New Hire Employee Orientation Checklist
New Employee Name / Start DateEmployee Position / Department
Supervisor / Administrative Support
Instructions: This checklist is provided to assist supervisors in orienting new employees. After a particular topic has been covered, the completion date should be entered in the column to the right. When the entire checklist is completed, the form should be sent to Human Resources to be placed in the employee’s personnel file.
Pre-Arrival / Contact/Office / Completion DateSchedule a welcome lunch/meeting on calendar with department staff
Work area is equipped and ready for new employee
Custodians clean office
All equipment, desk, chair, in order, decorate office
CTS reimage computer – Surface Pro, laptop, or CPU
Arrange for office phone to be activated – Chris Almond , ext 2629
Print UWP staff directory and phone direction sheet
Make an appointment with HR for their first day to get ID number and to go over paperwork
Make appointment with Benefits Coordinator, Amy Chostner in HRto review benefits and payroll procedures with Amy Bobylak, Payroll Specialist
Arrange for building keys – Employee signs “Master Key Agreement” form / Supervisor
Confirm accounts are set-up (email, SOLAR, ImageNow, Admissions shared drive, Workflow Queue, EMAS). For email, FERPA must be completed prior to SOLAR account activation at:
/ HR and DawneBogardus, x2765, and Nick Brumback, x2482
Contact new employee prior to start date to answer last minute questions the new employee may have (i.e. identify dress code, indicate where/when employee should arrive on their first day, etc.).
Send employee temporary parking pass prior to arrival. / Supervisor
Communicate with new hire about disability accommodations policy and procedure. / Diversion and Inclusion Office, x 2239 Wyll D242A
First Day / Contact/Office / Completion Date
Introduce new employee to the office staff and their roles.
Provide a tour of the office –Identify location of supplies, mailboxes, restrooms, break areas, etc.
Provide employee with a tour of campus
Explain work procedures – hours of work, breaks, meal periods, call-in procedures, leave notification procedures, etc.
Explain use and location of office equipment (fax, copier, shredder, printers, etc.) / Supervisor
Accompany employee to get UWP ID Card / Admissions Office
Discuss Meal Plan options / Supervisor
Order necessary items (ask how they prefer their name to appear):
Name tag ordered: Jim Mauser <>
Business Cards – requested from Creative Services
Design Name Plate for office door
Order polo shirt + sweatshirt / Administrative Support
Second Day / Contact/Office / Completion Date
HR Orientation: Ensure all paperwork is complete
Certify I-9 ID documents
Sign off on contract or offer letter / HR Front Desk
HR: Benefits Orientation
Employee Assistance Program (EAP) / Benefits Specialist
HR: Payroll Orientation
Review timesheets and/or leave time reporting
How to access into UW Portal
Go over the process for accessing earning and leave statements, tax information and benefit information. Employees will need to access select UW-Parkside and enter user name and password
Payroll Schedule / Payroll Specialist
First Week / Contact/Office / Completion Date
HR: Compliance on-line Training (Law Room)
Sexual Violence and Sexual Harassment Training
Data Security Training / EEO/AA Policy
FERPA (if applicable) / HR Assistant
Have new employee apply for a Parking Permit: Apply at Police Dept. / Parking x2455, Tallent Hall, Rm 188
Provide Acceptable Use Policy for employee review
Identify job expectations and responsibilities. Review position description, evaluation process and acceptable performance.
Review organizational chart of the department. Identify mission and goals of the department and how the department fits within the organization.
Identify building hours and after hour access procedures.
Request staff to add employee to office e-mail lists and provide access to office calendars. Have new employee add staff to email lists and grant calendar access to staff. / Supervisor
Train on completion of Travel Expense Report (TER)
Request laminated tax exempt card from Business Services (Deb Rigney) / Business Services
Review travel procedures / Supervisor
Ensure employee is aware of the campus emergency response procedures
UWP emergency alert notifications
/ Safety & Risk Management ext2262 Tallent Hall, Rm 188
Arrange for Authorizations:
Driver Authorization form – complete and send to Risk Management. The form must be completed and turned in before an employee is authorized to drive a university vehicle or receive mileage reimbursement on a personal vehicle.
.uwp.edu/explore/offices/safety/vehgeninfo.cfm
Corporate Card – The employee must go through a training to receive a Corporate-card. Visit
contact Business Services / Administrative Support: Set up time with Safety & Risk Management at ext 2262 and
Business Services, x2667, Tallent Hall, Rm 245
First Week(Continued) / Contact/Office / Completion Date
Get professional photo taken. Place work order on Creative Services website
Enter name into Ricoh printer for scanner
Complete Executive Order #54 online at: Complete Executive Order #54 online at: Print completion form and return to Admissions Director / Administrative Support: Creative Services, WYLL D242
Complete Executive Order #54 online at: Technology Guide in Shared Drive: Computer>Departments(M)>Admissions>Shared>TechnologyGuide / Supervisor
Inform networking staff of new employee’s information / Staff
First Month / Contact/Office / Completion Date
Introduce new employee to staff external to the unit with whom he/she will work. / Supervisor
Order personalized note pad with employee’s name from Kim Sekas. Needs name, title, phone number and email address / Administrative Support
Planning your future as a young professional
How to schedule high school visits / Supervisor
Review Employee Assistance Program (EAP) – The EAP is a confidential, university sponsored service for employees and their immediate family members. The EAP provides professional consultation to assist in the prevention and resolution of personal problems that may affect job performance.
Discuss/View EEO/AA Policies:
Sexual Harassment Policy
EEO/AA Policy
Executive Order 54
Follow up with the new employee on any employment questions or concerns he/she may have (on-going).
For Supervisor Use
Resource list for New employee (Checklists, written instruction manuals, etc.):
Websites that will be utilized (bookmarked):
People to connect with on campus:
Name / Office / Role
Orientation Plan Acknowledgement
Employee’s Signature/Date:Supervisor’s Signature/Date:
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