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)