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New Employee Orientation Checklist

Document Type: Procedure
Version: 1.0
Last Updated: February 2026
Distribute To: HR, All New Employees

Purpose​

Ensure all new employees receive consistent orientation covering safety, company policies, and job-specific requirements before beginning work.

Pre-Start Requirements (Before First Day)​

HR/Admin Tasks​

  • Background check completed (if required)
  • Drug screening completed (if required)
  • Employment eligibility verified (I-9/E-Verify)
  • Tax forms completed (W-4, state forms)
  • Direct deposit form completed
  • Emergency contact form collected
  • Employee handbook acknowledgment signed
  • Photo ID and badge issued
  • Benefits enrollment scheduled

Documentation Collected​

  • Driver's license copy (if driving required)
  • Social Security card copy
  • Certifications/licenses (trade-specific)
  • OSHA 10/30 card (if applicable)
  • Union cards (if applicable)

Day 1 Orientation​

Safety Orientation (MANDATORY - 2-4 hours)​

  • Company safety policy overview
  • Emergency procedures and evacuation routes
  • Personal Protective Equipment (PPE) requirements
  • Hazard communication (HazCom/GHS)
  • Incident and near-miss reporting
  • First aid kit and AED locations
  • Site-specific hazards (project-based)
  • Safety orientation sign-off completed

Company Overview (30 minutes)​

  • Company history and values
  • Organizational structure
  • Key personnel introductions
  • Office/shop tour
  • Break room, parking, facilities

HR/Admin (30 minutes)​

  • Timesheet procedures explained
  • Pay schedule and payday
  • Time-off request process
  • Benefits overview appointment scheduled
  • Company communication tools (email, app, etc.)

IT/Equipment (30 minutes)​

  • Email account setup
  • Company phone/tablet issued (if applicable)
  • App logins provided (PM software, time tracking, etc.)
  • Equipment checkout procedure
  • Company vehicle policy (if applicable)

Week 1 Training​

Job-Specific Training​

  • Review job description and expectations
  • Introduction to immediate supervisor
  • Introduction to team members
  • Tour of current projects (if field)
  • Department-specific procedures reviewed

Documentation Training​

  • Daily report requirements
  • Photo documentation standards
  • RFI/Submittal process (if applicable)
  • Change order awareness
  • Quality documentation requirements

Safety Follow-Up​

  • Tool and equipment training
  • Competent person requirements explained
  • Trade-specific safety training
  • First toolbox talk attended

30-Day Check-In​

Supervisor Review​

  • Performance discussion
  • Address questions or concerns
  • Verify all training completed
  • Confirm documentation being submitted correctly
  • Identify additional training needs

HR Follow-Up​

  • Benefits enrollment confirmed
  • Payroll issues resolved
  • Emergency contact verified
  • Employee handbook questions addressed

90-Day Review​

Performance Evaluation​

  • Probationary period review (if applicable)
  • Skills assessment
  • Training gaps identified
  • Goal setting for next quarter
  • Compensation review (if applicable)

Orientation Sign-Off​

Employee Acknowledgment​

I confirm that I have received and understand the orientation materials provided. I have had the opportunity to ask questions and have received satisfactory answers.

Employee Name: _______________________

Employee Signature: ___________________

Date: _______________________

Supervisor Acknowledgment​

I confirm this employee has completed all required orientation activities.

Supervisor Name: _______________________

Supervisor Signature: ___________________

Date: _______________________

  • Safety Orientation Checklist (detailed)
  • Employee Handbook
  • Benefits Summary
  • Emergency Contact Card
  • Department-Specific Procedures

Notes​

  • All orientation activities should be completed within the first 30 days
  • Safety orientation MUST be completed before any field work
  • Retain signed orientation checklist in employee file
  • Update annually or when regulations change

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