New employee orientation checklist

The agenda for the orientation session: company, workplace, rules, tools and people.

Use it on screen
New employee orientation…WelcomeWorkplaceRules and payClose🗺️
How to use itRun orientation on the first day or in a weekly group session. Tick each topic and have the new hire sign that they attended.

When you need the new employee orientation checklist

Orientation is the structured introduction every new hire gets, regardless of role. It is shorter than onboarding and covers what everyone needs to know.

For shift teams, show people how to read the schedule, request time off and clock in and out correctly, because these affect their pay.

14 items. Complete it digitally or on paper, whichever your team prefers.

Welcome

Workplace

Rules and pay

Close

Starting with the new employee orientation checklist

  1. Schedule it as paid work time.
  2. Keep slides or notes short.
  3. Let people practice clocking in.
  4. Leave time for questions.
  5. Ask for feedback at the end.

The new employee orientation checklist on an ordinary week

A hotel runs orientation every Monday for new hires across departments. In three hours they tour the property, hear from HR about pay and time off, practice clocking in on the kiosk, and meet their department buddies.

What the new employee orientation checklist protects you from

Form I-9 deadlines are fixed by federal law, and missing them can bring fines in an audit. A signed attendance record also shows each new hire was told the attendance, timekeeping and injury reporting rules.

Sample new employee orientation checklist, filled in

Date and group Monday Nov 2, 4 hires: housekeeping and front desk
Tour Staff entrance, locker room, laundry, lot C parking
Assembly point Front lawn by the flagpole
Injury reporting Tell supervisor same shift; form at HR
Clock-in practice All 4 punched in at kiosk; 1 PIN reset
Pay Biweekly Fridays, first check Nov 13
Attendance signed 4 of 4

Riverbend Inn, a 60-room hotel in Savannah, caught a PIN problem during practice instead of on the employee’s first shift. The pay line gives the actual first check date, which new hires always ask about.

What we see go wrong with a new employee orientation checklist

Make the new employee orientation checklist fit your setup

High-turnover hourly teamsRun a short recorded welcome for the basics and use live time for the tour and practice clock-ins.
Office and remote rolesRun part of orientation by video, and include how to reach IT and how meetings and messaging work.
From the fieldGive every new hire one small task to complete before lunch on day one. Doing something real makes the first day feel like work instead of a lecture.

New employee orientation checklist questions, answered

How long should it be?

Two to four hours is common.

Group or one-to-one?

Group sessions save time when hiring often.

Is it paid?

Yes.

How is it different from onboarding?

Orientation is a session; onboarding lasts weeks.

What paperwork must a new hire finish on the first day?

The employee completes Section 1 of Form I-9 by the first day of work, and the employer completes Section 2 within three business days. A federal Form W-4 and any state withholding form should be done before the first payroll. Employers must also report new hires to the state, usually within 20 days.

What safety topics must orientation cover?

Where your workplace has an emergency action plan, OSHA requires reviewing it with each employee at initial assignment. Workers who may be exposed to hazardous chemicals need hazard communication training before they start that work. Add any job-specific training, such as lifting or forklift rules, before the first task.

Useful next reads

More for the same job

Related guides and tools

A checklist for every start and exit

Run new hires through an onboarding track in EZTime, collect signed forms, and use the offboarding track when someone leaves. Book a demo if you want a walkthrough.

General information to adapt to your business. Examples on this page are fictional.