Student Affairs New Employee Checklist
UWM Employees are our most critical investment in achieving our vision, mission and goals. Successfully onboarding a new
employee can have a dramatic effect on retention and engagement with the campus community. This checklist is intended
to help supervisors get new employees off to the best start possible by giving them the information, tools and resources
they need.
Supervisors, please review this checklist in advance of your new employee’s start date, ideally at least a couple weeks
ahead of it in order to incorporate the time necessary to complete checklist items into your schedule and relevant other staff
members’ schedules. While all these items are important, perhaps the most important one connecting with your new hire
to let them know about what to expect on their first day of work (where to report, what to wear, what they’ll be doing, etc.).
Feel free to include additional items in the spaces provided that are position- or department-specific as well as those items
that you think are important but may not have been included here.
Employee Name:
Title:
Phone #:
UWM Email/Panther ID:
To Be Signed ONLY When Entire Checklist Is Complete. Scan and
Send an Electronic Copy to Lorraine King-Marrari (lking@uwm.edu)
for Employee File
EMPLOYEE SIGNATURE & DATE
Supervisor Name:
Unit/Area:
SUPERVISOR SIGNATURE & DATE
1
Pre-Start Date
RESPONSIBLE
PARTY
PROCEDURES
RESOURCE
NOTES
DATE COMPLETED
Supervisor
Employee
Background Check (CBC)
Divisional HR
N/A
N/A
Offer Letter
Divisional HR
N/A
N/A
New Hire Packet
Divisional HR
N/A
N/A
Email new hire announcement
department/unit/division
to Supervisor
Phone call or email to new employee, include
info: work location, phone number, email
address, start date and time and where to
report, dress wear, explain work schedule
Schedule time for an HR Orientation &
Benefit Orientation
Request necessary computer software or
database access (see list below)
Office prepared (painted, furniture, clean,
etc.).
Keys for work area ordered
Discussion with employee of re-location to
Milwaukee
Student Union WG25; call 229- Included in packet: position description,
4000;
or campus map (highlighting where to report to
http://www4.uwm.edu//trans/
work), parking information, information on
UWM and Student Affairs
Supervisor
Unit HR
Specialist
Supervisor or
designee
Supervisor or
designee
Supervisor or
designee
Supervisor or
designee
http://www4.uwm.edu/hr/bene
fits/
Contact SA-ITS via
it-services@uwm.edu
No registration necessary; incorporate into
new employee’s schedule and alert them
Applic Y / N
Applic Y / N
Mail bin set up
2
First Day
PROCEDURES
RESPONSIBLE
PARTY
RESOURCE
NOTES
DATE COMPLETED
Supervisor
Employee
HOUSEKEEPING ITEMS
1-Hr Meeting with unit HR specialist
Unit HR specialist
Review Divisional Website Resources
Unit HR specialist
Give information to _______for the
Staff Directory: Office Room, Phone
Number, Title etc…
Employee Handbook &
Acknowledgement Form
Explain the use of Travel, Vacation, or
Sick Leave Request forms (also, Legal
Holiday schedule)
Unit HR specialist
or designee
Explain when employee receives first
paycheck and frequency of pay
Phone line & Phone #:_____________
Supervisor
Office Supply Ordering
Supervisor or
designee
Unit HR specialist
or designee
Supervisor or
designee
Complete all paperwork as needed
Applic Y / N
Leave Statement and Leave
Report are available online at
the UW System portal
(http://my.wisconsin.edu)
Also discuss online absence entry and HRS
(revisit after they get access to HRS if
needed)
Dialing:
https://www4.uwm.edu/uits/se
rvices/phones/office/centrex_di
aling.cfm
Features:
www4.uwm.edu/uits/services/p
hones/office/resources/centrex
_features.cfm
Discuss phone etiquette/standards &
coverage
Supervisor or
designee
Reset/Set-up voicemail account
Applic Y / N
TRAINING-RELATED ITEMS
Review onboarding checklist
Supervisor
Schedule future meeting times and
discuss general training agenda; share
how to contact you, communication
expectations for first two weeks, etc.
Locations of restrooms, staff lounge,
mail bin, etc.
Supervisor
3
Within First Week
PROCEDURES
RESPONSIBLE
PARTY
RESOURCE
NOTES
DATE COMPLETED
Supervisor
Employee
HOUSEKEEPING ITEMS
Staff ID (Mellencamp 274)
Order Business Cards & Name Badge
Uniform or staff shirts
Explain required training list
Schedule a staff photo
Visa Purchasing Card
Safety Rules & Regulations for
fire/evacuation & other emergencies
Unit HR specialist
or designee
Unit HR specialist
or designee
Supervisor or
designee
Unit HR specialist
or designee
Supervisor or
designee
Supervisor or
designee
Supervisor or
designee
Needs to be in HRS
Applic Y / N
Applic Y / N
Discuss dress code
Applic Y / N
http://www.uwsa.edu/fadmin/Purc
hasing%20Cards.htm
Applic Y / N
http://www4.uwm.edu/life/health-andsafety.cfm
Safe Alert System:
https://www4.uwm.edu/safety/safe_alert.cfm
Access and review of relevant
computer systems
Copier/fax/printer (locations, basic
training)
Mail system (interoffice, postage, etc.)
