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New Employee Onboarding Checklist

The document provides guidance on onboarding new employees at Tri-C. It outlines objectives and example activities for prepping for the employee's arrival, the first day, first week, and first month. Key steps include welcoming calls, orientation, introductions to coworkers, training on job duties and policies, and setting up technology access. Departments and supervisors have specific onboarding responsibilities to help new hires feel settled into their new roles and the college culture.

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100% found this document useful (2 votes)
1K views7 pages

New Employee Onboarding Checklist

The document provides guidance on onboarding new employees at Tri-C. It outlines objectives and example activities for prepping for the employee's arrival, the first day, first week, and first month. Key steps include welcoming calls, orientation, introductions to coworkers, training on job duties and policies, and setting up technology access. Departments and supervisors have specific onboarding responsibilities to help new hires feel settled into their new roles and the college culture.

Uploaded by

Spoorthy Academy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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New Employee Onboarding Process Guide

A New Hire Experience


A structured onboarding process will initiate employee engagement before the employee walks in
the door and ensure the employee engages with the college from day one on the job.

Timeframe Objective Example activities


Prepping for Employee’s Create the new employee’s Welcome call from supervisor
Arrival first impression of Tri-C
First Day Employee feels welcome and Orientation with HR,
introductions made. Employee completion of paperwork and
is prepared to start working computer login

First Week Employee feels settled in new Employee meets with


work environment. Employee supervisor to discuss job
is building knowledge of job, duties, departmental
college culture and organizational chart
performance expectations
First Month Builds relationships and Employee meets with
continues to develop in their supervisor weekly to discuss
role challenges and duties, as well
as answer questions
Probationary/Introductory Employee is productive in role Employee meets with
Period & Beyond and contributes to college and supervisor to discuss
team goals professional development
activities

Pg. 1 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources
Roles in the Onboarding Process
The onboarding process is critical to the success of a new employee and the organization.
Onboarding is a collaborative process that includes a number of departments each with specific
onboarding responsibilities. At Tri-C the Organization Development department provides
wraparound services to assist each department as they provide onboarding guidance to the new
employees.

Using this guide


This guide provides you with a comprehensive checklist of tasks you can use when onboarding new
employees. Since each position is different, you may not need to complete every one of the tasks for
every position.

Pg. 2 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources
SUPERVISOR’S ONBOARDING CHECKLIST

Prepping for New Employee’s Arrival (Pre-Boarding)


The new employee onboarding process should begin before the employee comes to work. Pre-
planning for your new employee’s arrival will allow you to spend productive time on that first day.

Schedule and Job Duties


 Call Employee:
o Confirm start date, time, place, parking and departmental guidelines for
dress code, etc. The Supervisor Call Script can be used as an outline for the
call.
o Provide name of their onboarding buddy.
o Remind the employee to complete the New Hire paperwork for orientation
 Prepare employee’s first day assignment.
 Add employee to relevant email lists and staff meetings.
Connecting
 Email department/team and functional area of the new hire. Include start date,
employee’s role and bio. Copy employee if appropriate. Access the email template here.
 Identify onboarding buddy for new employee. See the Onboarding Buddy Program
Guidelines here.
 Meet with the onboarding buddy, and provide suggestions and tips.
 Set up meetings with critical people for the employee’s first few weeks.
Work Environment
 Create a welcome packet for the employee and include job description, welcome letter,
contact names and phone lists, campus map, department organizational chart.
 Make sure the employee’s work location is available, clean, and organized.
 Order office or workstation keys.
 Order business cards.
Technology Access and Related
 Arrange for computer and phone installation.
 Complete the forms needed for the new employee to access online tools
o Department KWeb – Kweb site owner can provide access to new employee
o Banner - https://kweb.tri-c.edu/it/SitePages/ITS%20Forms.aspx
o Department Network Drive https://portal2.tri-
c.edu/EGS/NewRequest/NetworkPermission
o Remote Access through VDI if needed

Pg. 3 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources
The First Day on the Job
Typically, new employees attend New Employee Orientation (NEO) on their first day of work. Their
HR Representative assigns the new employee to NEO. NEO welcomes the new employee and gives
an overview of the culture and structure of the college as well as provide access and a brief
introduction to general employee computer applications. NEO is just the first step in the
onboarding process.
The next step in the onboarding process is greeting the employee in the department. A new
employee may be anxious about starting a new job. So, try to create a comfortable environment and
remember not to overwhelm your new employee with too much information on the first day.
Onboarding is a continuing process, so there will be plenty of time to give him/her all the necessary
information.

