Department Specific Training and Orientation Topics

New hires to your department need to quickly learn the most important procedures, work flows, product knowledge, software , business cycles and key customers/client relationships.

Please list the most important department-specific GENERAL training and background knowledge needed for effective performance in your department.

Your responses will be used to create a department specific orientation guide to support the on-boarding of new hires to your work unit.


A red asterisk (*) indicates required questions.

  1. Name of department or work unit*


  1. The training requirements listed below apply to the following employee categories. Check as many as apply.*
    Hourly, non exempt employees
    Salaried, exempt employees
    Salaried, exempt management employees
    Temporary employees
    Per diem employees


  1. What are the THREE to FIVE most important software applications that a new hire must be able to use for your department?*


  1. What are the THREE to FIVE most important pieces of equipment or hardware that a new hire must be able to use in your department?*


  1. What are the THREE to FIVE most important knowledge areas such as product knowledge or regulations that a new hire must know for your department? E.g. Member eligibility rules*


  1. What are the THREE to FIVE most important technical procedures/ desk procedures or work flows that a new hire must know for your department?*


  1. What are the THREE to FIVE most important business cycles/ recurring events/deadlines/milestone activities or reports that a new hire must know for your department? E.g. the annual budget cycle, HEDIS, employee benefit enrollment period...*


  1. Which groups are the key customers, clients or relationships of your department that a new hire must know? *





Mark Strunin