Supervisor's Orientation Checklist
Human Resources Management California State University, Los Angeles
The supervisor and the employee should meet to discuss Items *(2) A, B, C, D; *(3) A, B, C, D, E; *(7) A, B, C; and *(8) A, B on the employee's first day of appointment,
promotion, or reassignment.
MAILED BY:
DATE:
The remaining items can be communicated within the first two weeks of the appointment. Upon completion, please return this form to HRM, Admin. 606, mail code 8534-01. This
form will be placed in the employee's personnel file.
EMPLOYEE:
Check when discussed
(Line through if not applicable)
1. Introductions
F. FERPA compliance training. Check off after employee has submitted the certificate. Copy of
. To administrative staf
certificate goes to HRM for personnel file. Visit http://www.calstatela.edu/its/policies/ferpa
7. Review Job
B. To fellow workers
C. To other work associate
*A. Review and discuss position description; insure employee signs and returns the position
description to HRM
D. To assigned "buddy" (optional)
*B. Show em
lo
ee work area
s
2. Work Area *C. Safet
re
uirements
MSDS-Material Safet
Data Sheets
area concerns
*A. Tour of building (location of restrooms, etc.
D. Job behaviors
courtes
attendance
res
onsibilit
etc.
*B. Storage for personal propert
E. Im
ortance of
o
*C. Show emergency procedures and exit
F. Relation of
ob to others in unit
de
artment and
or interde
artmental relationshi
*D. Location and storage of hazardous materials (if applicable
G. Confidential information
E. Overview of department/uni
8. Job Instruction (encourage questions)
F. Review of organization char
*A. Use of e
ui
men
3. Personnel Policies (review applicable collective bargaining agreement) *B. How to re
ort deficient or unsafe condition
*A. Starting and quitting tim
C. Discuss and demonstrate exam
les of wor
*B. Hours per week (time record)
D. How to com
lete forms to be use
*C. Lunch and break periods (location of eating facilities
E. How to secure su
lie
*D. How to report tardiness, absence or leave from work are
F. How and where to store wor
*E. How to report job-related injurie
9. Explain Quality and Quantity of Work
4. Vacation and Sick Leave Policy
(review applicable collective bargaining agreement)
. Im
ortance of accurac
. Review number of days and accrued per yea
B. Im
ortance of
ualit
B. Eligibility date
C. Performance evaluation s
stem
robationar
and
ermanent status
C. How to request vacation and sick leav
10. Review on On-Job-Orientation
5. Public Relations
. Review the em
lo
ee's
ro
ram after two weeks on the
o
. How to greet the publi
B. Answer an
uestion
s
the em
lo
ee ma
hav
B. Information to give when answering the telephone (demonstrate
C. Encoura
e em
lo
ee to alwa
s feel free to discuss an
concern
C. How to take, record and distribute messages (sample
D. How to handle problem telephone calls (obscene caller, bomb threat
E. How to use '8' line to dial off-campu
We agree that the checked items have been discussed.
This form will be used to establish a basis for probationary appraisals.
6. Communication Media
EMPLOYEE'S SIGNATURE DEPARTMENT DATE
. Location and review of office policies and procedures manual
B. Location and use of mail servic
C. Staff meeting
SUPERVISOR'S SIGNATURE DATE
D. Bulletin board
E. Location of Staff Newsletter, Univ. Bulletins, Info. Memos, Job openings, etc.
HRM-053A (06/05)
AN EQUAL OPPORTUNITY/TITLE IX EMPLOYER