Employee Orientation Checklist Template

Orientations for new hires enable an organization to help its people integrate into the company’s system and develop friendships. As a manager, you better understand the importance of orientation for new employees, and there is a high chance that they will struggle to understand the rules and principles of a new workplace.

What is an employee orientation checklist?

It is a comprehensive list of things to do to cover every aspect of orientation. It helps managers who want to perform orientation and effectively introduce the company’s workers to the new system. As every organization is different, there can be different steps in the orientation process, and managers or employers might want to design the checklist according to their requirements and preferences.

Employee Orientation Checklist Template for Excel

Excel File Template

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Employee orientation checklist -xltemplates.org

Excel File Template

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How do you create a checklist for newly recruited people?

To create a comprehensive checklist that is useful and also makes new hires productive, you can follow the steps given below:

Talk to the employee

Before onboarding, you should talk to the employee and inform them how things work. This is very important for a new person, especially one who is introverted and doesn’t socialize much. The newly recruited person mentally prepares himself for the things he will have to confront in the orientation, and he prepares himself to give his best.

Consider the needs of the company.

Every company conducts orientation according to its own needs. Some companies encourage a friendship culture among employees, while others discourage it. So, if the companies’ needs differ, there can be many differences in how they perform orientation and what procedures they would like to see in the orientation session.

Include introduction details

This checklist should remind the manager about what to include in the introduction. The introduction matters greatly, especially when a manager tries to introduce one person to the entire company staff. He should try to add relevant details and ensure he does not say anything offensive to anyone.

Add completion of paperwork details.

When an employee joins the company for the first time, he is expected to complete the essential paperwork before joining. This usually includes signing a contract with the company, providing supporting documents, signing other documents, and much more. The onboarding checklist reminds the company manager to be efficient and professionally perform the paperwork so that the company doesn’t face any problems in the future.

The developer plans to share the company’s details

In the orientation session, newly hired people are given a comprehensive introduction to the company. Although they must have enough information about the company at the time of application, hearing it from the manager is different. Mostly, the employee comes to know a lot from the manager.

How to use the orientation checklist template?

The orientation process is almost the same in every company, but some organizations like to add a few more steps to it because they believe it is essential, and sometimes they do it because they want to stand out. So, even if you find a readymade checklist for carrying out the orientation process smoothly, you will still have to work on it to align with your company’s needs and requirements.

If you get a template from the internet and feel it will save you time, you can consider using it. However, remember that no template will fit your needs exactly. Therefore, going for a customizable template is important as it will allow you to add more steps and remove those that are not relevant.

It is ready to use when you have personalized a template and made it fit for your organization. This checklist can be shared when the employee is absent and wants someone else to attend orientation.