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Duke University
Duke University
Guidelines
Manager/Supervisor
Orientation Checklist
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Who
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Date
Complete
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PRE-ARRIVAL
Communicate Information
- Send Welcome Packet
to new employee including:
- Welcome Letter—confirming
position, title, salary, supervisor, when & where to report (see
sample)
- Duke Staff Handbook
- Union contract
(if appropriate)
- Call new employee
to confirm start date, place, etc.
- Send internal memo
to the department announcing new employee’s arrival date and duties
(see sample)
- Contact payroll
and benefits administration—submit PCN (transfer or Employment Notice
(new employee)
Prepare the work
area
- Insure cleanliness
and order of work area
- Order supplies,
name plate, business cards, procurement care, office keys
- Order/install telephone
and assign number or complete change order)
- Arrange for computer
and software installation
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Assemble a new employee
packet including:
- Welcome Letter
- Copy of job description
- Statement of department
goals/mission/vision
- Department member
biographies (see sample)
- Department phone
list ("Whom to Call for What" list)
- Department organization
chart
- Department map
- List of all current
department projects
- Duke/Durham/RTP
Maps
- Office supply order
procedure
- Severe weather
plan
- Personnel policies
- Normal work hours/time
report and procedures
- Meal break/work
break policies
- Duke publications:
newsletters, newspapers, brochures
- Workplace attire
information
- Conflict of interest
and solicitation policies
- Attendance policies
- Safe and healthy
work environment policies
- Parking procedures
- Emergency procedures
- Building access
procedures
- Telephone/email
policies
- Jargon and acronyms
list (see sample)
- Duke momentos (Duke
mug, keychain, notebook)
- Computer program
manuals
- Duke and Durham
phone book
Other Pre-arrival
Tasks
- Schedule computer
training
- Select a "buddy"
(see "Buddy" Selection Criteria)
- Coordinate a meaningful
first work assignment arrange for lunch with the appropriate person
for the first day
- Schedule Medical
Center or Campus Orientation
- Establish training/education
record
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"Buddy"
Selection Criteria:
- Demonstrates high
performance
- Is given time to
be accessible to the new employee
- Is skilled in the
new employee’s job
- Is proud of the
organization
- Is a peer of the
new employee Has patience and good communication and interpersonal skills
- Wants to be a
"buddy"
- Is a positive role
model (well regarded and accepted by current employees)
- Has been selected
in advance and trained in "buddy" responsibilities
"Buddy"
Responsibilities
- Be an informational
resource for the new employee on policies, procedures, work rules, norms,
etc.
- Help socialize
the new employee
- Assist in training
the new employee
- Be a tour guide
- Identify resources
- Provide introductions
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ARRIVAL
- Greet the employee
and introduce the employee to co-workers and work areas
- Review the information
provided in the new employee orientation packet
- Review job description
- Review assignments
awaiting the employee
- Describe the relationship
between the department and the institution
- Review the first-week
schedule of activities
- Assign first project
and schedule specific feedback session
- Introduce to "buddy"
- Coordinate/take
the employee to lunch
- Obtain parking
pass and Duke ID
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- Review mission,
vision, guiding principles
- Insure the new
employee understands the relationship between their job, the department
and the institution
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Explain the new employee’s
relationship with other roles in the department
Describe customer
service expectations
Describe monthly
report requirements
Insure technical
competence
Schedule technical
training as necessary
Review pay policies
and schedule
Review current, 90
day, 6 month, and 1 year department priorities
Review teamwork expectations
Set up 1:1 meetings
with team members and other resources
Discuss performance
expectations
- Meet regularly
with the new employee to answer questions and insure that the new employee
is becoming acclimated to the department and position responsibilities
- Discuss the guiding
principles and how the new employee has seen them "in action"
within the department
- Insure that employee
has signed up for benefits
- Encourage the employee
to visit special Duke locations (Duke Chapel, Duke Gardens, Duke University
Art Museum, Primate Center, Duke Libraries, etc.)
- Discuss/support
community initiatives
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- Establish performance
goals with the new employee
- Regularly review
progress of new employee
- Encourage feedback
from the employee on the orientation process
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- Celebrate the completion
of the 90-day probationary period
- Regularly review
progress of the employe
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