Fill in Before Person StartsNew Staff Information | ||
|---|---|---|
Name of New Person | ||
Email for Google Drive Access | ||
Confluence User Name | ||
Start Date | ||
Home Institution | ||
Position | Job Description | |
Related WBS Section |
Task
Who is responsible - Team or Program
Status
Onboarding form? checklist? - some kind of intake form or page for the new person
This form kicks off a list of things that needs to be done before a person starts
Start Date
Name
Email
Home institution
WBS area - similar to this
New staff member position
https://access-ci.atlassian.net/wiki/spaces/ACP/pages/854622219/4+-+How+Your+Job+Supports+ACCESS |
Completed | Action | When | Who | ||||||
|---|---|---|---|---|---|---|---|---|---|
| Assign On-boarding Buddy | Prior to first day | Team lead | ||||||
| Create Individual Training Plan | Prior to first day | Project Manager | ||||||
| Add to email lists, google groups, and Atlassian User groups, ticket queue, shared drives, etc. as needed |
Assign Onboarding Buddy
Set up Individual Training Plan
Define which PPT the person should be given - separate one for each “Team” with some that is consistent across the Project
we will need PPT for each Team - new staff guide
Include Team based contextual list of who / which team is responsible for what. Who owns what data etc.
Overview of project history / Timeline for ACCESS project.
Overview of working group/standing committees
Ask each awardee to provide a slide about their project to include in overview
have regular reviews of the information
Use Job description and WBS area to define what the person will be doing so both they and their supervisor understand what is expected
Training Schedule - what they are doing to train each week
Meet with stakeholders
Define Internal Users/Stakeholders and External Stakeholders
Meet with some members from different service teams - mini welcome panel
Review tools needed - how to use internal systems - how to wiki and google drive
First Day | Project Manager | ||||||
| Provide Individual Training Plan | First Day | Manager/Project Manager | ||||
| Communicate hire to the Team:
|
Action
When
Who
Prior to first day
HR
Installation of software - make sure IT has time to configure the equipment before start date
Prior to first day
ITS
Coordinate with HR on first day schedule and confirm NetID to share with others
Prior to first day
PM
Meeting with HR
First Day |
HR
Keys/ID card
First Day*
Facilities or HR
Meet Tech Services Team - help with computer setup (should include computer access, network port, UC/exchange access, phone setup.
First Day*
ITS
In House Tour
First Day*
HR or Manager
Show where mailboxes are and make sure one is assigned to RSE
First Day*
HR or Manager
Create slack account https://ncsa-at-illinois.slack.com/signup
First Day
Employee
Grant Slack access to appropriate channels
First Day
Manager | ||||||
| Meetings with Key Stakeholders - Internal and External as needed | First Week |
Manager |
| Meet with Mini Welcome Panel - members from different service teams | First Week |
Manager |
Put on appropriate mailing lists
Confirm they are on any specific project mailing lists
First week
PM or Manager
| Add to regular meeting invites and provide context about the meeting to team member
| First |
Week | Manager |
Add to any necessary shared drives
First week
Manager or Project Leads
Add to group or project web site
ASAP
PM or Manager
| Schedule regular meetings (determine frequency) with team lead during first # months | First Week | Manager | ||||
| Introduce at next quarterly staff meeting | First |
Director
Schedule bi-weekly meetings with manager during first 4 months
Quarter | Manager |