Recruit, Motivate, Coach, inspire


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Day One – authorized HR Representative or Supervisor


  1. Entrance greeting & welcome - be on time!

    1. Provide the new employee with a copy of the completed Orientation & Training Schedule & Supplemental Training Schedule (if applicable).

  2. Administrative Processing - FOLLOW the Orientation & Training Schedule.

    1. Introductions and Tour

      1. Restroom, Break Area & Company Bulletin Board (Employment Law Postings)

    2. Parking, Security & Building Access guidelines

    3. Workstation Set up

      1. Phone instructions & set up voice mail set up

      2. Supplies

  3. HR & Payroll Processing - FOLLOW the Orientation & Training Schedule.

    1. Complete remaining portions of all New Hire Forms required

      1. Review forms returned by new employee – complete employer portion

      2. Reference New Hire Forms Checklist for additional required forms.

        1. FULLY complete Form I9

        2. Signed Non-Disclosure & Confidentiality Agreement (if applicable)

      3. Reference New Hire Forms Checklist

    2. Issue Company Equipment – SIGNED Acknowledgement & Deduction Authorizations

  4. Organizational Overview

    1. Policies and Procedures - Customize & Use New Hire Orientation PowerPoint

      1. Organizational Chart

      2. Employee Handbook Review

      3. Compliance Plan Review

        1. Open Door Environment

        2. Red Flag Reporting

      4. Managers Manual Review & Training (for supervisory level associates)

      5. Job Manuals, Standard Operating Procedures

    2. Compensation & Benefits – Customize & Use New Hire Orientation PowerPoint

      1. Pay Rate, How Work Hours are Tracked, Overtime & Pay Schedule

      2. Medical, Dental & Other Related Benefits Enrollment Forms & Summary Plan Descriptions (SPDs), if eligible

      3. Retirement Enrollment (eligibility, if applicable) Forms & SPDs

      4. Other Supplemental Insurance, Flexible Benefits, Disability Forms & SPDs

    3. Time Away from Work - Customize & Use New Hire Orientation PowerPoint

      1. Paid Leave Policies

      2. Holidays (see Payroll Calendar)

      3. Office Closures (Inclement Weather or Other)

    4. Transition (if time allows)

      1. Refer to Supervisor and/or Mentor

      2. FOLLOW the Orientation & Training Schedule.
  • Post Day One up to 90 Days


    1. FOLLOW the Orientation & Training Schedule.

      1. Review the Supplemental Training Schedule commitments, if applicable.

      2. Job Description Review – Obtain a signature

        1. Should have been completed or updated during Recruitment & Selection.

        2. Reference Job Description – Sample.

        3. Discuss Performance Standards – tied to the annual review process.

      3. Schedule & follow through with daily 10 minute, 1 to 1 meetings – for at least the first week of work.

      4. Schedule & follow through with weekly 10 minute, 1 to 1 meetings – from end of week 1 through end of 90 days.

      5. Introduction to Mentor or Peer Coach

      6. Review & pre-schedule 90 Day Performance Appraisal process

        1. Reference Performance Management Guide
  • Add Employee Information to Payroll


    1. Notify external provider with required paperwork if applicable.
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