
HR Policies and Procedures:
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Review of employee handbook
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Explanation of attendance, dress code, and punctuality
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Overview of health and safety policies (emergency exits, first aid, etc.)
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Discussion of workplace behavior and conflict resolution procedures
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Review of confidentiality and data protection policies
Compensation and Benefits:
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Overview of salary structure and pay periods
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Explanation of benefits (health, dental, retirement, etc.)
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Enrollment in benefits program (if applicable)
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Review of paid time off (PTO), holidays, and sick leave policies
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Overview of performance evaluation process
Technology & Tools:
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Introduction to office software and systems
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Setup of email, communication tools (Slack, Teams, etc.)
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Access to internal portals, databases, and company tools
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IT support contact information for troubleshooting
Administrative Tasks:
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Review of tax forms (W-4, etc.)
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Employee information form completion
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Direct deposit setup for payroll
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Review of non-disclosure agreements (NDA), if applicable
Week 1 Tasks:
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Introduction to department head and team
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Overview of job responsibilities and performance expectations
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Assignment of first tasks or projects
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Review of work hours, breaks, and expectations for remote work (if applicable)
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Introduction to professional development and training opportunities
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Schedule of follow-up meetings with HR and team leader
Ongoing Support:
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Regular check-ins during the first 30, 60, and 90 days
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Mentorship or buddy system setup (if applicable)
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Review of career growth opportunities within the company
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Feedback collection on orientation experience for improvement
