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
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
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Employee |
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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.
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(1) Date Completed |
(2) Employee Initials |
(3) Date Completed |
(4) Trainer Initials |
TOPICS |
NOTES: |
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Prior to Starting Work |
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Send Letter of Job Offer |
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Receive Confirmation of Job Acceptance |
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Perform Criminal/Background Check |
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Complete Security Access Forms |
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Complete the following, if applicable: |
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Confidential Personal Data
Sheet |
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Federal and State
Withholding Forms (W-4) |
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I-9 Verification Form |
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Other: |
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Welcome |
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Greet Upon Arrival |
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Welcome Package |
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Introductions to Team |
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Supervisor’s Office |
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Appointing Authority’s Office |
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Other: |
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Tour of Work Area
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Personnel Assistant’s Office |
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Computer Support Staff |
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Coat Closet |
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Desk/Work Area |
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Restrooms |
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Vending/Break Room |
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Cafeteria and/or Local Restaurants |
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Water Cooler/Fountain |
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Supply Area |
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Work Area |
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Time Clock/Sign Out Board |
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Telephones |
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Emergency Routes (Tornado/Fire) |
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Fire Extinguisher |
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Parking |
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Other: |
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(1) Date Completed |
(2) Employee Initials |
(3) Date Completed |
(4) Trainer Initials |
TOPICS |
NOTES: |
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Policies and Procedures |
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State of |
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Departmental Employee Handbook and
Acknowledgement |
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Institutional Employee Handbook and
Acknowledgement |
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Use of State Property |
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Dress Code |
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ID Card |
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Telecommuting/Flexible Schedule Policy |
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Affirmative Action/Equal Employment Opportunity
policy |
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Department-specific Code of |
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Americans with Disabilities Act |
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Family and Medical Leave Act |
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Discriminatory Harassment Policy |
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Substance Abuse Policy and Acknowledgement Form |
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Violence-Free Workplace Policy and Acknowledgement
Form |
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Reporting Incidents of Real or Threatened
Aggression |
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Catastrophic Leave Policies (Employee and Family) |
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Confidentiality |
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Cellular Telephone Users Policy |
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Email User Policy |
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Internet User Policy |
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OSHA Requirements |
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Worker Right to Know (hazardous chemicals) |
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Safety/Security-Physical, Personal, Computer,
etc. |
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Gift Law |
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State Car Usage |
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Application For Parking and/or After |
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Acknowledgement of Drivers License Requirements
Form |
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Notification of Conviction for Violation of Motor
Vehicle Law |
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Other License Requirements (CDL, law, nursing,
etc.) |
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Other: |
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Hours of Work and Pay Information |
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Work Hours/Scheduling |
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Collective Bargaining-which one and who to
contact |
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Time Cards/HRIS |
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Breaks |
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Leave Application and Usage (vacation, sick time,
etc.) |
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Overtime |
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Salary/Pay Dates/Increases |
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Direct Deposit Options |
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Other: |
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(1) Date Completed |
(2) Employee Initials |
(3) Date Completed |
(4) Trainer Initials |
TOPICS |
NOTES: |
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Benefits |
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Benefit Guide Book |
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Health and Dental Insurance Info., Form, and
Applications |
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Pre-Tax Premium Conversion Program Form |
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Life/LTD Insurance |
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Dependent Care |
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Health Flexible Spending Accounts |
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IPERS Information and Forms |
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Deferred Compensation Plan |
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Savings Bond/One Gift |
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Employee Assistance Program (EAP) |
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Credit Union |
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Workers’ Compensation |
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American Express Corporate Card |
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Other: |
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Organizational Overview |
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Customer Service |
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Department and/or Institution Mission/Vision |
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History of Department/Institution |
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Table of Organization |
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Department/Institutional Areas and Their Services |
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Local Organization |
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Introductions to Key Staff |
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Departmental/Institution Acronyms |
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Iowa Department of Administrative Services |
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Other: |
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Performance and Goals |
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Position Description/Duties/Essential Functions |
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Strategic Plan Relationship to Position |
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Position Description Questionnaire |
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Performance Evaluation System (Individual
Performance Plan) |
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Probationary Period |
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Promotion Process |
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At-Will Employment Status |
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Merit/Non-Merit Status |
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Other: |
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Training & Development |
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What Training Will Be Offered and When
(Training/Development Plan) |
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Minimum Yearly Training Requirements |
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Who Will Be Trainer/Mentor/Partner |
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Who to See With Questions |
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Other: |
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Your
signature below indicates you have received the above information. Questions regarding this material should be
directed towards your supervisor or the person who provided the information to
you. Please note, failure to sign your
information forms or enroll via IowaBenefits within thirty (30) days of your
employment date will prohibit you from enrolling for health insurance coverage
until the next annual health insurance enrollment and change period unless you
experience a qualified life event and the benefit change is consistent with the
event. YOU WILL NOT BE ELIGIBLE FOR
DELTA DENTAL INSURANCE IF YOU DO NOT ENROLL WITHIN THIRTY (30) DAYS OF YOUR
EMPLOYMENT DATE.
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Employee’s Signature |
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Management Representative Signature |
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