Free Sample University Staff Onboarding Checklist Template
Sample University Staff Onboarding Checklist
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
1. Pre-Arrival Preparation
Checklist Item |
Task Completed? |
Comments |
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Confirm the new hire’s start date and work schedule |
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Set up a staff email account and login credentials. |
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Prepare workstation (desk, chair, computer, phone, etc.) |
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Set up access to necessary software and systems. |
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Prepare welcome package (e.g., university swag, guide, etc.) |
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2. First Day Activities
Checklist Item |
Task Completed? |
Comments |
---|---|---|
Welcome new staff member to the team |
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Introduce to key staff members and departments. |
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Conduct office tour (kitchen, restrooms, common areas) |
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Provide an overview of university policies and procedures. |
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Confirm the new hire’s work schedule and expectations. |
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3. Job-Specific Training
Checklist Item |
Task Completed? |
Comments |
---|---|---|
Provide training on specific job responsibilities |
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Introduce key software and tools for the job role. |
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Set up one-on-one meetings with supervisor/team leads. |
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Provide any required job-specific certifications. |
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Discuss immediate projects and tasks. |
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4. Compliance and Documentation
Checklist Item |
Task Completed? |
Comments |
---|---|---|
Verify completion of all required employment paperwork (e.g., tax forms, direct deposit forms) |
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Ensure new hire completes I-9 form (if applicable) |
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Review safety protocols and emergency procedures. |
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Confirm benefits enrollment (health, dental, retirement, etc.) |
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Set up access to relevant university systems and databases. |
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5. Ongoing Support and Feedback
Checklist Item |
Task Completed? |
Comments |
---|---|---|
Schedule regular check-ins with the supervisor |
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Provide performance feedback after 30, 60, 90 days. |
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Encourage open communication and questions. |
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Discuss career growth and development opportunities. |
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Gather feedback on the onboarding process from new hires. |
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