Onboarding New Senior Leadership Team Member

Checklist for supervisors

This checklist is a valuable tool designed to assist the hiring manager with a clear and efficient process with which to onboard your new Senior Leadership Team staff. The process is also supported by the onboarding coordinator in your department.

Before Their First Day

Ensure new hires complete the vaccine attestation as soon as possible as a requirement of their employment.




Automated notification of hire or transfer is sent

An automated notification email will be sent to the Reports to Manager and identified Onboarding Coordinator once the new hire has been entered in the HR system.


Arrange for IT needs

If your new hire requires any IT hardware, software, or access, you should submit an IT onboarding form as early as soon as possible to ensure IT has adequate time to provide the needed items prior to their first day. Ensure your new hire is familiar with UCalgary’s Acceptable use of Electronic Resources and Information policy, and has signed the Oath of Confidentiality if applicable.

***Remote Onboarding for New Staff***

If the new employee need a work computer and/or accessories, please complete the IT Onboarding and Computer Request Form as per standard operational process and provide the best contact information and be prepared for IT to contact you and your new hire to coordinate the remote onboarding equipment and setup for logistics on how to get item(s) to the employee.

For more info, see “Resources for working remotely”.

Campus Phones:

Please note there will not be any on site installs being done on campus at this time however if there is an existing phone it can be prepared for the new person including voicemail. For further assistance please contact IT and someone from our IT Voice Operations will contact you.  


Connect with onboarding coordinator

Check in with the onboarding coordinator to ensure the following:

  • first day is scheduled
  • workspace requirements are met 

  • suggested meetings are scheduled to help get the new hire connected 

  • university credit card applications are authorized (if applicable)

  • Project Request Form is signed for start-up funds

On and After Their First Day

Welcome new employee and make introductions on their first day 

***Remote Onboarding for New Staff***

Set up team meeting through Zoom, Microsoft Teams or other online video chat platform that is used by the team.


Discuss expectations, key deliverable, and key players


Review key university policies


Sign the employee confidentiality agreement

Print and sign the employee confidentiality agreement yourself and have the new hire sign as well.