A new hire orientation checklist helps your business stay on top of new employee orientation tasks to ensure you get your new hires off to a great start. To keep everything organized and “on track,” use a new hire checklist. Onboarding is more of an ongoing process of getting the employee up to speed on processes and helping them become more engaged; it typically continues until the worker is more established within the company. This will specify the employee’s tax withholding preferences. You might think after all the arduous efforts, which would at times be very tedious, that the process is over. If only things were that simple for the HR team. This will only apply to those states which collect income tax. That person can be a go-to resource for the new hire to ask questions—about both work and non-work related things, like how to send a fax and where to go to lunch. A training checklist is specific design document may contain learning information of all the training courses with potential skills which require to perform particular job or activity. Day One is when you need to do two important things with every new hire. Download the New Hire Onboarding Checklist as PDF or DOC. Depending on which state your business is and the type of industry you’re engaged in, it’s a requirement to post notices about the labor laws on the office notice board. The onboarding checklist should include the recruitment process, new employee orientation, introduction of all aspects of the role to the employee, job training, goal-setting, introduction to company culture, meeting other employees and a serve as a guide to help the new hire get adjusted quickly and become a productive member of their team. Use games to make learning more interactive. As mentioned, this is the more valuable part of the new employee’s orientation experience, because it helps the employee feel welcome. Our new hire orientation checklist does more than make sure you manage all the new hire paperwork. There are many steps involved in onboarding the new employee. The checklist delivers rules that make all the analysis processes less difficult. Employees are an asset to your company if they’re able to perform the job you’ve hired them for. Before you take any further steps, the new must get oriented with a written collection of coordinated procedures and policies that can help the employee adjust to his role in terms of socialization and the tasks he needs to accomplish. Finally, one of the best practices … Give your new hire a schedule for their first week, including any required or suggested training. Employee must bring a completed Research Safety Checklist when processing in. 355 Lexington Avenue, 18th Floor 9. Who should do the onboarding is a question many employers have. At the minimum, you should include the following in your new hire orientation process: Our new hire orientation checklist is downloadable, and you can modify it to suit your business’ needs. Conduct Background or Pre-Screening Checks. Onboarding is the next big thing. Have new hire sign up for company’s benefit programs; Have new hire complete all payroll forms; Explain when, how and what they get paid; If a union represents the new employee, there is often a component of the program that has the union representative talk explain the requirements and benefits of union membership; Set job and company expectations Remind the new employee to complete their Getting Started Checklist (included in their orientation materials) o Continue progress on the New Hire Checklist (pages 10-11) o Be available for any questions the employee might have OPTIONAL: o Pair the new employee with an onboarding buddy within the Discuss training completed with the new employee, then schedule employee for at least one additional development item/training every other week during this phase What development items will you provide for the new employee? Use of TemplateLab is subject to our Terms of Service and Privacy Policy. The nature of … Because these are government issues, state and federal agencies usually give these posters free of charge. To provide for the new hires of a company, you need to create an organized orientation checklist template in Google Docs. But if you want to create your own checklist, here are some pointers to consider: Part 2: For all of your succeeding new hires. It should provide a good introduction into the company’s culture, the employee’s job duties, and an opportunity to complete any required paperwork. Some of these documents are required by labor law, while others are optional. TemplateLab provides information and software only. These labor law posters include details regarding minimum wage rates, at-will employment, laws regarding anti-discrimination, and more. To ensure that, make sure your new hires get off to a good start. It includes new hire paperwork like I-9 and W-4 forms that need to be completed. Third Party Training. Introduce your new hire to a peer within their department who can act as a mentor during their first few weeks on the job. Employee is provided with a copy of the incident reporting It contains descriptions of mandatory safety and health standards. New Employee Training Checklist: 1. Complete a background check. Just about every business desires a new hire training checklist to guide them when using the services of new persons. Submit a job requisition form to HR. How to streamline