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
A
. To administrative staf
f
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
s
*A. Review and discuss position description; insure employee signs and returns the position
description to HRM
D. To assigned "buddy" (optional)
*B. Show em
p
lo
y
ee work area
(
s
)
2. Work Area *C. Safet
y
re
q
uirements
(
MSDS-Material Safet
y
Data Sheets
,
area concerns
)
*A. Tour of building (location of restrooms, etc.
)
D. Job behaviors
(
courtes
y,
attendance
,
res
p
onsibilit
y,
etc.
)
*B. Storage for personal propert
y
E. Im
ortance of
o
*C. Show emergency procedures and exit
s
F. Relation of
j
ob to others in unit
,
de
p
artment and
/
or interde
p
artmental relationshi
ps
*D. Location and storage of hazardous materials (if applicable
)
G. Confidential information
E. Overview of department/uni
t
8. Job Instruction (encourage questions)
F. Review of organization char
t
*A. Use of e
q
ui
p
men
t
3. Personnel Policies (review applicable collective bargaining agreement) *B. How to re
p
ort deficient or unsafe condition
s
*A. Starting and quitting tim
e
C. Discuss and demonstrate exam
p
les of wor
k
*B. Hours per week (time record)
D. How to com
p
lete forms to be use
d
*C. Lunch and break periods (location of eating facilities
)
E. How to secure su
pp
lie
s
*D. How to report tardiness, absence or leave from work are
a
F. How and where to store wor
k
*E. How to report job-related injurie
s
9. Explain Quality and Quantity of Work
4. Vacation and Sick Leave Policy
(review applicable collective bargaining agreement)
A
. Im
p
ortance of accurac
y
A
. Review number of days and accrued per yea
r
B. Im
p
ortance of
q
ualit
y
B. Eligibility date
C. Performance evaluation s
y
stem
(p
robationar
y
and
p
ermanent status
)
C. How to request vacation and sick leav
e
10. Review on On-Job-Orientation
5. Public Relations
A
. Review the em
p
lo
y
ee's
p
ro
g
ram after two weeks on the
j
o
b
A
. How to greet the publi
c
B. Answer an
y
q
uestion
(
s
)
the em
p
lo
y
ee ma
y
hav
e
B. Information to give when answering the telephone (demonstrate
)
C. Encoura
g
e em
p
lo
y
ee to alwa
y
s feel free to discuss an
y
concern
s
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
s
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
A
. Location and review of office policies and procedures manual
B. Location and use of mail servic
e
C. Staff meeting
s
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
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