Annex
Departmental Administrator Induction and Probation Checklist
Induction
Action
Date
Done?
✓
Before arrival:
Check the important paperwork has been completed and returned by the
Administrator (e.g. University card application form, application for
membership of Congregation (grade 8 and above), etc.)
Identify an appropriate mentor for the new Administrator
University Personnel Services ensures that:
A signed copy of the contract is returned by the new Administrator
An original document confirming the right to work in the UK has been provided
by the new Administrator and a copy has been taken for their personal file
First week:
An introduction to the Department and team
An introduction to other Heads of Departments / Associated Units
An introduction to the Departmental Administrator Project Officer (DAP); who
will discuss training and professional development opportunities with the
Administrator, as well as arrange meetings with the key contacts within the
University
Set up an initial one-to-one meeting within the first two weeks
Arrange departmental health and safety and local induction training
First month:
Set appropriate targets / objectives using Form A and the job description
Schedule the first probationary review meeting for when the new Administrator
will have been in post for three months
Annex
Arrangements for Probationary Review Meetings
Action
Date
Done?
✓
The Head of Department to seek opinions on the Administrator’s performance
from key University personnel (see the induction and probation procedures
overview guidance for the full list)
the Head of Department ensures that the Review Preparation Form B is issued
to the Administrator in advance
Carry out the initial probationary review (three months after Administrator
started in post)
Review targets / objectives set using Forms A and B
If performance is satisfactory: Set a follow up review meeting for when the
Administrator is halfway through their probationary period
If performance is unsatisfactory: Set a follow up review meeting for when is
deemed appropriate
Set clear targets / objectives to be assessed at the next review meeting. In cases
of unsatisfactory performance, a clear action plan should be devised.
Arrange a follow-up review meeting
Carry out the interim review meeting (halfway through the probationary period)
following the steps above
Arrangements for Final Probationary Review Meeting
Ensure that the final review commences four months before the end of
probation and must be completed within one month
Carry out the review meeting using the principles set out for the initial and
interim meetings above
Make a decision on the probationary period outcome: confirmation in post;
extension or non-confirmation in post. Use the induction and probation
overview for guidance.