New Hire Orientation/Onboarding - Checklist

Employee Name: ___________________________________________

Department: ______________________________________________

Manager: _________________________________________________

Start Date: _______________________________________________

Complete all items within three business days of the employee’s first day.

1. Company Overview

☐ Welcome and company introduction

☐ Review of mission, vision, and values

☐ Overview of organizational structure and leadership

☐ Discussion of company culture and workplace norms

☐ Orientation video, presentation, or employee handbook preview

2. Employment Documentation

☐ Federal and state tax forms (W-4, state equivalents)

☐ I-9 verification and required identification

☐ Completion of HR and payroll documentation

☐ Review and acknowledgment of employee handbook

3. Pay, Benefits, and Perks

☐ Health, dental, vision, and life insurance overview

☐ 401(k) or retirement plan enrollment

☐ Flexible spending and dependent care options

☐ Education reimbursement and professional development programs

☐ Employee assistance program introduction

☐ Payroll schedule and direct deposit setup

☐ Performance review and salary adjustment process

☐ Incentive or bonus opportunities

☐ Paid time off and leave policy review

4. Administrative Setup

☐ Workspace assignment and office tour

☐ Computer, network access, and login credentials

☐ Company email setup

☐ Security badge or access card issued

☐ Office keys, parking pass, and ID photo completed

☐ Mail procedures (incoming/outgoing)

☐ Business card request submitted (if applicable)

☐ Purchase order and expense report procedures reviewed

☐ Telephone, conference room, and meeting technology setup

5. Policy and Compliance Review

☐ Anti-harassment and equal employment opportunity policies

☐ Workplace conduct and dress code expectations

☐ Timekeeping, attendance, and overtime procedures

☐ Confidentiality and data security guidelines

☐ FMLA, sick, and vacation leave policies

☐ Safety, injury, and emergency response procedures

☐ Internet, social media, and email usage policy

☐ Disciplinary and corrective action process

6. Introductions and Facility Tour

☐ Meet department team and key contacts

☐ Tour of facility, including:

–         Restrooms

–         Mailroom and supply areas

–         Copy and print stations

–         Break rooms and vending areas

–         Bulletin boards and meeting spaces

–         Emergency exits and safety stations

☐ Introduction to company communication tools and intranet

Acknowledgment

I confirm that all items listed above have been completed or reviewed during my orientation period.

Employee Signature: ____________________  Date: ___________
Manager Signature: ____________________  Date: ___________

Return the completed form to Human Resources. Copies should be retained by both the manager and employee.