Manager's Onboarding Checklist

Congratulations on your new hire!  The new employee’s first days and initial weeks are filled with new information and many questions.  A manager’s goal in onboarding is to:

• Create a sense of belonging, commitment and excellence in your environment
• Help the employee understand their role in your department and its value to the overall mission of WPI
• Provide the employee with tools to be successful and strategies to navigate within the new role

Prior to New Hire's Start Date

• Send welcome email to new employee and confirm start date, office location, start time, first day contact person, dress code, scheduled plans for the day, etc. (Hiring manager/department should be copied.)    Send welcome email to new employee and confirm start date, office location, start time, first day contact person, dress code, scheduled plans for the day, etc. (Hiring manager/department should be copied.)    
• Request Technology and Access. Use the Complete IT Access Request Form to submit a request for shared drive access and administrative systems access.  Please refer to the related article Access Request for Employees and Contingent Workers.Request Technology and Access. Use the Complete IT Access Request Form to submit a request for shared drive access and administrative systems access.  Please refer to the related article Access Request for Employees and Contingent Workers.
• Schedule and confirm Technology Orientation through IT Schedule and confirm Technology Orientation through IT 
• Contact IT to prepare a computer and request a phone extensionContact IT to prepare a computer and request a phone extension
• Request Building Card AccessRequest Building Card Access
• Set up a welcoming workspace. Prepare employee's workspace where they can find one or more welcoming notes, as well as one or more welcoming gifts, such as a plant, coffee mug, or other item with WPI’s logo. Order keys, office furniture, and office supplies.Set up a welcoming workspace. Prepare employee's workspace where they can find one or more welcoming notes, as well as one or more welcoming gifts, such as a plant, coffee mug, or other item with WPI’s logo. Order keys, office furniture, and office supplies.
• Order business cards and/or nametagsOrder business cards and/or nametags
• Develop a department orientation agenda to share on the first dayDevelop a department orientation agenda to share on the first day
• Send an email announcement to department announcing the new hire and start date.Send an email announcement to department announcing the new hire and start date.
• Provide temporary parking for the first day (if not received by Talent & Inclusion)Provide temporary parking for the first day (if not received by Talent & Inclusion)

New Hire's First Day 

• Ensure your new employee completes Section 1 of the I-9 Form online in Workday and ID documents are verified by HR within the first three business days of their start dateEnsure your new employee completes Section 1 of the I-9 Form online in Workday and ID documents are verified by HR within the first three business days of their start date
• Review Campus ID Office website to request for a new WPI ID card.  Contact idoffice@wpi.edu for questions.Review Campus ID Office website to request for a new WPI ID card.  Contact idoffice@wpi.edu for questions.
• Obtain parking permit through Campus Safety Office via WPI Parking PortalObtain parking permit through Campus Safety Office via WPI Parking Portal
• Provide campus and department tourProvide campus and department tour
• Introduction to department and team membersIntroduction to department and team members
• Schedule a welcome lunch or dinner, if possibleSchedule a welcome lunch or dinner, if possible
• Schedule regular reviews and 1-on-1 timeSchedule regular reviews and 1-on-1 time
• Identify a team member to be a resource or buddy for your new employeeIdentify a team member to be a resource or buddy for your new employee
• Review work expectations and process for sick/vacation/personal time requestsReview work expectations and process for sick/vacation/personal time requests

• Schedule regular reviews and 1-on-1 time

New Hire's First Week

• Coordinate with HR to ensure all administrative and compliance items are coveredCoordinate with HR to ensure all administrative and compliance items are covered
• Attend IT Technology OrientationAttend IT Technology Orientation
• Review job Description / ResponsibilitiesReview job Description / Responsibilities
• Create and review a Training PlanCreate and review a Training Plan
• Review Department StandardsReview Department Standards
• Review Performance Management ProcessReview Performance Management Process
• Review the use of department equipmentReview the use of department equipment
• Review phone / voicemail setup / dialing Review phone / voicemail setup / dialing 
• Review computer applicationsReview computer applications
• Plan systems training (i.e. Workday, other)Plan systems training (i.e. Workday, other)
• Provide contact information for co-workers in your departmentProvide contact information for co-workers in your department
• Set up meetings with key stakeholders or WPI community members for introductionsSet up meetings with key stakeholders or WPI community members for introductions
• Arrange compliance and pertinent trainings required for the jobArrange compliance and pertinent trainings required for the job