ORIENTATION CHECKLIST
FOR THE NEW SPA PERMANENT EMPLOYEE
PART 1: BEFORE YOU BEGIN WORK
Receive Conditions of Employment (job offer) letter
Confirm acceptance of offer, start date, start time, and work schedule
Confirm date, time and location of the Welcome to Carolina New Employee Orientation session and
document(s) you need to bring
Determine if your employment authorization documents are current. If you are a visiting student
or scholar, refer to the following information regarding work authorization:
http://oisss.unc.edu/students/newstudents/prearrive.html. Report to International Student and
Scholar Services (ISSS) to verify work eligibility:
International Student and Scholar Services
Room 2004, FedEx Global Education
Center
301 Pittsboro Street
University of North Carolina at Chapel Hill
Chapel Hill, NC 27516
Telephone: 919-962-5661
Facsimile: 919-962-4282
Email: oisss@unc.edu
Report to The William and Ida Friday Center for Continuing Education for the Welcome to Carolina
New Employee Orientation session. The Center address is:
100 Friday Center Drive
Chapel Hill, NC 27599
(919) 962-3000
Note: It is recommended that you arrive at least 20 minutes prior to the scheduled start time to
ensure on-time arrival. If you or more than 15 minutes late, you will be scheduled for the next
available session
PART 2: YOUR FIRST DAY OF EMPLOYMENT
Meet your supervisor or other designated person
Learn where rest rooms, refreshments, and break areas are located
Receive keys and other required equipment
Tour the building and immediate work area with supervisor
Meet other staff members
Review job description with supervisor
Rev. 6/25/2012
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ORIENTATION CHECKLIST
FOR THE NEW SPA PERMANENT EMPLOYEE
Review the department's organizational chart and its relationship to campus
Meet with departmental Human Resources Facilitator to:
 Review personnel policies and procedures
 Learn about time reporting in the Time Information Management (TIM) system
 Review break/vacation/sick/personal leave policies
 Obtain Onyen and UNC OneCard
 Obtain Parking Permit (if appropriate)
Review your office's policies and procedures including:
 Work schedule
 Telephone, e-mail, and Internet use
 Office organization (files, supplies, etc.)
 Office resources (directories, dictionaries, style manuals, computer program manuals, staff
listing, etc.)
 Office standards and procedures
 Mail drop
 Process for requesting time off
 Probationary period
 Staff meetings
 Customer service philosophy
 Emergency procedures and management contacts
Review your office's policies and procedures including:
 Confidentiality
 Ethics
 Code of Conduct
 Computer Security
 Alert Carolina Program
 Other policies and procedures as applicable
PART 3: YOUR FIRST WEEK OF EMPLOYMENT
Review your work area to ensure needed equipment is in place
Meet with your supervisor and the assigned work partner to review the first week's activities (if
appropriate)
Familiarize yourself with the campus
Identify your key resources for information
Complete the Environment, Health & Safety (EH&S) Online Safety Orientation training
(note: you must complete this training within 30 days of employment)
Rev. 6/25/2012
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ORIENTATION CHECKLIST
FOR THE NEW SPA PERMANENT EMPLOYEE
Review the following with appropriate office personnel:
 After-hours and weekend office access
 General review of accounting (if appropriate)
 Listing of financial account numbers (if appropriate)
 Travel and reimbursement
 Travel credit card (if appropriate)
 Campus mail services
 Office supplies
 Copy machine and fax use
 Office safety issues
Review computer competency:
 Overview of policies and procedures, including confidentiality and privacy issues
 Assessment of knowledge of and comfort with department's hardware and software
 Hardware: turning on, backing up, printing, shutting down, etc.
 Software: Word, Excel, Mozilla Thunderbird, Page Maker, Payroll or other programs
needed by the position
 File servers
 E-mail, Internet
 Records retention
 Arrange further training and support as needed
Review/update your contact information and designate to receive AlertCarolina messages on the
UNC Chapel Hill Directory
PART 4: YOUR FIRST MONTH OF EMPLOYMENT
Meet with your supervisor to review:
 Job description
 Work plan
 Performance standards
 Work rules
Be sure that you have signed up for benefits prior to the enrollment deadline (within 30 days of
your official date of hire)
PART 5: YOUR FIRST THREE MONTHS OF EMPLOYMENT
Revisit performance standards and work rules
Receive SPA Employee Management & Competency Assessment and Performance Review. Discuss
both documents with your immediate supervisor.
Rev. 6/25/2012
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