1 - On-boarding Checklist

	New Staff Information

	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

Completed	Action	When	Who

Action	When	Who
Assign On-boarding Buddy	Prior to first day	Manager determines best buddy
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
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