Lumiform / Templates / Onboarding Checklist Template

Onboarding Checklist Template

Doing a job orientation can help define clear expectations on job responsibilities and conditions. This template helps to verify if the onboarding topics are appropriate and effectively distributed to the new hires. This involves an orientation of job duties, hours of work, payroll and time reports, workers’ rights, information systems, office atmosphere and appropriate usage office equipment. Furthermore, you can capture recommendations for your safety planning.

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Onboarding Checklist Template

Orientation Checklist

NEW EMPLOYEE PROCESSING

Office culture, bonus systems, repeated events, newsletters

Introduce to office/unit/building

Organization of office, ranges of responsibility (who is responsible for what), organization diagram.

Employee analyses information and finishes forms and demanded paperwork (including details about necessary training, receipts, benefits and retirement)

Unit/department/section functions, purpose statement, goals/objectives

JOB RESPONSIBILITIES

Responsibilities:

Training, professional improvement, travel chances, committee opportunities

Performance evaluation/review – expectations, standards, regulatory

HOURS OF WORK

Demonstrate work week – attendance and punctuality expectations

Time in and time out plans:

Breaks and lunch:

Overtime/compensatory time/flex hours:

Calling manager if unable to work on scheduled time or sick or if late arrival:

PAYROLL AND TIME REPORTS

Leave tracking report: how to enter, access for sick leave, yearly leave, jury duty, etc.

Paychecks: distribution and direct deposit, pay dates

Request for leave systems

Payrate:

Earlier state employment confirmation:

Time sheet report: how to enter, how to finish reports, due dates

RIGHTS AND RESPONSIBILITIES

Sanitation of the housekeeping

Where to get needed information or help:

Bringing guests to the workplace:

How to handle equipment, personal usage

Look/appearance expectations:

Changes in name, address, etc.:

Travel and leave forms:

Business card and charge card when proper:

How to work with confidential information and shredding:

INFORMATION SYSTEMS

Policy/Rules and procedure web pages, system policies

Department network and email account/passwords appropriate protocol

OFFICE ENVIRONMENT/EQUIPMENT

Telephone service styles (how to answer the phone, when someone is currently not available, directories, often called numbers, personal and long-distance calls, transferring calls, putting calls on hold, etc.)

Equipment, business cards, nametags, nameplates

Parking lots:

Mail service methods, location of incoming and outgoing mail

Keys and office security procedures

Emergency procedures (fire, evacuation,..)

Office equipment (e.g.: copier, fax machine, shredding)

Coffee room, kitchen facilities, snack machines, bulletin boards location/use

Restrooms, water fountain, stairs, elevators, smoking area

COMPLETION

Do you have any recommendations?

Name and Signature of the Instructor:

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Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.