Sample University Staff Onboarding Checklist
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
1. Pre-Arrival Preparation
Checklist Item | Task Completed? | Comments |
|---|
Confirm the new hire’s start date and work schedule | | |
Set up a staff email account and login credentials. | | |
Prepare workstation (desk, chair, computer, phone, etc.) | | |
Set up access to necessary software and systems. | | |
Prepare welcome package (e.g., university swag, guide, etc.) | | |
2. First Day Activities
Checklist Item | Task Completed? | Comments |
|---|
Welcome new staff member to the team | | |
Introduce to key staff members and departments. | | |
Conduct office tour (kitchen, restrooms, common areas) | | |
Provide an overview of university policies and procedures. | | |
Confirm the new hire’s work schedule and expectations. | | |
3. Job-Specific Training
Checklist Item | Task Completed? | Comments |
|---|
Provide training on specific job responsibilities | | |
Introduce key software and tools for the job role. | | |
Set up one-on-one meetings with supervisor/team leads. | | |
Provide any required job-specific certifications. | | |
Discuss immediate projects and tasks. | | |
4. Compliance and Documentation
Checklist Item | Task Completed? | Comments |
|---|
Verify completion of all required employment paperwork (e.g., tax forms, direct deposit forms) | | |
Ensure new hire completes I-9 form (if applicable) | | |
Review safety protocols and emergency procedures. | | |
Confirm benefits enrollment (health, dental, retirement, etc.) | | |
Set up access to relevant university systems and databases. | | |
5. Ongoing Support and Feedback
Checklist Item | Task Completed? | Comments |
|---|
Schedule regular check-ins with the supervisor | | |
Provide performance feedback after 30, 60, 90 days. | | |
Encourage open communication and questions. | | |
Discuss career growth and development opportunities. | | |
Gather feedback on the onboarding process from new hires. | | |
Checklist Templates @ Template.net
