On and Beyond:
A Manager’s Checklist for
Onboarding New and
Transferring Employees
In order for newly hired and transferring employees to arrive and thrive, Human Resource has
compiled this checklist to help managers ensure their new team members are prepared to
make a successful start. To quickly reach full productivity, new employees must:
1)
2)
3)
4)
5)
Quickly and effectively learn their new job role
Acquire relevant resources, training and support
Learn organizational and department culture
Acquire a sense of self-efficacy in doing their job
Develop relationships with team-members and college colleagues
Completing this checklist will help employees achieve these goals.
It is useful to think about employee onboarding in terms of what must be done



before arrival,
in the first days, and
in the early weeks and months of employment.
There may be some details to add or subtract based on department need and job
responsibilities but the experience and outcomes should be consistent for all employees: each is
welcomed, oriented to the College and department, and supported in acquiring the
organizational relationships and knowledge to perform effectively.
To see what employees are learning in orientation go to:
http://www.cscc.edu/about/hcd/OrientationOnboarding.shtml
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Before First Day
This list can be complete by a manager or designee for a new or transferring employee.
#
Task
Detail
Phone (call x5050)
Arrange for set up of office or work area.
Computer Updates (call x5050)
Software (call x 5050)
(Please Note: In the event space
modifications are necessary, contact the
Keys (x5401)
Facilities Maintenance Dept. at ext. 5444.
Key card access (x2595)
1
They will assist you with estimates so you can
Office set-up, furniture employee
secure the necessary funding. )
nameplates(x5444)
Office Supplies
___________________________


Communicate with employee about
All employees are registered for
orientation during their pre-hire meeting
where to go on their first day.
with HR. All employees must attend the

Include guidance on where to
full-day orientation on the first of the
2
month. Those hired on the 15th also attend
park.

Also provide a brief description of the mid-month orientation. See
http://bit.ly/RP4LfH for orientation agenda
how they will spend their first few
and registration.
days.
 Set up employee meetings with critical Name
Date
Location
________________________________________
organizational clients and partners (if
________________________________________
relevant). Add to new/transferring
________________________________________
employee’s calendar.
3
________________________________________
________________________________________
________________________________________
4
 Create plan for employee’s first week.
Create “welcome packet.”
(Recommended)
5
6
7
Identify required and recommended
training to confirm with employee.
(Employees are advised of safety and
Colleague requirements during orientation.
Departments may have internal training.)
Prepare current staff to integrate new
/transferring employee.
Welcome Letter
Job manual (if available)
Contact names for the department
Schedule for first week
Department/unit organization chart
Department/unit phone/email list
Mission/vision and guiding principles
for department/unit or how department
enacts college mission/vision/values
Campus Tour Information
Business card order form
Key request form
Software request form
___________________________
Orientation ( http://bit.ly/RP4LfH)
Onboarding (See “College Knowledge”)
Safety ( http://bit.ly/1tJ9XDJ)
Colleague ( http://bit.ly/ZMWTzp)
Title IX (Future) ( http://bit.ly/ZF9rZg)
Office 365 (In Blackboard)
___________________________
Send start date
Send Bio or resume
Discuss how to welcome and orient
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#
First Day(s)/First Week
Orient employee to office area,
campus or learning center.
8
9
Introduce employee to co-workers.
10
 Review prepared “welcome
packet.”
Review Department Policies.
11
12
13
14
15
16
17
18
 Provide employee list of current
department projects and highlight
roles of other department members.
 Begin extended introductions with
co-workers. Team members meet with
the new/ transferring employee to
discuss their work.
Refer employee to required and
relevant training.
Discuss performance expectations
and begin performance planning.
Introduce employee to key clients
and partners (other departments or
community).
Touch base with employee each
day to answer questions.
Create first assignment.
Copier and codes
Mail
Restrooms
Break/lunch areas and vending
Safety Procedures
Office supplies and equipment
Recycling
 Take them on a tour of the building
Elevators, stairs, and exits
How to open/close office (if appropriate)
___________________________
___________________________
Update email distribution lists
See item #5
Process sick leave and vacation requests
Dress code
Office Procedures
Network drive/shared files
Work Hours
Emergency procedures
School closings
Security protocols and building hours
Phone and computer use
Timecard procedures (if appropriate)
Department traditions/culture
Online resources for additional information
Cell Phone/Mobile Device Policy (If
appropriate)
___________________________
See item #6
Discuss department work in relation to
college mission, vision and values
Discuss key responsibilities
Discuss core competencies
Discuss individual and team goals
See item #2

Achievable task to facilitate learning,
meeting people and gaining confidence in
new role.
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Within 30 days
 Continue extended introductions with co-workers if needed.
 Regularly check-in with employee to ensure they have needed information and resources,
Pro-actively integrate new/transferring employee into the work team.
This can be done through team building activities, partnering with or shadowing co-workers, team
planning meeting or other activity that involves team interaction.
Ensure participation in appropriate training if needed (items #6 & #14).
Continue arranging meetings with key clients and partners if needed (items #2 & #16).
Complete planning guides for performance management (item #15).

Thirty days and beyond
Encourage
participation in “College Knowledge” sessions.
Recommended for new non-managerial employees
Attend monthly information sessions with representatives of college divisions. This will help employees
learn about and develop relationships with other departments and a full picture of the work of the
College. Choose one of two offerings of each session during first year. See: cscc.edu/signup.
Month
Division
Jan/July
Academic Affairs
Meeting Times
th
January 30 9-10 a.m.
st
July 31 , 9-10 a.m.
Feb/Aug
Mar/Sept
Enrollment Management and Student
Services
Marketing and Communication
th
February 27 9-10 a.m.
th
August 28 9-10 a.m.
th
March 27 9-10 a.m.
th
September 25 9-10 a.m.
Apr/Oct
Information Technology
th
April 30 9-10 a.m.
th
October 30 9-10 a.m.
May/Nov
Human Resources
th
May 29 9-10 a.m.
th
November 20 9-10 a.m.
June/Dec
Business and Administrative Services
rd
June 23 , 9-10 am.
th
December 11 9-10 a.m.
Recommended for new Managers: “Making Connections”
Assist new leaders in meeting as many relevant areas of the college as possible. This will help the new
leader:
1) Obtain a full picture of the work of the College
2) Develop a systems view of how this work is accomplished
3) Learn the culture, practices and traditions of the organization; and
4) Develop a productive social network to support effective communication and collaboration.
Use the “Making Connections Meeting List” to schedule appropriate meetings.
Managers should also attend Monthly Managers’ Forums. See: cscc.edu/signup.
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