Supervisor or
designee
Computer support: extension
4606
Preliminary list provided below in Resources
List
4
Within First Week
PROCEDURES
RESPONSIBLE
PARTY
RESOURCE
NOTES
DATE COMPLETED
Supervisor
Employee
TRAINING-RELATED ITEMS
Register employee for next Student
Affairs New Employee Orientation
Review Employee's Job Description,
discuss in depth expectations,
challenges, opportunities, evaluative
elements
Unit HR Specialist
Review organization structure, mission
and vision. How we fit into the
division
Discuss professional development and
university/divisional/department
committee opportunities
Unit Director
Meet and Greet Dept./Unit Staff
Supervisor
Dept./Unit & Campus Tour
Supervisor or
designee
Supervisor
Discuss professional etiquette,
workplace expectations, Employee
Ethics and Confidentiality and the
UWM Code of Conduct
Supervisor
http://www4.uwm.edu/hr/form Discuss timeline for evaluation(s) and process
s/academic/performance/uploa
d/acstaffeval.doc or
https://www4.uwm.edu/hr/dev
/faculty_and_staff/classified/per
formance_evaluation.cfm
Discuss Student Affairs 4th Tuesday
Professional Development Programs
Supervisor
http://www4.uwm.edu/visit/
Show break area, when how to take lunch
and other breaks
http://www4.uwm.edu/secu/do
cs/faculty/2901_Code_of_Co_ct
_04_25_13.pdf
http://www4.uwm.edu/internal
audit/upload/Ethics-brochureAugust-2013.pdf
Discuss UWM Best Place to Work
initiative and Work/Life Balance
Supervisor or
designee
http://www4.uwm.edu/hr/work
life/index.cfm
5
Within First Month
HOUSEKEEPING ITEMS
RESPONSIBLE
PARTY
PROCEDURES
Driver’s Authorization Form Submitted
Family Educational Rights and Privacy
Act
Executive Order #54
Title IX Training
Active Shooter
Employee
provides
completion
certificate to
supervisor
Employee
provides
completion
certificate to
supervisor
RESOURCE
http://www4.uwm.edu/sao/for
ms/downloads/Driver%20Autho
rization.pdf
REQUIRED TRAINING
https://www4.uwm.edu/DES/ap
ps/ferpaquiz/
https://www4.uwm.edu/employ
eedev/mandate/
NOTES
DATE COMPLETED
Supervisor
Employee
Applic Y / N
http://www4.uwm.edu/current_students/rec
ords_grades/upload/ferpamanual.pdf
http://www4.uwm.edu/hr/news/eo54.cfm
http://uwm.edu/titleix/training/
http://www4.uwm.edu/employ http://www4.uwm.edu/safety/emergencies/
eedev/shooter/index.cfm
active_shooter.cfm
POSITION-SPECIFIC TRAINING (Updated by Supervisor or Designee—examples provided here)
Low Dollar Ordering, WISDM
Safety: Blood-Borne Pathogens, OSHA,
CPR/AED
Campus Connect Suicide Prevention
Safe Space/LGBT:101
http://www4.uwm.edu/lgbtrc/
Title IX
ADA Compliance
Records Management
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RESOURCES (Position-Specific Information Updated by Supervisor or Designee; examples provided)
Computer Programs:
 Personal drive
 Shared drives
 PAWS https://paws.uwm.edu/psp/saprod/?cmd=login
o PAWS is “Panther Access to Web Services,” an online student services system used by instructors, advisors and students.
o Options: Enrollment, Service Indicator, Financial, and Academic information, others
 MAP-Works uwm.MAP-Works.com
o MAP-Works is “Making Achievement Possible” and it is an online tool that allows UWM to understand a student’s transition to college.
o MAP-Works enables effective early intervention for students while motivating, informing, and coordinating faculty/staff to outreach
effectively to focus students on successful behaviors.
 PantherSync http://www4.uwm.edu/sao/panthersync/portal/
o PantherSync is an online community management system hosted by OrgSync, Inc. and is filled with 300+ registered student organizations at
UW-Milwaukee. The following are benefits of the system: campus communication, organization management, tracking student involvement,
event planning, 24/7 access to all UWM student organizations, and much more!
 Maxient https://cm.maxient.com/index.php?uwm
o This cutting edge software allows us to increase communication between departments on campus which have a need to know about student
conduct/disciplinary issues. Maxient's Conduct Manager™ allows UWM (primarily through the Dean of Students Office and University Housing)
to send electronic correspondence to students regarding their student conduct matters.
