New Employee Checklist
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5New Employee Checklist
EMPLOYEE INFORMATION
Employee Name: (First, Last, Middle Initial)
Employee Number
Hire Date
Department Name
Job Title
Check off each item after discussion between new employee and supervisor. Sign when completed and provide a copy to the
employee and retain the original in the Department File.
Section I: Preparing for Your New Employee’s Arrival
Create the new employee’s first impression while confirming (s)he made the right decision.
Do:
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Departmental announcement (Optional: Welcome sign/ welcome gift)
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Establish telephone, computer access, email accounts, ID badge request via the
Lotus Notes Online
Access Request
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Workspace preparation
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Update phone lists, department directories, databases, organizational charts
Discuss:
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Provide critical first-day information (e.g. where to report, report time, contact numbers, where to park, etc.)
Plan for Next Phase – First Day
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Prepare itinerary for first week, schedule appointments with key personnel
Section II: Welcoming Your New Employee: The First Day
Welcome the new employee and provide them with the information to get started.
Review What’s Occurred:
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Confirm all administrative requirements have been completed.
Do:
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Welcome to the workplace – Introduction to staff & tour of workplace
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Assignment of a co-worker ‘buddy’
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Ergonomic Assessment of Workstation
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Key and/or access card issuance, Building Security Overview
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Give time for the new employee to set-up work area
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Secure additional items needed by the new employee
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Have co-worker ‘buddy’ go to lunch with the new employee
Discuss:
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Review itinerary for first week
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The Position Description
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Customer Service Standards
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Code of Conduct
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Discuss Performance Expectations (work quality & quantity requirements)
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Assignments and timelines
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Probationary Period
(midpoint evaluation & final evaluation)
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Parking & Transportation Services
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Performance Appraisals
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Rate of pay,
salary
range, shift differential, overtime, on-call, call back (as applicable) Pay periods, Bi-Weekly
Payroll Calendar,
KRONOS
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Hours of work, schedule, break/lunch policies, holiday, attendance standards, dress code
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UC Davis Health System Onboarding: New Employee Checklist
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