SECTION 7.10 EMPLOYEE INFORMATION AND CHECKLIST

Last Update: 5/08

Introduction to Employee Orientation Checklist

The following information is presented as an overview to give supervisors guidance about important areas that should be covered during New Employee Orientation. Since departments deliver a diverse array of services to the citizens of Iowa, there are instances of specialized information which need only be presented to employees who work for you. Some items included on the New Employee Orientation Checklist may not be applicable and other items specific to your situation may need to be added. As such, you should feel free to personalize the New Employee Orientation Checklist to fit your specific orientation needs. You may wish to place notations such as “N/A” or “included in Departmental/Institutional orientation process” in the notes section if these would be appropriate.

Any number of people (supervisor, personnel assistant, trainer, mentor or partner) may best present each of the following sections to new employees. As employees are presented information, both trainer and employee need to date (MM/DD/YY) Column (1) and initial Column (2) of the checklist. This will create a permanent record of your orientation progress and contacts for questions that may arise.

Should a question ever arise as to the appropriateness of any further information that may be presented during the New Employee Orientation process, contact your personnel officer.

The following New Employee Checklist was developed originally by the Department of Human Services to assist supervisors in ensuring that new employees are given information about benefits, pay, statewide/departmental/institutional policies, and how their positions and duties relate to the departmental goals and mission. The Iowa Department of Administrative Services wishes to thank the Department of Human Services for allowing us to build upon their product and assist us in presenting this information to all supervisors.

SECTION 7.10 EMPLOYEE INFORMATION AND CHECKLIST

Checklist for New Employee Orientation

Employee

Position

Hire Date

Note: (1) and (2) below should be completed by new employee; (3) and (4) should be completed by the trainer, supervisor, or other person who provides the information to the new employee.

(1) Date Completed	(2) Employee Initials	(3) Date Completed	(4) Trainer Initials	TOPICS	NOTES:
				Prior to Starting Work
–	–			Send Letter of Job Offer
–	–			Receive Confirmation of Job Acceptance
–	–			Perform Criminal/Background Check
				Complete Security Access Forms
				Complete the following, if applicable:
				Confidential Personal Data Sheet
				Federal and State Withholding Forms (W-4)
				I-9 Verification Form
				Other:
				Welcome
–	–			Greet Upon Arrival
				Welcome Package
				Introductions to Team
				Supervisor’s Office
				Appointing Authority’s Office
				Other:
				Tour of Work Area
				Personnel Assistant’s Office
				Computer Support Staff
				Coat Closet
				Desk/Work Area
				Restrooms
				Vending/Break Room
				Cafeteria and/or Local Restaurants
				Water Cooler/Fountain
				Supply Area
				Work Area
				Time Clock/Sign Out Board
				Telephones
				Emergency Routes (Tornado/Fire)