Steps to Schedule Orientation and Company Policy Briefing

1. Determine Orientation Date and Time
   • Coordinate with the new hire and relevant departments to select an appropriate date and time for the orientation session.
   • Consider availability of key presenters and training facilitators.
2. Book a Venue or Virtual Meeting Space
   • Reserve a physical conference room or set up a virtual meeting link (e.g., Zoom, Microsoft Teams) depending on whether the orientation is in-person or remote.
   • Ensure the space has required resources (projector, seating, internet access).
3. Prepare the Orientation Agenda
   • Outline key topics to be covered, such as:
     • Company mission and values
     • Organizational structure
     • HR policies and employee handbook overview
     • Compliance training
     • Benefits and payroll information
4. Send Calendar Invitations and Materials
   • Send official calendar invites to the new hire and all involved personnel with the orientation details.
   • Attach or share preparatory materials such as the employee handbook, policy documents, and training schedules.
5. Confirm Attendance and Provide Reminders
   • Reach out to confirm the new hire’s attendance a few days before the orientation.
   • Send reminders to all participants on the day before or morning of the session.
6. Conduct the Orientation Session
   • Facilitate the meeting following the prepared agenda.
   • Allow time for questions and clarifications regarding company policies.
7. Document Completion
   • Record attendance and confirm that the new hire has received and understood all necessary policy information.
   • Save any signed acknowledgment forms as part of the employee’s record.

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Tips for a Successful Orientation Session

• Customize content to relevant roles when possible.
• Engage new hires by encouraging questions and interactive discussions.
• Provide follow-up contacts in HR for any additional questions.