your new-hire process flow. • Give performance feedback early and often to the new employee… A new employee can also feel lost about how they fit into the big picture of the business. However, onboarding is a time and effort-consuming task, and you need a strong new hire orientation checklist to help you bring in top talent without a hassle. This is an optional decision, but it’s still a good habit. New hire paperwork checklist. Doing these checks on new hires will verify their truthfulness during the interview and application. Downloading our template saves you from having to create your own checklist from scratch. Before a new hire’s first day at work, you need to prepare a series of forms and agreements to properly onboard them. If you are a new employee, additional information will be shared with you on how to access new employee orientation We believe in reporting unsafe conditions and acts. Your job on Day One is to inspire and motivate them to come back on Day Two. The new hire process starts well before the employee’s first day. onboarding process through the in-person New Employee Orientation workshop. List all new employees along with required paperwork, the location and status of the documents, due dates, and other information. 2 weeks prior Confirm salary and offer with new hire supervisor. In addition to New Employee Orientation, Remember that a happy employee will have no cause to look for another job secretly and it is, therefore, paramount to make him feel secure and comfortable, especially on his first few days. 2 weeks prior Write offer letter and send to new hire. Determine the unemployment Tax Rate of your state. It’s free for up to 50 employees, updates automatically by integrating with ADP, BambooHR, Google G Suite, and other HR software, and turns your org chart into a searchable employee database accessible through the Pingboard app. Injury/Illness Incident Reporting (Continued) Date Trained Trainee’s Initials Trainer’s Initials Employee is instructed to report all near -miss incidents. New Employee Safety Orientation Checklist . If more than one new hire starts on the same day, you can schedule time with them together to review important policies like avoiding sexual harassment or going over the entire employee handbook, allowing them to ask questions. So business leaders, consider scheduling time with your new hires. Even if you don’t have a formal mentoring program, choose a peer to check in with the new hire each day for the first few weeks. However, you … b. We may make money when you click on links to our partners. Before the new hire’s first day at work, have him fill up the Federal W-4 form. Identify their individual training needs. Also, if it’s legal in the state your company is in, you might as well include drug screening tests. For any other important notices, you can check with your state office too. education, and training in the field of occupational safety and health.” ... new legal obligations. It is no surprise that employees want to know what leaders of the business expect of them in their new job. Certain components of employee trainingare universal, but … You can do this by making sure all the paperwork is done correctly (most urgent) and making sure they feel welcome in your business (most important). We recommend using a checklist to ensure you provide the best experience possible. They can meet their team, learn their supervisor’s priorities, understand the company mission, and feel like part of the company. d. Create a schedule for training exercises. Identify needed training / administrative tasks for new employee’s first 1-2 weeks. Use this new employee onboarding checklist to keep track of all of the documentation needed when new hires are starting out. For convenience, the form is readily available on the website of the IRS. Employee’s name: Position: Hire date: _____ Department: Supervisor: Company vision statement. Free Printable New Hire Training Checklist Template. You can also go online and check the website of the US Department of Labor. Your new hire probably isn’t going to be trained in a day. They can begin crossing items off the list once the employee accepts the position. @ClearCompany offers advice for how #HRManagers can help create a robust and resilient onboarding experience: It typically Using the links below, you’ll find articles, templates or instructions for each of these documents to help make onboarding easier to manage. Download Excel New Hire Onboarding Checklist. Providing solid onboarding as part of your new employee orientation process ensures that time isn’t wasted and that the employee is likely to stay. Properly onboarding new employees makes all the difference in the world in terms of retention. Employee orientation and onboarding are both very similar; however, orientation occurs when the employee starts the job—for some companies, it lasts a day and with others it’s a week or more. It begins once an employee has accepted your offer and continues throughout the first year with onboarding and training. The new hire process starts well before the employee’s first day. Select the newsletters you’re interested in below. 33% of new hires prefer that the management team conducts their orientation. 