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updated 12:04 PM, Oct 3, 2021 Africa/Johannesburg
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Employee Orientation Checklist

EMPLOYEE ORIENTATION CHECK LIST

 

Use these guidelines to conduct a simple yet effective employee orientation, ensuring that all important employment practices are communicated to employees. It is also a good workplace practice to regularly re-orientate employees every year or when changing employment practices in your Employee Handbook or Human Resources Manual.

 

Keep this Orientation Checklist on an employee's files for later use, for example, to demonstrate to the CCMA or Labour Court that employment practices have been communicated to a particular employee.

 

NAME

ID #

JOB TITLE

WORK UNIT

START DATE

RATE OF PAY

SUPERVISOR'S NAME

TELEPHONE NUMBERS

(W)                                     (H)

REVIEW DATE

TELEPHONE NUMBER

 

Department Structure and Functions

  • Overview of Department
  • Department Orientation
  • Customer Orientation
  • Organizational Chart
  • Function of work unit
  • Work duties of others in the work unit
  • Review of specific Departmental Procedures
  • Mission statement and operational objectives
  • Job duties and responsibilities
  • Performance standard for the job
  • Probation period
  • Issue an Employee Handbook
  • Where to get Department help and information
  • ___________________________
  • ___________________________
  • ___________________________

 

 Notes:

 

 

Physical Surrounding and Equipment

  • Work Area
  • How to use the Telephone
  • Location of supplies
  • Care of equipment
  • Parking
  • Keys and key control
  • Housekeeping and Safety
  • After hours access
  • Staff ID card
  • Fire extinguishers & exits
  • Smoking rules
  • Review of specific policies pertinent to department
  • ___________________________
  • ___________________________
  • ___________________________

 

Notes:

 

 

Pay For Time Worked

  • Pay Checks
  • Pay Dates
  • Check distribution
  • Problem with pay check, see supervisor
  • Changes in personal / income tax status (name address)
  • ___________________________
  • ___________________________
  • ___________________________

 

Notes:

 

Hours of Work

  • Work week and hours of work
  • Meal breaks - when and how long
  • Work schedule changes
  • Break periods - when and how long
  • Punctuality
  • Attendance
  • Review of relevant Human Resource Manual procedures
  • Required overtime, Sunday Work, night work or work on Public Holidays
  • ___________________________
  • ___________________________
  • ___________________________

 

Notes:

 

Leaves and Absences

  • Holidays
  • Vacation Leave Request
  • Vacation Leave Accrual
  • Use of leave and approval after six months of service
  • Sick Leave Request
  • Medical release may be required
  • Sick Leave Accrual Rate
  • Sick Leave w/o Pay
  • Compassionate / Bereavement Leave
  • Family Responsibility Leave
  • Department procedures on leave reporting
  • Leaving during working hours
  • ___________________________
  • ___________________________
  • ___________________________

 

Notes:

 

Rights and Responsibilities

  • Conduct and Dress Code
  • Effective Work Relationships
  • Professional Ethics
  • Telephone How to answer, Personal calls
  • Rules outlining the use of equipment/resources for personal use
  • Employee Assistance Program
  • Job injury reported to supervisor
  • Confidential Information
  • Complaint and Appeal procedures
  • Discipline process
  • ___________________________
  • ___________________________
  • ___________________________

 

Notes:

 

 

Other employment practices communicated

 

  1. _______________________________

 

  1. _______________________________

 

  1. _______________________________

 

  1. _______________________________

 

  1. _______________________________

 

  1. _______________________________

 

  1. _______________________________

 

Notes:

 

 

Original retained by Supervisor On Employee File

 

Date for follow up / re-orientation of employment practices: ____________________

Copy to Employee:

 

I, the undersigned, hereby confirm that the above-mentioned policies and procedures have been communicated to me.

 

__________________________                                _______________________

EMPLOYEE SIGNATURE                                                    DATE

 

I, the undersigned, hereby confirm that the above-mentioned policies and procedures have been communicated to the above-mentioned employee.

 

__________________________                                _______________________

SUPERVISOR'S SIGNATURE                                             DATE


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Gary Watkins

Gary Watkins

Managing Director

BA LLB

C: +27 (0)82 416 7712

T: +27 (0)10 035 4185 (Office)

F: +27 (0)86 689 7862

Website: www.workinfo.com
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