New Personnel Orientation & Onboarding Template

New Personnel Orientation & Onboarding Template

1. Purpose

The purpose of this procedure is to provide a process for orientation of new personnel.

The intent of providing this orientation is to prepare new personnel to:

  • Perform work in the company’s environment,
  • Become effective and able to work independently within 1 week
  • Help minimize job performance risks by providing a foundation for all activities, and
  • Increase awareness concerning job requirements related to any applicable regulations.

 

2. Scope

 

This procedure applies to all newly-hired regular, full-time and part time personnel.

Temporary and contracted personnel are given a sufficient orientation to meet their job responsibilities per the requirements.

The timeline represents a generic schedule of activities primarily for all new onsite consultants to follow. As appropriate, this timeline may also be used for other resources.

The key contact for each person during the first week is their immediate Manager. Additional new activities / meetings / training are identified and coordinated with the Manager.

Additionally, personnel may be required to receive additional orientation as identified and documented by the respective supervisors and managers.

 

3. Responsibilities

 

3.1 Human Resources and Immediate Supervisors/Managers

Human Resources/the Training Functions and immediate supervisors/managers are responsible for administering this procedure and for conducting the orientations.

Training requirements and facilitation of training for contracted personnel is the responsibility of the member of management interfacing with the contractor.

 

4. Definitions

 

4.1 Training Requirements 

Policies and procedures that are necessary for an employee to perform a job function according to standards.

4.2 Training Function

Personnel who work within the training system.

4.3 Field Personnel

Employees who do not have a primary office in any corporate facility. This includes sales management, sales representatives, clinical support specialists and field service personnel.

4.4 Core Curriculum

Universal training requirements that are assigned to personnel.

4.5 New Employee 

Any individual who is hired by the company and is on its payroll with no prior work experience, or an individual who returns to the company after a one year of break in service from employment.

4.6 Temporary Personnel

Any individual who is performing a job function for a specified amount of time at the company through an outside agency. 

 

5. Reference Documents

 

  • New Personnel Orientation Checklist
  • New/Transferred Personnel Departmental Orientation
  • Temporary / Contracted Personnel Orientation Check List
  • Personnel and Training Policy
  • Training Attendance List
  • Individual Employee Training Completion

 

6. Procedure

 

An orientation program is presented to all new employees by Human Resources (HR) or the training function. 

 

 

HR orientation checklists provide the list of subjects to be covered. These subjects are reviewed with new personnel to ensure that all items are covered.

 

 

Each subject is checked off on the checklist as it is reviewed.

 

6.1 Core Curriculum Orientation

 

The Core Curriculum portion of orientation is administered within 30 days of employment.

New hires have 60 days to complete the Core Curriculum and to document the Training.

6.2 Field Personnel Orientation

As appropriate, orientation to environment and product training for field personnel is administered within three months of employment and documented.

6.3 Department Orientation

A new employee department orientation packet is distributed by Human Resources or the training function to the employee’s manager or supervisor on or before the employee’s date of hire.

Department orientation of new personnel is completed by the employee’s manager or supervisor, using the New Personnel Departmental Orientation Checklist.

This orientation includes at a minimum an explanation of:

  • Department functions,
  • Job responsibilities and duties,
  • Policies,
  • Standard operating procedures, and
  • Career development.

 

6.4 Field Personnel Orientation

 

Temporary and contracted personnel are given an orientation by HR or the training function within the first week of assignment that includes a brief introduction of the following items:

  • Key Policies & procedures
  • General Conditions and Housekeeping Policies
  • Safety and Health Programs, where applicable

Temporary personnel are assigned awareness training on Core Curriculum at a minimum.

Temporary personnel who complete awareness training are documented as receiving training in the core curriculum.

Temporary personnel who become permanent hires will retain all orientation and training history.

If the temporary job function requires additional training, the manager or supervisor is responsible for facilitating this training with HR/the training function.

 

6.5 Field Personnel Orientation

 

All completed orientation checklists or forms are signed by the employee and/or Manager/Supervisor, as indicated on a particular form, and returned to Human Resources or the training function to review for completeness and accuracy.

Human Resources signs and dates each document when complete and correct.

The hard copy documents are placed in the employee’s personnel file as maintained by Human Resources.

 

 

THANK YOU!
Contact us today @

 

 

 

[email protected]

Tronmaster, LLC

Let’s Elevate Your Business

Ready to take your business to the next level? At Tronmaster, LLC, we specialize in helping companies achieve efficiency and growth through expert IT solutions. Reach out today and let us know how we can support your success. Let's build a more efficient future together.