Departmental Orientation Checklist

Employee: _______________________________ SSN: ____________________________

The supervisor shall note the date of completion next to each item and keep this checklist in the employee's departmental file. Due to accreditation requirements for the Health Sciences Center, a copy of each checklist for Health Sciences Center staff must be sent to the Human Resources office at the Health Sciences Center.

Ask the employee if he or she has submitted the following employment forms and pre-employment documentation:

• I-9 immigration form to the Division of Human Resources __________________
• Demographic form to the Division of Human Resources ____________________
• W-4 payroll form to the Division of Human Resources _____________________
• ERB Retirement Beneficiary form to the Division of Human Resources __________
• Licensure documentation (if required) to the Division of Human Resources ________
• Medical screening (if required) with Employee Occupational Health Services _________

Complete the following items on the first day of work.
Office orientation:

• Introduce coworkers. ___________
• Describe departmental functions and responsibilities. ___________
• Inform the employee of his or her work schedule, hours, breaks and space. ___________

Safety and security:

• Review fire plan. ___________
• Review emergency phone numbers. ___________
• Schedule the employee for required safety training.
• Hazard communication training (area specific): required if the employee has chemical exposure beyond normal household use. ___________
• Bloodborne Pathogen training: required if reasonable anticipation of exposure to blood or body fluids. ___________

Complete the following items within the first week:

• Review job description and evaluation criteria. ___________
• Review department business issues as appropriate (i.e. time sheets,
• annual/sick leave policy, keys, telephone, computer access, and work rules.) _________
• Discuss required and available training. ___________
• Employee completes Basic Annual Safety Training Program (received at HR orientation). _________
• Discuss policies and inform employee of the location of departmental copy of the
• University Business Policies and Procedures Manual. ___________

The above portion of the orientation has been completed:

Supervisor's Signature____________________Employee's Signature _________________________
As part of the departmental orientation, during the next three (3) months the supervisor should meet on a regular basis with the employee to discuss issues, review the employee's job description, expectations, and performance. Also, during the next six (6) months, the supervisor should meet with the employee to discuss career opportunities, promotions, and salary increases and introduce the new employee to key people and departments at UNM.

Comments may be sent to UBPPM@UNM.edu
http://www.unm.edu/~ubppm