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Staff Orientation Checklist Form Template

Easily Guide New Employees with This Comprehensive Checklist

Getting new staff up to speed can be challenging, but an effective orientation checklist can simplify the process. This orientation checklist template helps HR teams and managers ensure every employee understands key processes and procedures from day one. With clear steps for onboarding, compliance tracking, and employee engagement, you can improve your training efficiency, reduce the time to productivity, and ensure consistent experiences across your organization. Start using the live template now for a smoother onboarding process.

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Full legal name
Job title
Department or team
Manager or supervisor name
Start date
Work email
Work phone
Work location
Onsite
Hybrid
Remote
Field
Prefer not to say
Other
Please Specify:
Employment eligibility documents verified
Yes
No
Not applicable
Tax and payroll forms status
Completed
In progress
Not started
Not applicable
Background check completed (if required)
Yes
No
Not applicable
Equipment requested
Laptop
Monitor
Docking station
Keyboard or mouse
Mobile phone
Access card or keys
Uniform or PPE
Not applicable
Other
Please Specify:
If other equipment, please specify
Emergency contact details collected
Yes
No
Workplace tour completed
Yes
No
Not applicable
Introductions to team completed
Yes
No
Not applicable
Workstation set up and tested
Yes
No
Not applicable
ID badge or physical access issued
Yes
No
Not applicable
Payroll direct deposit set up
Completed
In progress
Not started
Not applicable
Accounts provisioned (select all that apply)
Please Specify:
Other systems required or notes
Passwords created and multi-factor authentication enabled
Yes
No
Not applicable
Acceptable use and security guidelines reviewed
Yes
No
Employee handbook provided
Yes
No
Code of conduct reviewed
Yes
No
Not applicable
Confidentiality and privacy policy acknowledged
Yes
No
Not applicable
Time off and attendance policy explained
Yes
No
Not applicable
Health and safety briefing completed
Yes
No
Not applicable
Emergency procedures and exits explained
Yes
No
Not applicable
Incident and hazard reporting process explained
Yes
No
Not applicable
Workstation ergonomics guidance
Completed
Scheduled
Not applicable
Facilities orientation (restrooms, break areas, supplies) completed
Yes
No
Not applicable
Mandatory training status
Completed
In progress
Not started
Not applicable
Role-specific training plan
Finalized
Drafted
Not set
Not applicable
Initial goals and expectations discussed
Yes
No
Not applicable
Any blockers or outstanding items to address
Work schedule and contact methods confirmed
Yes
No
Overall, how satisfied are you with your orientation so far
Very dissatisfied
Dissatisfied
Neutral
Satisfied
Very satisfied
How easy was it to find the information you needed today
Very difficult
Difficult
Neutral
Easy
Very easy
Additional comments or questions
New hire typed name (acts as signature)
New hire sign date
Supervisor typed name (acts as signature)
Supervisor sign date
Do you know who to contact for help with questions
Yes
No
Not sure
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Paper art illustration depicting a staff orientation checklist with relevant items for FormCreatorAI article.

When to use this form

Use this form when you onboard a new employee, intern, or contractor. It keeps every step clear: workspace, system access, training, policies, and introductions. Managers use it to coordinate with IT and HR before day one, while HR tracks completion and proof of training. Start early: after you submit a New hire request form, plan tasks with the New hire checklist form so nothing slips. If you uncover a reporting line or location change during onboarding, route updates through the Employee change form. The result: a consistent first week, faster ramp-up, and clean records for audits.

Must Ask Staff Orientation Checklist Questions

  1. What is the employee's start date, role, department, and manager of record?

    These basics drive provisioning, seating, and orientation timing. Clear ownership avoids delays and conflicting instructions.

  2. Which systems, tools, and physical access does the employee need on day one?

    Detailing apps, permissions, and badge needs lets IT deliver accounts and hardware in time. It also reduces security risk by granting only the access required.

  3. Which trainings are required, and by when?

    Listing safety, compliance, and role-specific modules with due dates helps you enforce policy and meet deadlines. It creates a single source of truth you can report on.

  4. Who will provide onboarding support during the first 90 days?

    Identifying a manager, buddy, and HR contact sets clear expectations and support channels. It improves engagement and shortens time to productivity.

  5. Have payroll details, job title, work location, and schedule been confirmed?

    Confirming these items prevents pay errors and misclassification. If compensation needs an update, submit a Request for salary change form.

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