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New IT employee orientation checklist

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					New IT employee orientation checklist

Version 2.0 Sept. 1, 2005

Introduction
IT managers spend a lot of time and effort interviewing and hiring personnel, and most can’t wait to assign IT duties to the new person once he or she is on board. But some managers don’t place a lot of importance on formal orientation procedures for new hires. That's unfortunate, because it's important to acquaint a new employee with department processes and procedures right off the bat and in an organized fashion. That first day is a jumping-off point for your employee’s relationship with the company, and you want to set a good tone right away. This orientation checklist was developed by Mike Sisco, CEO of MDE Enterprises, an Atlanta-based IT management training and consulting company. “A new employee is normally anxious about joining a new company—excited, but a little nervous,” Sisco says. “A thorough orientation will quickly help the employee feel more comfortable and a part of the new organization. More important, spending quality time with your new employee early on shows a true commitment on your part and increases the employee's desire to do a good job for his or her new manager." You don’t want to hit your new employee with a list of responsibilities within the first five minutes. Instead, you’ll want to start with the big picture—company mission, goals, and structure—and then move into details specific to the new employee’s job performance and duties. The checklist is structured to reflect this progression. It also includes suggestions for preparing for the new employee’s arrival, such as making sure all equipment is in place. With these things out of the way, the employee can focus his or her efforts more quickly the first day. You should treat employee orientation with the same organization you do other office processes. These orientation guidelines will help you welcome a new employee the right way.

Notes
Before your new employee starts, organize the items that help make him or her productive quickly, including:

Equipment
Prepare your new employee’s desk and set up the equipment and software he or she needs to perform the job. Having everything in place on the first day will set you apart from most managers. Important items to take care of include: • • • • • • • Cube/office location Phone setup PC/workstation setup Printer configuration setup User ID and password setup Office supplies Building, facility, and parking access cards and security codes

Benefits
A major part of making a new employee feel a part of the company is completing their benefits enrollment. Before the new employee's first day, give the employee a benefits package that includes the material he or she needs to understand the benefits and various available options. Schedule a time with the appropriate person in your company to conduct the enrollment process with the new employee on his or her first day. Getting this behind you will let you begin focusing the new employee’s efforts quickly.

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New IT employee orientation checklist

Orientation checklist for _______________________________________
Quick tour and introductions Benefits enrollment The company ___ Company mission ___ The company’s business ___ Company organization ___ Key departments relative to IT support ___ Strategic plans Clients ___ IT products and services provided ___ Key clients ___ Client demographics ___ The best and the worst, and why ___ Key needs and challenges ___ Plans Company departments ___ Key departments and their key people ___ Department needs ___ Plans IT organization ___ Mission ___ Organization chart and major focus areas ___ Job description and responsibilities of the new hire ___ Role within the IT organization ___ Key focus areas of the new position ___ Keys to success ___ Overview of other key IT staff and their responsibilities ___ Challenges ___ Opportunities

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New IT employee orientation checklist IT vision and plan for the future Key IT projects and status IT procedures/processes that affect the new employee Performance planning and performance review guidelines Career planning approach and guidelines Education and training guidelines Miscellaneous ___ Phone list(s) ___ After hours IT phone list ___ Expense reporting ___ Timesheets (if required) ___ Security codes, cards, etc. ___ User ID & passwords to systems Training plans for the new employee

Employee: _____________________________________________Date: ______________________

Manager: ______________________________________________Date: _______________________

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New IT employee orientation checklist

Additional resources
• • • • • • • Sign up for our Downloads Weekly Update, delivered on Mondays. Sign up for our TechRepublic NetNote, delivered on Mondays, Wednesdays, and Thursdays. Sign up for our IT Management NetNote Check out all of TechRepublic's newsletter offerings. "Priorities in new hire orientation" (TechRepublic article) "Encourage professional growth with this development plan template" (TechRepublic template) "Employee Separation Checklist" (TechRepublic download)

Version history
Version: 2.0 Updated: Sept. 1, 2005—Reformatted as checklist; introduction and resources added Originally published: July 8, 2002

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