Supervisor's Checklist

Printable version: Checklist for New Employees (PDF)

Supervisor's Checklist for New Employee Orientation

First Day on the Job:

A new employee may be anxious about starting a new job. Try and create a comfortable environment and remember not to overwhelm the employee. On the first day you should:

	Give a warm welcome and discuss the plan for the first day
	Tour the employee's assigned work space
	Explain where rest rooms, refreshments, and break areas are located
	Provide required keys
	Arrange to have lunch with the new employee
	Tour the building and immediate area and introduce the new employee to other staff members
	Introduce the new employee to the person you've identified as a buddy (if appropriate)
	Review job description card
	Review the department's (or office's) organizational chart and explain its relationship to campus
	Review your office's policies and procedures including: Working hours Telephone, e-mail, and internet use Office organization (files, supplies, etc.) Office resources (directories, dictionaries, style manuals, computer program manuals, staff listing, etc.) Staff meetings Accountability Customer service philosophy Confidentiality Ethics

During the First Week:

	Review employee work area to ensure needed equipment is in place
	Set up a brief meeting with the employee and the assigned buddy to review the first week's activities (if appropriate)
	Schedule meeting with Department Personnel Manager to: Complete required paperwork Review personnel policies and procedures Learn about benefits (health & life insurance, select benefits, etc.) Schedule Campus New Employee Orientation (if it has not been scheduled) Explain time cards Review vacation/sick/personal leave policies Obtain UC ID Obtain Parking Permit (if appropriate) Have appropriate office personnel review: After-hours and weekend office access General review of accounting (if appropriate) Listing of account numbers (if appropriate) Journal vouchers (if appropriate) Travel and reimbursement Diners Club credit card Campus mail services Office supplies Copy machine and fax use Review office safety issues: Computer competency with CAL PACT self-assessment tools (if appropriate) Overview of policies and procedures, including confidentiality and software piracy issues Assess knowledge of department's hardware and software

Review employee work area to ensure needed equipment is in place

Set up a brief meeting with the employee and the assigned buddy to review the first week's activities (if appropriate)

Schedule meeting with Department Personnel Manager to:

Complete required paperwork
Review personnel policies and procedures
Learn about benefits (health & life insurance, select benefits, etc.)
Schedule Campus New Employee Orientation (if it has not been scheduled)
Explain time cards
Review vacation/sick/personal leave policies
Obtain UC ID
Obtain Parking Permit (if appropriate)

Have appropriate office personnel review:

After-hours and weekend office access
General review of accounting (if appropriate)
Listing of account numbers (if appropriate)
Journal vouchers (if appropriate)
Travel and reimbursement
Diners Club credit card
Campus mail services
Office supplies
Copy machine and fax use

Review office safety issues:

Computer competency with CAL PACT self-assessment tools (if appropriate)
Overview of policies and procedures, including confidentiality and software piracy issues
Assess knowledge of department's hardware and software

Within the First Month of Employment:

	Remind the employee to view the Ethics and Conflict of Interest Briefings for New Employees
	Meet with employee to review: Job description Performance standards Work rules
	Send employee to New Employee Orientation to review: Campus culture Campus structure Health and safety Campus tour Benefits overview Check to be sure employee has signed up for benefits prior to enrollment deadline

Within Six Months of Starting:

	Revisit performance standards and work rules
	Schedule performance appraisal meeting