2 weeks prior Schedule drug test and request results. supplies or other required tools and equipment Will this person work with: Animals: If working with . The New Employee Orientation programs for the Ann Arbor campus have transitioned to an on-demand, online learning resource as we support the university's goal to minimize the spread of COVID-19 and to protect the health and safety of our university community. Post any Required Posters and Notices. Management is the most important. Build in regular reviews and adjustments to your training program. This is an exciting time for you and your new employee, but it is only the beginning. New hire paperwork is the part of HR that’s most daunting to new business owners. Find methods that are specific to your industry. To make sure that the new hire can benefit from this process, you should create a new hire checklist to streamline the process. Research shows that providing onboarding throughout an employee’s first 90 days greatly . (Only if you want to get insider advice and tips), Shape And Improve Your Company Culture With These Ideas, Company information session (background, mission, values), Walk-through of the workspace (if applicable), Schedule one-on-one meetings with the key staff members the new hire will work with, Offer cheat sheets, such as the company phone list, office map, or voicemail instructions, Provide a list of who does what in their department in case they have questions, Give them a copy of the organizational chart and explain how the company is structured, Show them where labor law posters are located and offer to answer questions, Provide a building tour so they know where conference rooms, copy machines, and emergency exits are, Describe the training they’ll receive, and when / where it will occur, Make sure they know where to find user manuals, documents, and reference materials, Have them shadow a peer, so they see what a day in the life of a co-worker looks like, Ensure they have all the tools they need for their job: a computer, VPN, badges, keys, website URLs, and IDs, Orient them to the company mission, vision, values, and strategic plan, Schedule time with their supervisor to review their job description and answer questions. See the image below for the basic steps in the new hire process, and notice that orientation starts on the employee’s first day. There’s more to a new hire forms checklist than just defining and following rules. After the initial screening and possibly several rounds of interviews for hiring new employees, you’ve finally found one applicant who passes all the criteria. It also includes tasks like setting up IT systems and preparing the employee’s workspace. Lab safety orientation is required. A new employee orientation program checklist can ensure the business that the program for new hires is a combination of fun and responsibility introduction. Announce pending arrival of new employee to staff and senior leaders; send announcement email. It’s usually structured—it’s sometimes held in a class format—and consists of welcoming and introducing them to the company as well as filling out any necessary paperwork,such as for payroll or benefits. 90-Day New Employee/Transfer/Promotion - Expected Behaviors Review. It’s your job to make them feel welcome, encourage them that they’ll be able to learn your processes, system, and culture, and make sure they have a go-to person to assist them with questions during those first days. Such type of checklist assures new hires that the individuals assigned to handle the onboarding process can provide a holistic orientation that creates a positive impact on the new hires on their very first day of work. Click a "Log in" button below to connect instantly and comment. Patrick has more than 15 years of people operations and organizational development experience. That’s just one step of the recruitment process. Sign up to receive more well-researched small business articles and topics in your inbox, personalized for you. It begins once an employee has accepted your offer and continues throughout the first year with onboarding and training. This article is part of a larger series on Hiring. New York, NY 10017, California Privacy Rights | Privacy | Terms | Sitemap. Competency Based Orientation Tool for Managers/Supervisors/Directors (Duke Hospital) 30-Day New Employee/Transfer/Promotion - Expected Behaviors Review. b. While HR has an important role, it turns out that new hires want a mix of people involved. animals, the employee must have all appropriate training completed, submit the appropriate training certificates, and complete and submit the Occupational Health and Safety Survey. This is essential for many positions to ensure the safety and security of clients and … 60-Day New Employee/Transfer/Promotion - Expected Behaviors Review. All of these steps are included in the new hire checklist above. As simple as a new hire orientation checklist can make a difference. This will help ensure you don’t miss any important required new hire paperwork during the orientation process. Using a new hire checklist template will ensure that every vital step is meticulously followed which will consequently lead to reaching the basic goals with the new hire. As they accomplish more tasks, they can continue marking the items as the new employee continues to onboard and settle into the workplace lifestyle. 