FS Employee Onboarding
Onboarding Checklist PDF
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Onboarding Steps
Pre-Orientation
Task | Information and Resources | Task Leader |
|---|---|---|
| 1 | Notify Human Resources that position needs to be filled. | Submit Hire Request/Position Control Request (refer to Recruitment Task List for details) |
| 2 | Interview/Candidate Selection | Create interview questions. Review resumes, select and interview candidates. Select successful candidate. (refer to Recruitment Task List for details) |
| 3 | Notify new employee of job offer | Work with department HR to provide offer letter to new employee. (refer to Recruitment Task List for details) |
| 4 | Welcome e-mail to new employee | Once accepted, prior to reporting to work, new employee is contacted by FS Human Resources to:
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| 5 | New employee training | Complete orientation schedule and identify needed outside and/or departmental trainings for new employee. Examples: |
| 6 | Notify functional groups of new hire | Work with AVC's assistant to send an announcement of new hire to all relevant internal groups and campus partners. Sample e-mail: Dear Colleagues, It is my pleasure to welcome (name) to (program/unit) as (working title). (name) joins us following (indicate relevant previous experience). Please join me in welcoming (name) to the Berkeley community. He/she can be reached at (e-mail) and (phone number). Sincerely, Manager |
| 7 | Peer mentor/buddy selection | If requested by employee, select a peer mentor from functional team. A peer mentor is usually someone on the same team as the new hire, or at least within the same function. A mentor must be a strong performer, a good communicator, and someone who demonstrates the unit’s values. |
| 8 | Parking and transportation | If needed, provide information to new employee regarding parking and transit options.
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| 9 | Computer setup and software | Coordinate with FSIT (fsithelp@berkeley.edu) for new employee to have appropriate computer setup, hardware, software and network. |
| 10 | Workspace preparation and supplies | Ensure new employee is well prepared on their first day by preparing their workspace:
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| 11 | Building access | Coordinate with Access Control to arrange for appropriate building/office access for new employee.
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| 12 | Employment paperwork and orientation | Work with department HR to schedule new employee for employment paperwork and orientation.
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Orientation
Task | Information and Resources | Task Leader |
|---|---|---|
| 1 | Departmental mission, vision, values and organization charts |
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| 2 | Office culture | Review office culture with new employee:
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| 3 | Networking calendar | Set up networking meetings for new employees to meet staff and campus partners. (if applicable) |
| 4 | Job-specific duties | Review job description and Physical, Environmental, and Mental Demands (PEM) form:
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| 5 | Work procedures | Describe relevant work procedures to new employee:
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| 6 | Performance expectations and evaluation methods and the probationary period | Along with a clear job description and PEM, provide the employee with clear performance expectations and objectives so the employee understands what is expected and how he/she will be measured. Discuss the probationary period. |
| 7 | ID card issued & CalNet token obtained | After the hiring notification e-mail is received by the supervisor, the new employee must visit https://cal1card.berkeley.edu/ to obtain a Cal ID. |
| 8 | Office supplies and machines | Review use of phones, tablets, fax machines, copiers, and other relevant work tools. |
| 9 | Tour | Provide new employee with tour of workspace and relevant sites on campus. |
| 10 | List serv | Request to add employee to applicable internal list servs and shared drives with HR and FS:
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| 11 | Business Cards | Assist new employee in selecting and ordering business cards (if applicable). |
| 12 | UCB New Employee Orientation | Assist employee to register for UC Berkeley New Employee Reception & Orientation (https://hr.berkeley.edu/development/learning/new-employee-orientation). |
| 13 | WarnMe Emergency Alert System | Have the new employee sign up at the WarnMe (warnme.berkeley.edu) web site. WarnMe is UC Berkeley’s alerting and warning service for students, staff, and faculty. It is activated to contact you when there is an immediate threat to safety or health affecting the campus community |
| 14 | Safety & emergency | Review safety and emergency preparedness:
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| 15 | Staff meetings | Add staff meetings to bCal or provide new staff member with a meeting calendar |
| 16 | Systems access and training | Arrange for access and training to relevant tools and systems. Examples: (server folders, Maximo, bCal, UCPath, BearBuy, CalTime, etc.) |
| 17 | General overview | Review the following information with the new employee: |
| 18 | Policies overview | Review important department and campus policies and procedures and web sites. Examples:
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| 19 | Access overview | Explain relevant access needs and new employee tasks:
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| 20 | Classification and performance | Review relevant classification and performance with new employee: • Provide blank performance evaluation or link to Achieve Together Probationary period end date: _______________ |
| 21 | Training and employee services | Direct new employee to relevant training and employee services: |
| 22 | Campus amenities | Provide information on campus amenities:
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| 23 | FS overview | Review and refer employee to FS's support services and resources. Help employee with the following:
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| 24 | Ergonomics @Work | Review and refer employee to the Ergonomics Program |
| 25 | Benefits reminder | Remind employee to enroll in benefits. Eligible employees are sent a welcome email and benefits package within five days of hire. Employee has 31 days from date of hire to sign up for benefits. Note that some benefits are only available during the initial enrollment, e.g. Supplemental Disability Insurance. |
Post-Orientation
Task | Information and Resources | Task Leader | |
|---|---|---|---|
| 1 | Schedule three-month performance review | Evaluate the employee’s performance in accordance with applicable policies, procedures, and contracts. this should be done in writing using the appropriate form. | Manager and Employee |
| 2 | Schedule six month performance review | Evaluate the employee’s performance in accordance with applicable policies, procedures, and contracts. | Manager and Employee |
| 3 | Create professional development plan | Create a professional development plan. | Manager and Employee |
| 4 | Post orientation check in | Input a tab in the Manager/Employee’s bCal as a reminder to check-in. (two to four weeks after orientation) | Manager |