NEW EMPLOYEE ON-BOARDING CHECKLIST
Preparing For Your New Employee’s Arrival
Employee Name:
Start Date:
Email:
Telephone Number:
CATEGORY/DESCRIPTION
STEPS
RESOURCE(S)
Created 11/9/16
WORK
LOCATION
Set-up work location and obtain
computer hardware
Determine Space
Organize and clean space
Furniture
IT New User Hardware Request Form
Purchase Order for Hardware
Facilities
IT
Procurement
1 month
CONDITIONS OF
EMPLOYMENT
Address and conduct applicable
conditions of employment (some
items may be job specific)
Background check
Licenses and Certifications
Fingerprinting
Pre-placement Physical
Pre-employment Drug Screening
HR
Timeline varies from
3 weeks to 3
months)
Staff/Management
2-4 weeks
depending on what
RELEVANT WORK
RELATED ITEMS
Prepare work station, order
supplies, nameplate, keys and
other necessary tools for success
Name Badge
Port Pass
Name plate
Keys
Supplies and Equipment
Purchasing Card
(Pro-Card)
Business cards
Uniform
Cell Phone Reimbursement
Other: ____________________________________
Facilities
IT
Procurement
2 weeks
COMPUTER AND
NETWORK ACCESS
Inform IT of access needs
SET-UP COMPUTER AND NETWORK
Obtain Employee ID Number from Human Resources
Account Access Form
PeopleSoft System Access Request Form
S
ET UP MOODLE - FACULTY
Moodle Access
Classes assigned in Moodle (Faculty)
Academic
Technologies
HR
IT
1 week
NEW/REHIRE EMPLOYEE
ORIENTATION(S)
Acquainting employees to the
department and Cal Maritime
Multiple orientations may be required
New Employee Orientation
Benefits Orientation
New Faculty Orientation
Department Orientation
Academic
Affairs
HR
1 week
NEW EMPLOYEE ON-BOARDING CHECKLIST
Preparing For Your New Employee’s Arrival
Employee Name:
Start Date:
Email:
Telephone Number:
CATEGORY/DESCRIPTION
STEPS
RESOURCE(S)
Created 11/9/16
GENERAL INFORMATION
Provide critical first-day
information
When to arrive (time)
Where to park
Where to report
What to wear
Work schedule
Campus Environment (i.e. review Campus Map, Dining, etc.)
1 week
VOICE
COMMUNICATIONS
Set-up Voice Communications
Voicemail
Phone Directory
Front Desk
Receptionist
IT
2 days
MANDATORY
TRAINING
Identify and set-up “required”
training
Assign Required Training
HR
IT
Risk
Management
2 days
WEB
SITE RESOURCES
Department
Website
Facilities
https://www.csum.edu/web/facilities-management
Human Resources
http://www.csum.edu/web/hr/
Information Technology
https://www.csum.edu/web/faculty-and-staff/it
Procurement
http://www.csum.edu/web/fiscal-services/resources.html
Academic Technologies
https://www.csum.edu/web/academic-technologies/