2. You’ll need to modify the template to include items relevant to your business such as office tours, parking passes, ordering uniforms, or the steps to obtaining photos for an employee badge or press release. Once you’ve completed the process of hiring employees, then you’ll be on to the next steps: orientation and onboarding. The State Unemployment Insurance tax rate, better known as SUI, can vary annually depending on the. It typically takes a new hire about eight months on the job before they’re fully productive. Such provisions will ensure that his journey will be a welcoming one. It saves you time from having to conduct the same session multiple times and also gives new hires the opportunity to connect with people like them who are new to the company. We … increases employee retention and productivity. Submitting this to the IRS isn’t necessary, but you should keep at least one copy in your employee’s file. Being a citizen, an immigrant or having a, Register with the New Hire Reporting program. By the end of the first day, you’ll want your new hire to be convinced they’ve made a great decision by joining your business. Welcome to the Michigan New Hires Operation Center Employer Services Portal . New Hire Name: Job Title: New Hire Start Date: Pay Rate: New Hire Reports to: New Hire Orientation Checklist TASK WHEN Offer Made & Accepted Complete background check. You will need to personalize the program for your business, but this is general information that can apply to any company. It includes all the basic new employee orientation tasks such as introductions that need to be made, paperwork that needs to be completed, and time frames. The training also includes a “21-Day Racial Equity and Social Justice Challenge” in which white employees are encouraged, though not required, to complete a “white privilege checklist.” Have your new hire complete Form I-9. We’ll go into more detail on some of the tasks below so that you have a good sense of what to do and when to do it. Review work area and confirm an assigned workstation, desk, work bench, chair, computer, network, telephone, office . New employee safety orientation. As long as you follow a structured format that works for all positions (you can always set up separate mini-sessions for specific training), it should work well. The Only New Hire Onboarding Checklist Your Small Business Needs. The design of a well-made new hire orientation checklist should also consider the employee’s journey where all possible obstacles to his success are eliminated. New Hire Training Checklist Template. Here’s a list of all the documents and forms you might need the employee to complete, review and/or sign. You should provide a warm welcome in addition to going over information on company procedures (safety and non-safety related tasks), benefits and compensation, new hire paperwork, paid time off, training, building layout, and so forth. Most of the companies are using this checklist to develop employee’s skills and competence their job. If this is the first time you are reporting new and returning employees online, begin by Sign Me Up.. View our Registration Quick Reference Guide for more assistance with setting up your account.. Confirm via phone call. New employee orientation is the first official experience new hires have with their employers after they join the team. Research Training Trends: a. Having a checklist helps so you don’t forget anything crucial. It might even be applied when conducting any sort of coaching for workers employed earlier in an effort to boost their … It might look complex so to make things easier, you can always download this new hire checklist template free of charge. Fit Small Business content and reviews are editorially independent. Assign a peer mentor. What It Is: Using outside sources, such as vendors, to provide training to your … It’s required. It is important for employees to be aware of the new job designation tasked to them and the expectations of the business towards their performance as well. Once you’ve completed the process of hiring employees, then you’ll be on to the next steps: orientation and onboarding. TemplateLab is not a law firm or a substitute for an attorney or law firm. Most of these topics will fall under a general orientation, but the following are unique and are important not to neglect: 1. New hire process illustrated in five steps. c. Take note of what works and what doesn’t work. Pingboard lets you create an org chart that you can share with all your employees to see where their work fits within the company. Worker’s Compensation Insurance is a requirement for businesses who have one or more new hires to purchase worker’s compensation insurance. What’s most important is making the new hire feel welcome. Your #onboarding process leaves a lasting impression on your new hires. Use this downloadable template to make the process easy and effective. Source: BambooHR. Download Our FREE New Hire Checklist Template, If you want to learn more about onboarding, check out our step-by-step guide on how to. Patrick Proctor, SHRM-SCP, is certified as a Senior Professional in Human Resources and has consulted and operated at the C-suite and executive levels for more than 15 years. Knowing the most important topics to include in your … We’ve provided a new hire orientation checklist to help you remember basic tasks like payroll and compliance paperwork, office setup and security badges, and the most important task—making the new hire feel welcome. You can avail of this either using a private carrier or through the state.