Service Center New Employee Onboarding Checklist Before Your Start Date Job Acceptance Confirmation Review Onboarding Website Determine transportation and parking needs First day items Confirm start date, place, time, dress code, parking, etc. Meet the Director Mission/vision and guiding principles for the UW Service Center UW Policies Job classification guidelines Benefits Information Pay Schedule and Holidays Information on pay statements and direct deposit Map of campus with building highlighted Probation information (if appropriate) Madison, WI Entertainment, recreation and restaurants Resources for on the job Purchase bus pass (if applicable) Apply for parking pass (if applicable) Prerequisite: Obtain Wiscard and Net ID Bring your New Employee checklist (if applicable) Bring appropriate identification for I-9 o Social security and driver s license OR Passport Direct deposit account numbers (can add up to 3 accounts) 1
Your First Day(s) Welcome Obtain Wiscard (Building Access) Obtain Net ID (Computer Access) UW Portal (Outlook Access) Complete Required Forms Exposure to Professional Development Opportunities Meet at, at : am. Bring a valid form of identification to the Wiscard Office and obtain your Wiscard (this generates your Net ID) Union South, Room 149 1308 W Dayton Street Madison, WI o Your Wiscard allows you to access 660 W. Washington Obtain your Net ID from the email generated after obtaining your Wiscard (this ID is used to log into computer) Set up UWSA password for the UW Portal (an email should be generated as a reminder from UWSA) o Refer to the SAPWSS document found in the email W4 I-9 Direct deposit Onboarding (all modules required), including prerequisite e- Learnings and Introduction to HRS Course 2
End First Week Provide Overview of Work Unit Professional Development Technology UW employee website and resources Performance Expectations Operations How all the jobs in the work unit fit together How the job fits within the department How the department fits within the UW System Mission/vision of work unit Staff meetings Overview of any standing meetings Complete Professional Development courses as time permits Computer needs met Instant Message tool Departmental access/portal Printer hook-up Email Phone/voicemail Import Bookmarks Other requirements: Communications Requests Employee Online Directory Employee Wellness Program Employee Assistance Program Ergonomics worksite consultation Disability Services HR Policies IT Policies My UW Portal Rec Center Libraries Professional Development UW Service Center Directory Review position description and sign with manager Review specific position duties Review performance evaluation process Review any role-related questions you may have Work hours, lunch, breaks Leave time Non-HRS procedures for requesting sick leave/vacation FLSA status/overtime Probationary evaluation period Timesheet reporting Work unit procedures Letterhead and business card preferences Communications 3
Building Emergency Procedures Team or Department Operations Benefits Current projects Cyclical programs Key roles of other department members Schedule time with University Benefits Specialist if assistance is needed to complete the benefits packet 4
End of the First 30 Days Weekly or bi-weekly meetings setup with leader Pay statement Benefits Enrollment Ensure participation in the Professional Development Courses Questions/topics that may be considered: Performance standards, expectations and competencies Review performance management process Discuss job rules and regulations Other resources to do your job Other: Successful pay statement received? Within 30 days, complete all benefits enrollment (if applicable): Health Dental Vision ERA (Employee Reimbursement Account) Life ICI (Income Continuation Insurance) AD&D (Accidental Death and Dismemberment) WRS (Wisconsin Retirement System) TSA (Tax Sheltered Annuity) WDC (Wisconsin Deferred Compensation) EdVest Completed the Onboarding course (prerequisite e-learnings and Intro to HRS Course) Complete Security Awareness Training (KB #23004) 5
End of the First 90 Days Ensure participation in the Professional Development Courses Half-Point Probationary Performance Appraisal Determine performance goals Networking First Six (6) Months Professional Development Courses Determine Probationary Status Determine performance goals (continued) Goals & Expectations First Year Annual Performance Review Check in with questions Completion or near completion of your learning path Identify other courses that may be relevant to your role and discuss with your supervisor Receive your mid-term probation evaluation from your supervisor Prepare questions regarding further performance expectations, alignment, etc. Short-term goals Long-term goals Continue to schedule meetings with key people or groups to learn about the business, operations, etc. Completion of all courses within your learning path Identify other modules that may be relevant to your role and discuss with your supervisor Receive your final formal probationary performance evaluation Prepare questions regarding further performance expectations, alignment, etc. Short-term Long-term Review and clarify goals and expectations Conduct the performance review Set new performance expectations/goals for the next year Identify any areas needing alignment with respect to expectations and discuss with supervisor Identify opportunities for professional development and discuss with supervisor on how to achieve them 6