New Employee Onboarding Checklist

(Faculty, Staff and Temporary Employees)

This list is a suggested guideline, when onboarding new employees please note that

depending on the type of hire some of the items listed may or may not be relevant

Employee Name:

Department:

W-4 Federal form completed via ESS

W-4 State form completed via ESS

Patent Policy Form

Conflict of Interest policy statement

Ensure employee has access to the BUworks Central portal to confirm Personal Data

and to provide Emergency Contact Information

Confirm with employee the name and phone number of Human Resources Consultant

Sign up for Direct Deposit via ESS

Obtain BUID Terrier Card for eligible employees

New Employee Orientation scheduled by HR for __________________

Access Information

Establish access to appropriate computing resources and electronic files

Provide access to UIS as necessary

Establish phone extension

Activate voicemail

Provide long distance access code

Add employee’s name to any email group lists, distribution lists, internal/office phone

Inform staff of employee’s arrival

Set up and clean office space

Obtain office supplies

Establish training schedule

Establish office mailbox

Introduce employee to staff on first day

Bring on tour of building/office/facilities including lunchroom, emergency exits, and

restrooms

Indicate location of closest T stop or parking lot to office

Provide keys (office, building, desk, file cabinets etc.)

Review pay schedule

Confirm work schedule

Relevant Work Related Items

Business cards

Nameplates

Name badge

P-card

Cell phone

Beeper

Completed by: ____________________________________ Date: _________________