Orientation Checklist Employee Information Last Name:_________________________ First Name:_________________________ Middle Initial:_______________ Address:___________________________ City, State:__________________________ Zip Code:___________________ Home Phone:_______________________ Cell Phone:__________________________ Other:_____________________ Emergency Contact: Name:_______________________________________ Phone:_____________________________ Start Date:__________________________ Position:_________________________________Full / Part / Temporary Social Security Number:______________________ Driver’s License / State:____________________________________ Date of Birth:_______________________________ Permission to Publicize Birthday? Yes / No Initials:_____________
Prior Preparation Send letter to candidate confirming start date, position, rate of pay, and initial work schedule (Optional) Send W-4, I-9, and other non-confidential forms for employee to complete and bring in Notify the staff of the new employee’s name, position, and start date Notify internal departments as needed (or perform these functions accordingly as described below): o Payroll, to initiate pay process o Human Resources, to initiate personnel file and record o Benefits, to initiate paperwork o Corporate office, as needed o Radiology, to order radiology dosimetry badge o Marketing, to add to mailing list as needed o IT, to set up computer access o Telephone Communications, to set up telephone access Assign the necessary items: o Timecard, or computerized time clock log-in and password o Operating software log-in and password access o Network email address if applicable o Locker o Mailbox o Telephone Extension o Security card o Keys if needed Order the necessary items: o Business cards o Name tag o Identification card o Radiology badge o Uniforms Collect the necessary documents: o Employee Policy Manual o Hospital Safety Manual o Work schedule o Training Program, with assigned mentors Begin Personnel File o Resume, references, and employment application
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Employment Contract, if applicable Licenses, Certifications, and Diplomas if needed Interview documents Enter into computerized staff lists as needed (email list, address list, birthday list, etc.)
Orientation Meeting Give documents for employee to fill out: o W-4 o I-9 o Insurance, EAP, Benefits, Etc. Review and Discuss: o Mission, Values, Code of Conduct o Employee Policy Manual and Acknowledgement of Receipt o Safety Manual and Acknowledgement of Receipt o Job Description o Performance Evaluation System o Progressive Discipline System
Documents to Complete/Confirm W-4 Federal Withholding Allowance Certificate I-9 Form, Employment Eligibility Verification Direct Deposit of Paycheck form Photocopies of Professional Licenses (verified) o Veterinary Technician o DVM o Other:__________________________ Employee Policy Manual Signed Acknowledgement of Receipt Safety Manual Signed Acknowledgement of Receipt Job Description Original with Signature (copy to employee) Benefits Documents as applicable: o Health Insurance (also Dental, Vision, Mental, etc.) o COBRA Notification Documents o Employee Assistance Program (EAP) o Life and/or Disability Insurance (short-term, long-term) o 401k Eligibility Requirements Set up Reminders for the following: o Business cards ordered after the introductory period o Training timeline and deadlines o Introductory period review meetings o Performance Evaluation dates
Obtain initials for Birthday Announcement Permission, top of this form
Employee On-Boarding Greet on first day of work and give another brief tour of the facility, introduce to team members Give instructions on clocking in and calling in when absent or late Demonstrate where to park, where to store belongings, where breaks can be taken, etc. Introduce to Training Mentor Present name badge, security card, radiology badge, email address, locker, mailbox, work schedule, uniforms, etc. Present current copy of Employee Phone List If applicable, give Biography to fill out and take photo to add to bulletin board
Copyright Š 2008 by interFace Veterinary HR Systems, LLC