FS Employee Onboarding

We invite FS employees and managers to use this page to understand and track their or their employee's onboarding process. The steps below lay out the standard process (some exceptions will occur depending on your position) and guide you through your first year as a new employee. Within many steps, you'll find links to the matching resources to guide your process.

If you have any questions about the onboarding process, please reach out to your manager or FSHR

Onboarding Checklist PDF

Click here for a printable version

Onboarding Steps

Pre-Orientation


Task
Information and ResourcesTask Leader
1Notify Human
Resources that position
needs to be filled.
Submit Hire Request/Position Control Request (refer to Recruitment Task List for details)
2Interview/Candidate Selection

Create interview questions.

Review resumes, select and interview candidates.

Select successful candidate. (refer to Recruitment Task List for details)

3Notify new employee of job offerWork with department HR to provide offer letter to new employee. (refer to Recruitment Task List for details)
4Welcome e-mail to new employee

Once accepted, prior to reporting to work, new employee is contacted by FS Human Resources to:

  • Serve as main point-of-contact for information, issues, or concerns
  • Information regarding site location including directions, uniform (if applicable), and accommodations
  • Instructions about what to expect for first day and department's orientation
5New employee training

Complete orientation schedule and identify needed outside and/or departmental trainings for new employee.

Examples:

6Notify 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

7Peer mentor/buddy selectionIf 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.
8Parking and transportation

If needed, provide information to new employee regarding parking and transit options.

  • Provide information on parking, biking public transportation, campus shuttle, campus map, etc.
  • Demonstrate Wage Works
9Computer setup and softwareCoordinate with FSIT (fsithelp@berkeley.edu) for new employee to have appropriate computer setup, hardware, software and network.
10Workspace preparation and supplies

Ensure new employee is well prepared on their first day by preparing their workspace:

  • Workspace is clean and supplies are stocked
  • Name badges and name plates (if applicable)
  • Uniforms (if applicable)
  • Department mailbox
11Building access

Coordinate with Access Control to arrange for appropriate building/office access for new employee.

  • Keys
  • Keypad codes
  • Building access code
12Employment paperwork and orientation

Work with department HR to schedule new employee for employment paperwork and orientation.

  • Contact new employee to schedule appointment for employment paperwork and orientation

Orientation


Task
Information and ResourcesTask Leader
1Departmental mission, vision, values and organization charts
  • Review department mission, vision, values, current departmental goals
  • Review relevant organization charts
2Office culture

Review office culture with new employee:

  • Personal conduct, code of Conduct, confidentiality
  • Phone etiquette
  • Unit practices, etc.
  • Staff meetings
3Networking calendarSet up networking meetings for new employees to meet staff and campus partners. (if applicable)
4Job-specific duties

Review job description and Physical, Environmental, and Mental Demands (PEM) form:

  • Have employee sign job description and PEM, and send original to FSHR.
5Work procedures

Describe relevant work procedures to new employee:

  • Work hours and schedule
  • Procedure for notification for time off
  • Steps to resolving problems and conflicts
6Performance expectations and evaluation methods and the probationary periodAlong 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.
7ID card issued & CalNet token obtainedAfter the hiring notification e-mail is received by the supervisor, the new employee must visit https://cal1card.berkeley.edu/ to obtain a Cal ID.
8Office supplies and machinesReview use of phones, tablets, fax machines, copiers, and other relevant work tools.
9TourProvide new employee with tour of workspace and relevant sites on campus.
10List serv

Request to add employee to applicable internal list servs and shared drives with HR and FS:

  • Contact AVC's assistant to add employee to FS listserv
  • Explain listserv to employee
11Business CardsAssist new employee in selecting and ordering business cards (if applicable).
12UCB New Employee OrientationAssist employee to register for UC Berkeley New Employee Reception & Orientation (https://hr.berkeley.edu/development/learning/new-employee-orientation).
13WarnMe Emergency Alert SystemHave 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
14Safety & emergency

Review safety and emergency preparedness:

  • Review building evacuation plan (provide copy if applicable)
  • Describe role in business resumption (if applicable)
  • Review Injury and Illness Prevention Plan (IPP) (provide copy)
  • Review appropriate safety information
15Staff meetingsAdd staff meetings to bCal or provide new staff member with a meeting calendar
16Systems access and trainingArrange for access and training to relevant tools and systems. Examples: (server folders, Maximo, bCal, UCPath, BearBuy, CalTime, etc.)
17General overview

Review the following information with the new employee:

18Policies overview

Review important department and campus policies and procedures and web sites. Examples:

19Access overview

Explain relevant access needs and new employee tasks:

20Classification and performance

Review relevant classification and performance with new employee:

• Provide blank performance evaluation or link to Achieve Together

Probationary period end date: _______________

21Training and employee services

Direct new employee to relevant training and employee services:

22Campus amenities

Provide information on campus amenities:

23FS overview

Review and refer employee to FS's support services and resources. Help employee with the following:

24Ergonomics @Work

Review and refer employee to the Ergonomics Program

25Benefits reminderRemind 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 ResourcesTask Leader
1Schedule 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
2Schedule six month
performance review
Evaluate the employee’s performance in accordance with applicable policies, procedures, and contracts.Manager and Employee
3Create professional
development plan
Create a professional development plan.Manager and Employee
4Post orientation check inInput a tab in the Manager/Employee’s bCal as a reminder to check-in. (two to four weeks after orientation)Manager