MANAGEMENT’S ORIENTATION DUTIES Management accountability. Line managers and supervisors must play an active and supportive 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 filed in 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
number for calling-in if absent. ____ 13. Review job and production standards and how each is applied to the new employee’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 any work-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 new employee will not eat lunch alone.