Manager Checklist for New Employees

To help make the new employees' onboarding process as smooth as possible, managers should follow the process outlined below.

This checklist is also Manager Checklist for New Employees . 

PRIOR TO EMPLOYEE’S FIRST DAY

• Contact the New Employee to officially welcome them to Saint Mary’s University, after receiving signed offer letter
• Clarify what time you expect him/her to arrive on their first day and where they should arrive on their first day
• Send an announcement (via email) to the department announcing the new employee, job title and start date
• Prepare workspace and provide necessary equipment and supplies (ie. pens, keys, ITSS access)
• Plan the employee’s first assignment/project so they have early success

EMPLOYEE’S FIRST DAY

• Welcome and greet the new employee at the pre-determined time and location
• Introduce the new employee to co-workers and tour University
• Ensure the new employee meets with Human Resources (refer to offer letter for a pre-scheduled appointment, if applicable) for Pension & Benefits Orientation
• Review Employee Onboarding website

INTRODUCTION TO UNIVERSITY AND DEPARTMENT

• University Mission, Vision and Values
• University Website
• Department Service Quality Plan

INTRODUCTION TO THE JOB

Review general information, as applicable:

• Office/Desk
• Keys/Access/Security
• ID Badges and parking
• Staff List
• Mail
• Purchase card

Clearly communicate job responsibilities and expectations – review job description and discuss probationary period

COMPUTERS AND TELEPHONE

Computer access and review:

• Email and Calendar
• Shared Drive
• SMUphone
• Self Service

Telephone access and review:

• How to set up voicemail
• How to use telephone system

EMPLOYEE’S FIRST WEEK

SAFETY AND EMERGENCY PROCEDURES

Review Safety policies and procedures

• Prevention and Resolution of Harassment & Discrimination ‌
• Violence in the Workplace: Prevention and Response ‌
• Occupational Health & Safety Policy‌
• Workers' Compensation Board (WCB) Process & Procedures, if applicable

Review Emergency Management policy

• University Policy ‌
• Department Plan
• Videos and Brochures

EMPLOYEE’S FIRST MONTH

Meet with new employee to complete a probation review

• Discuss the employee’s performance to date
• Recognize good performance/achievements
• Review attendance/absences
• Explore problems/concerns employee may have
• Provide support and guidance
• Identify aspects for improvement