Schedule, Job Duties and Expectations


 Review the first week’s schedule.
 Review job description.
 Provide overview of department – its purpose, organizational structure and goals.
 Confirm required and recommended training.
o Student Confidentiality – Red Flags (Register in TEC)
o My Tri-C Buy – Supplier Managed Services KWeb
o WebEx – Audio & Video Conferencing
o TEC Learn
o Banner – (Register in TEC)

 Review hours of work. Explain policies and procedures for overtime, use of vacation and
sick time. Discuss after-hours and weekend office access.
 Review your campus customer service philosophy with the employee.
 Confirm the employee understands probationary/introductory period.
 Payroll
o Confirm that the employee understands how his/her timesheet is to be
completed based on employee classification (administrative,
professional/technical/bargaining unit, etc.)
o Confirm timesheet submission day and time.
o Share the payroll schedule with the employee.
Connecting
 Give a warm welcome and discuss the plan for the first day, and discuss plan for the
week.
 Introduce the employee to other staff members.
 Introduce the new employee to the person you’ve identified as an onboarding buddy.
 Make sure the employee has the website link to the online policies and procedures.
 If the employee is a bargaining unit employee, show them where the contract is
available online in My Tri-C Space.

Pg. 4 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources
 Provide the employee with the link to the acronym finder.
Work Environment
 Show the new employee around the office.
• Restrooms
• Break/lunch rooms, explain any department procedures/norms for the area
• Closest dining hall, coffee/tea location, and vending machines
• Local lunch options and locations
• Supply room, explain any department procedures/norms for the area
• Emergency and first aid supplies
• Photocopy, fax machine, and scanner
• Mail Room
• Emergency exits and procedures including evacuation plans http://www.tri-
c.edu/administrative-departments/business-continuity/disaster-preparedness.html
 Take employee on campus tour and arrange to stop by enrollment center to get
employee ID Tri-C Key & Access Card form
Technology Access and Related
 Confirm the employee has access to computer network. If not, contact IT at x4357.
 Confirm timesheet approver and explain when timesheet is due.
 Telephone/Mobile Phone
o Set up voicemail
o Set up email on mobile phone
o Provide access to the online phone directory
 Explain the Tri-C Style Graphic Standards and Style Guide and help new employee set
up email signature.
 Office organization
o System navigation
 Departmental drive
 College-wide systems – Banner, Ad Astra, My Tri-C Buy
 Office resources
o Staff listing
o Department Org chart
o Department phone list

Pg. 5 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources
During the First Week:
Schedule, Job Duties and Expectations
 Give employee their initial assignment. (Make it something small and doable.)
 Discuss your department guidelines on security, such as keeping doors, cabinets, and
file drawers locked.
Connecting
 Set up a brief meeting with the employee and the assigned buddy to review the first
week’s activities.
Training and Development
 Provide training on copy machine operation including fax and scan features.
 General review of accounting with account numbers, if appropriate to job.
 Travel and reimbursement process located on KWeb.
 Explain how to use campus mail services.
 Review how to order office supplies.

Pg. 6 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources
First Month
Schedule, Job Duties, and Expectations
 Discuss procedures for handling injuries on the job. Tell the employee to report all job-
related injuries to you, regardless of how minor.
Connecting
 Arrange for a personal welcome from the unit leader.
Training and Development
 Discuss performance and professional development goals.
 Explain the timing of appraisals and the methods including TEC to measure progress.

Probationary/Introductory Period & Beyond


All new employees are subject to a “probationary period.” The probationary period is either 90
days, 180 days or 365 days depending on the job classification. As a supervisor, you will assist in
developing, recognizing and retaining talent at the college this starts by completing the
probationary/introductory period reviews where appropriate.
Training and Development
 Probationary Path Document
 Goals Planning email for Introductory Period employee

Resources
The following resources are located on the Onboarding webpage found on KWeb.

• Onboarding Buddy Guidelines


• Supervisor Call Script
• New Employee Email Template

Pg. 7 New Employee Onboarding Process Guide │A New Hire Experience Office of Human Resources

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