Help your new hire to make the best possible start by using a clearly defined orientation checklist. Find out what to include here
As part of the onboarding process, your organisation should create and follow an orientation checklist. This helps you to introduce the new hire to information and people in a controlled way.
A good orientation checklist will give the new hire both the means and incentive to start their job well, thereby preventing a long period of reduced productivity (or at worst, quitting). It will also save time in the long run for supervisors and co-workers. Here are our tips for what to include:
Complete outstanding admin
Issue any passes or keys the employee needs. Make sure outstanding HR forms are completed. Plus as any part of an orientation you should provide them with a employee handbook if you have not already done so. Knowing their rights and having the knowledge to access organisation policies and procedures will make your new team member feel moresecure.
Health and safety briefing
The brief should include emergency procedures, risk and safety procedures associated with the workplace and individual health and safety needs.
As well as a thorough job description you should also provide any important contextual documents that may help (such as last year's final report). Allowing the new hire time to familiarise themselves with materials that will enable them tostart work more confidently and productively.
It is useful to give the new hire more focus on what they should expect to achieve in their first few months to a year. Suggesting areas of focus in the context of performance goals will allow them to target their approach to the role more effectively and not feel overwhelmed. Developing realistic job expectations will give job satisfaction and improved productivity.
Show the employee all the basics, including how your telephone system operates and any other general organisation systems such as how to request holiday, billing, time sheets (if relevant) etc. Induct them in any company software or equipment relevant to their role.
Immediately schedule any further training that will be required. This will make the new hire more comfortable knowing that their training needs are being addressed and allow them to better plan their work (i.e. the completion of certain tasks after training). More information on training new employees can be found here.
Brief the employee on the organisation's structure as a whole - and how they fit in - as well as organisation background, objectives and ethos.
Orientation may also include various self-assessments for the employee to analyse what they want from the organisation. This shows the employee that you are concerned with their personal development needs.
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