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

Confirm the new hire’s start date and work schedule

  • Yes

  • No

Set up a staff email account and login credentials.

  • Yes

  • No

Prepare workstation (desk, chair, computer, phone, etc.)

  • Yes

  • No

Set up access to necessary software and systems.

  • Yes

  • No

Prepare welcome package (e.g., university swag, guide, etc.)

  • Yes

  • No


2. First Day Activities

Checklist Item

Task Completed?

Comments

Welcome new staff member to the team

  • Yes

  • No

Introduce to key staff members and departments.

  • Yes

  • No

Conduct office tour (kitchen, restrooms, common areas)

  • Yes

  • No

Provide an overview of university policies and procedures.

  • Yes

  • No

Confirm the new hire’s work schedule and expectations.

  • Yes

  • No


3. Job-Specific Training

Checklist Item

Task Completed?

Comments

Provide training on specific job responsibilities

  • Yes

  • No

Introduce key software and tools for the job role.

  • Yes

  • No

Set up one-on-one meetings with supervisor/team leads.

  • Yes

  • No

Provide any required job-specific certifications.

  • Yes

  • No

Discuss immediate projects and tasks.

  • Yes

  • No


4. Compliance and Documentation

Checklist Item

Task Completed?

Comments

Verify completion of all required employment paperwork (e.g., tax forms, direct deposit forms)

  • Yes

  • No

Ensure new hire completes I-9 form (if applicable)

  • Yes

  • No

Review safety protocols and emergency procedures.

  • Yes

  • No

Confirm benefits enrollment (health, dental, retirement, etc.)

  • Yes

  • No

Set up access to relevant university systems and databases.

  • Yes

  • No


5. Ongoing Support and Feedback

Checklist Item

Task Completed?

Comments

Schedule regular check-ins with the supervisor

  • Yes

  • No

Provide performance feedback after 30, 60, 90 days.

  • Yes

  • No

Encourage open communication and questions.

  • Yes

  • No

Discuss career growth and development opportunities.

  • Yes

  • No

Gather feedback on the onboarding process from new hires.

  • Yes

  • No

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