Example -- New Employee Orientation Checklist -- Human Resources

NEW EMPLOYEE ORIENTATION CHECKLIST -- HUMAN RESOURCES

Employee Name: ________________________ Position: _______________________________

Supervisor: _____________________ Start Date: _______________ Bargaining Unit: _______

Mentor’s Name: _________________________ (this can be a co-worker or someone else)

Prior to 1st Day of Work:

Mail Welcome Packet Set up ISRS Security Clearance (if applicable)

Mail Employee Handbook Set up for E-timesheet verification
Computer System/E-mail Account and Security Access Form to IT

First Day of Work:

P Review PD/Get Signatures
Provide Emergency Procedures Manual
Provide Emergency Procedures Poster
Employee Right-to-Know Training
Collect Placement on Payroll Forms
W-4
I-9
Direct Deposit
Campus Connections (websites, e-mail etc.)
Data Security Training
Sexual Harassment Training
Review Data Privacy & Access to Personnel File
Probationary Period (if applicable)
Union Membership & Campus Reps
Performance Evaluation Process
Travel Policy & Use of Vehicles (VUA Form)

Code of Conduct Training Pay Days, Vacation, Sick leave, Holidays

First Week:
Health, Dental, Life, STD, LTD, Long Term Care, and Optional Benefits/Enrollment Process
Mandatory Retirement Designation & Enrollment; Provide Materials; Discuss SRP if applicable
Optional Investment Programs (Roth 403(b), 403(b), Deferred Comp)
Employee Assistance Program
Affinity Plus Credit Union
Tuition Waiver
Policy Review (Ethics, MnSCU Technology, Weather & Emergency Closing)
Supervisors Only: Discuss role & duties of a supervisor/Provide training
Faculty Only: Online Credentialing Process & Salary Placement

The above listed information has been reviewed with me and I understand the information.

_____________________________________ __________________________________
Employee Signature/Date Personnel Rep Signature/Date

Please return the completed form to the Human Resources Office. Thank you!