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New Employee Onboarding Checklist Form

This document provides a checklist for onboarding new employees at Colorado State University. The checklist is divided into several sections to ensure all necessary tasks are completed, including preparing the employee's workspace, introducing them to coworkers and key areas, setting up IT systems and accounts, reviewing university policies and required trainings, providing access to necessary systems, and discussing performance expectations and department protocols. The onboarding process aims to set the employee up for success in their new role by completing all relevant introduction, orientation, and setup tasks before and during the employee's first days.

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Richard R M Thodé
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169 views

New Employee Onboarding Checklist Form

This document provides a checklist for onboarding new employees at Colorado State University. The checklist is divided into several sections to ensure all necessary tasks are completed, including preparing the employee's workspace, introducing them to coworkers and key areas, setting up IT systems and accounts, reviewing university policies and required trainings, providing access to necessary systems, and discussing performance expectations and department protocols. The onboarding process aims to set the employee up for success in their new role by completing all relevant introduction, orientation, and setup tasks before and during the employee's first days.

Uploaded by

Richard R M Thodé
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Human Resource Services Human Resources

555 S Howes Street


New Employee Onboarding Checklist Campus Delivery 6004
HR Liaisons

Employee Name: Employee #:

Job Title: Position#: Supervisor:

Prior to Start Date Property and Equipment Set-up


 Prepare workspace  Set up eID and email
 Background check completed (if applicable)  PC setup
 Offer Letter  Keys
 Specialized equipment issued
Introduction, Orientation and Tours  Long distance telephone access setup
 Introduce staff/coworkers  Voicemail
 Introduce primary  Monthly phone bill instructions
constituents/clients/customers  Business cards/name plate, name tag, etc.
 Tour workspace, department layouts, etc.  CSU ID
 Parking information
University Policies
Human Resources (Office of Policy & Compliance index)
(New Hire Guides and Forms)  Email, use of Campus Systems policy
 Biographical Data Collection Form  Policy on Use of University Resources
 Appointment Data Collection Form  Background Check policy
 Employee assignment input into HRS  Inclement Weather policy
Personnel/Payroll system  Building Access and Security policy
 Required Forms for initial employment  Holiday Schedule
completed and sent to HRS Records &  HRS Manual
Payroll  Faculty/Admin Pro Manual (if applicable)

Departmental Files Department Protocol


 Conflict of Interest/Conflict of Commitment  Timesheet and Overtime forms
(if applicable)  Leave request procedures and forms
 Update department organization chart  Review scheduled work hours, dress codes,
department-specific protocols
University Required Training  Review pay schedules
 Online sexual harassment training  Campus Administrative Portal (pay advices)
 University Employee Orientation
Role and Performance Expectations
Access Information  Copy of PDQ/job description
 HR System Access & Signature Authority  Performance Plan
 Aries and/or Aries Web Access  Performance Evaluation timelines
 KFS Access
 Other systems access
 Add to applicable listservs
 Travel Card
 PCard

Page | 1 www.hrs.colostate.edu 10/2011

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