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07.10.08 Human Resources Checklist for Employee Orientation  By Craig Borysowich The Human Resources function is typically responsible for the overall management of the new employee orientation process. The orientation process begins before a new employee's first day and continues typically for the first two months. The following checklist outlines the responsibilities involved: EMPLOYEE ORIENTATION - HUMAN RESOURCES CHECKLIST Recruiting Kit: Deliver the following reading material to the prospective employee along with the letter of offer:
• Company Code of Conduct (including confirmation slip to be signed by employee)
• Benefit Summary • Summary of Career Paths • Standard marketing information (for business unit) • General Information Form (contact and family information, etc.) • Personal Tax Forms • Payroll Direct Deposit Form • New employee or change of bank account form • Medical and dental enrolment forms • Employment equity statement and form • Application for Security Clearance • Business Card order form • Nameplate order form • Confidentiality instructions (e.g., for locking material away, guarding conversations in elevators and rest rooms, etc.) • Application for a business credit card and a calling card (if the employee will be travelling a lot) Prepare the following New Hire Welcome Kit ready for first day arrival:
• Welcome letter
• Employee training plan • Group Retirement Savings Plan booklet and form • Group insurance plan information • Employee membership programs and forms (e.g., Employee PC purchase plan form, cellular phones, etc.) • Latest employee newsletters (also refer to website/LAN) • Employee handbook • Employee phone list • Contact information (who to contact for the various office support services) • Quality policy • Internet policy • Promotional material
Before the New Employee Arrives (1-2 weeks if possible): Enter employee's general information into the company's human resources database (after receipt of offer). Advise the following people of the new employee's start date:
• Project Manager
• Facilities Support • Technical Support Review and complete all forms sent to employee, and action items as appropriate (e.g., order nameplate). Review and complete Payroll Advice Form (if completed). Register employee for New Employee Orientation Session. Prepare Orientation Invitation and deliver to Project Manager (for distribution to new employee). Announce new arrival in the company employee newsletter. Continue reading this article. About the Author: Craig Borysowich has over 18 years of Technology Consulting experience with both public and private sector clients, including ten years in Project Leadership roles. His extensive background in working with large scale, high-profile systems integration and development projects that span throughout a customer's organization allows him to help consulting organizations world-wide to deliver better quality projects more consistently. |
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