Free HR Orientation Training Checklist

Prepared by: [Your Name]

Company: [Your Company Name]

Date: [Date]

Pre-Orientation Tasks:

• Confirm the employee's start date with HR and department

• Prepare employee's workstation (desk, computer, phone, etc.)

• Set up email account and access to necessary systems

• Provide a copy of the employee handbook and company policies

• Ensure payroll and benefits documentation is ready

• Schedule orientation session with HR

• Set up necessary access credentials (building, network, etc.)

Day 1 Orientation:

Welcome & Introduction:

• Welcome introduction by HR or team leader

• Overview of company culture and values

• Office tour and introduction to team members

• Explanation of company mission, vision, and organizational structure

HR Policies and Procedures:

• Review of employee handbook

• Explanation of attendance, dress code, and punctuality

• Overview of health and safety policies (emergency exits, first aid, etc.)

• Discussion of workplace behavior and conflict resolution procedures

• Review of confidentiality and data protection policies

Compensation and Benefits:

• Overview of salary structure and pay periods

• Explanation of benefits (health, dental, retirement, etc.)

• Enrollment in benefits program (if applicable)

• Review of paid time off (PTO), holidays, and sick leave policies

• Overview of performance evaluation process

Technology & Tools:

• Introduction to office software and systems

• Setup of email, communication tools (Slack, Teams, etc.)

• Access to internal portals, databases, and company tools

• IT support contact information for troubleshooting

Administrative Tasks:

• Review of tax forms (W-4, etc.)

• Employee information form completion

• Direct deposit setup for payroll

• Review of non-disclosure agreements (NDA), if applicable

Week 1 Tasks:

• Introduction to department head and team

• Overview of job responsibilities and performance expectations

• Assignment of first tasks or projects

• Review of work hours, breaks, and expectations for remote work (if applicable)

• Introduction to professional development and training opportunities

• Schedule of follow-up meetings with HR and team leader

Ongoing Support:

• Regular check-ins during the first 30, 60, and 90 days

• Mentorship or buddy system setup (if applicable)

• Review of career growth opportunities within the company

• Feedback collection on orientation experience for improvement

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