Onboarding Condensed Checklist
Onboarding Coordinator - Senior Leadership Team Hire:
Complete Checklist can be found at: http://www.ucalgary.ca/hr/SLT-onboarding-coordinator-checklist
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Notification of Hire/Transfer
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For International SLT Hires – Ensure Work Permit and SIN has been sent to HR
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Welcome Email to New SLT
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Set up Meeting with President / Vice-President and ensure they have started the Supervisor’s
Checklist
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If New Hire is from outside province or country direct them to website:
http://www.ucalgary.ca/careersuofc/relocation-home
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Follow-up with New SLT Member to ensure they have created an IT Account and EID, see Just
Joined link: http://www.ucalgary.ca/hr/just-joined
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Assist New Hire with Parking Information
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Order a Computer
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Ensure Benefit, Pension & Tax Forms have been submitted as well as on-line banking completed
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Help the New SLT Member Setup a Research Allowance (if applicable)
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Determine Workspace Requirements
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Order Equipment
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Signing Forms (University Credit Card Applications, Project Request Form)
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Request Building/Office Access
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Telephone Requirements/Order a Cell Phone
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Update the Directory and Faculty/Unit Distribution Lists
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Request PeopleSoft and other Systems Access (can future date)
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Request Personal/Network Share Drive and Other Access (if applicable)
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Apply For a SecurID (if applicable)
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First Things First (Before Start Date)
Connect with New SLT Member Re:
Connect with the President / Vice-President Re:
Administrative Preparation
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Direct Deposit
Timesheet Approval
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Delegate Outlook Calendar Access
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Order Business Cards
Getting Started – On or After Their First Day
Ensure SLT Obtains UNICARD & Request Swipe Access (if applicable)
Direct Employee to ISC for Assistance with On-line Self Services:
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