Onboarding New Senior Leadership Team Member
Checklist for Managers
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
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.
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.
For campus phones, submit an IT Service request to have a phone installed or reassigned.
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”.
Check in with the onboarding coordinator to ensure the following:
- 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
- Make introductions with the team
- Discuss expectations, key deliverables, and key players
- Review key university policies
Print and sign the employee confidentiality agreement yourself and have the new hire sign as well.