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MANAGEMENT’S ORIENTATION DUTIES

Management accountability. Line managers and supervisors must play an active andsupportive role for orientation programs to be effective. Typically, the new employee’s

supervisor is given a checklist of tasks to be done by a certain time. Once the checklist is

completed, it is signed and returned to human resources. Generally the checklist is filedin the employee’s personnel file. In the event of a dispute, the checklist documents

activities that may be very important.

Some companies send follow-up checklists for management duties that occur in the

future.

CHECKLIST: Management orientation duties

The following list is general and basic. Each company will have unique tasks that should

 be added or modified.

 ____ 1. Formally welcome the new employee to the work unit.

 ____ 2. Introduce the new employee to every coworker. If the employee will interface

with other employees outside the work unit, introduce those individuals also.

 ____ 3. Show the new employee the work area, supplies, restrooms, lounge and any

other areas of interest.

 ____ 4. Describe the job, work procedures, duties and responsibilities in full.

 ____ 5. Provide a copy of the job description, organization chart, company telephone book and any work manuals or written procedures (list those provided on the back of this checklist).

 ____ 6. Explain how the phone system works.

 ____ 7. If the new employee is a smoker, address any limitations on smoking in the

 building and related rules.

 ____ 8. Explain the photocopier and rules associated with its use.

 ____ 9. Discuss the use of company cars and travel rules if applicable to the job.

 ____ 10. Itemize training that has been scheduled. Advise employee of training options.

 ____ 11. Tour the work area. If applicable, assign locker, parking space, equipment and

 passwords.

 ____ 12. Discuss attendance, personal conduct and appearance standards. Provide

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number for calling-in if absent.

 ____ 13. Review job and production standards and how each is applied to the newemployee’s job.

 ____ 14. Explain how performance will be measured and evaluated.

 ____ 15. Describe the conditions of employment including work hours, pay periods and

distribution, overtime requirements and notice, work rules and policies.

 ____ 16. Recap safety rules, how to report an emergency or violation and point out

safety equipment, fire escapes, exits, first aid kits, etc.

 ____ 17. Arrange for the employee to be issued a security badge and discuss procedures

associated with its use.

 ____ 18. Identify resources for the new employee to ask questions and consult with anywork-related problems.

 ____ 19. In the event of the supervisor’s absence, discuss whom the employee should

report to and how to handle issues and problems.

 ____ 20. Encourage the employee and offer help. Make arrangements so that the newemployee will not eat lunch alone.