 Campus Labs www.uwm.campuslabs.com
o Campus Labs provides campuses tools to be successful in achieving comprehensive and coordinated campus-wide assessment practices that
inform decision-making and unify the campus.
o Student Affairs has an active Assessment team that helps units utilize information gathered through the use of Campus Labs, among many
other functions. https://sa.uwm.edu/assessment/assessment-team/
 WISDM https://wisdm2.doit.wisc.edu/wisdm2
o Online financial reporting system
People to Meet:

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General Policy-Related:
 Campus Policies and Procedures:
 Board of Regent Policies and Procedures:
 UW-System Policies:
 Wisconsin Administrative Code:
http://www4.uwm.edu/secu/
http://www.uwsa.edu/bor/policies/rpd/
http://www.uwsa.edu/spp.htm
http://www.legis.state.wi.us/rsb/code/uws/uws.html
Human Resources-Related:
 Absence Management
 Climate & Diversity Issues:
 UWM Human Resources Online Training Resources:
 FMLA Rights and Basic Information:
 Employee Grievance
 Classified Employee Work Rules
 Sexual Harassment
http://www4.uwm.edu/hr/
http://www4.uwm.edu/hr/pde/hrs/absence_management.cfm
http://www4.uwm.edu/Dept/Acad_Aff/climate/
http://www4.uwm.edu/hr/pde/
http://www4.uwm.edu/hr/toolkits/fmla_toolkit/upload/fmla_info.pdf
http://www4.uwm.edu/hr/faculty_and_staff/classified/index.cfm
http://www4.uwm.edu/hr/faculty_and_staff/classified/classified_work_rules.cfm
http://www4.uwm.edu/sexualharassment/
Safety-Related:
 Risk Management Manual
 UWM Police:
http://www4.uwm.edu/safety/
http://www.uwsa.edu/oslp/rm/manual/
http://www4.uwm.edu/police/
Student Affairs Departments
 Admissions
 Athletics
 Auxiliary Services
 Bookstore
 Career Development Center
 Center for Student Involvement
 Center for Community-Based Learning,
Leadership & Research
 Children’s Learning Center
 Dean of Students
 Financial Aid
 Lesbian, Gay, Bisexual, Transgender Resource Center
 Military and Veterans Resource Center
 Neighborhood Housing Office and COAST
www.aux.uwm.edu/studentaffairs/
http://www4.uwm.edu/admission/
www.uwmpanthers.com/
https://sa.uwm.edu/aux/
www.bookstore.uwm.edu/home.aspx
www4.uwm.edu/cdc/
www.involvement.uwm.edu
http://www4.uwm.edu/community/
www.uwm.edu/Dept/CCC/
http://www4.uwm.edu/dos/
http://www4.uwm.edu/financialaid/
https://sa.uwm.edu/lgbtrc/
https://sa.uwm.edu/mavrc/tag/mavrc/
www.aux.uwm.edu/nho/
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


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Norris Health Center
Registrar’s Office
Restaurant Operations
Student Affairs IT Services
Student Association
Student Success Center
Student Union
Transportation and Safety
University Housing
University Recreation
Women’s Resource Center
Inclusive Excellence Center
Additional Resources
 Important Campus Dates and Deadlines
 Access for Success
 Campus Map
 Office of Assessment & Institutional Research
 UWM Public Records
 Technology Resources
 Learning Technology Center
 Acceptable Use training:
 UWM Library
 Panther Academic Support Services (tutoring)
 Accessibility Resource Center
 Center for International Education
www4.uwm.edu/norris/
http://www4.uwm.edu/registrar/
www.aux.uwm.edu/dining/
https://sa.uwm.edu/saits/
www4.uwm.edu/studentorg/sa/
http://www4.uwm.edu/ssc/
www.aux.uwm.edu/Union/
http://www4.uwm.edu/boss/
https://sa.uwm.edu/housing/
http://www4.uwm.edu/urec/
http://www4.uwm.edu/wrc/wrc_interim/interim/index.cfm
https://sa.uwm.edu/iec/
http://www4.uwm.edu/hr/dates_deadlines/index.cfm
http://www3.uwm.edu/Dept/Acad_Aff/access/
http://www4.uwm.edu/map/
http://www4.uwm.edu/acad_aff/assessment/
http://www.uwm.edu/Dept/Univ_Rel/records.htm
http://www4.uwm.edu/technology/services/
http://www4.uwm.edu/ltc/
https://www4.uwm.edu/employeedev/etraining/acceptableuse/index.cfm
http://www.uwm.edu/Library/
http://www4.uwm.edu/pass/
http://www4.uwm.edu/sac/index.html
http://www4.uwm.edu/cie/aboutcie.cfm
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