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New Staff Information

Name of New Person

Email

Email for Google Drive Access

Confluence User Name

Start Date

Home Institution

Position

Job Description

Related WBS Section

Prior to first day  

Completed

Action

When

Who

  •  

Assign On-boarding Buddy

Prior to first day

Manager determines best buddy

 

Computer Hardware - Does the person have hardware to be able to perform job duties for ACCESS

Manager determines if they need hardware issued - contacts IT if equipment needs configured

  •  

Installation of software - make sure IT has time to configure the equipment before start date

Prior to first day

IT

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

First Day

Project Manager

  •  

Meet Tech Services Team - pick up equipment and finalize computer setup (should include computer access, network port, UC/exchange access, phone setup, etc.)

First Day

IT+New Employee

Provide Powerpoint Provide PowerPoint related to the team they are joining

First Day

Manager

  •  

Review Job Description and how it relates to the WBS category the position is correlated to

First Day

Manager

  •  

Provide Individual Training Plan

First Day

Manager

  •  

Communicate hire to the Team:

  • email to Team, ACCESS and have Comms feature it in the internal newsletter (or external as needed)

First Day

Manager

  •  

Meetings with Key Stakeholders - Internal and External

First Week

PM or Manager

  •  

Meet with Mini Welcome Panel - members from different service teams

First Week

PM or Manager

  •  

Meetings with PIs of projects

First Week

PM or Manager

  •  

Add to regular meeting invites and provide context about the meeting to team member

  • Monthly Meetings

  • Group Meetings

  • Project Meetings

First Week

Manager and Project Leads

  •  

Schedule regular meetings (determine frequency) with manager during first # months

First Week

Manager

  •  

Introduce at next quarterly staff meeting

First Quarter

Director