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New Hire Checklist

(9/2024 - cb)

Welcome to the University of Massachusetts Dartmouth! Please complete and review this checklist with your manager to ensure a smooth transition into your new role.

Onboarding steps

Before you start work

  • Make note of the government-issued identification you provided when completing your I-9 Tracker and Massachusetts CORI Authorization onboarding documentation and plan to bring them to Orientation on your first day of work.
    • Driver’s License
    • Passport
    • State Issued ID
    • Other: ________________________________________________
  • Review the Group Insurance Commission (GIC) Benefits Decision Guide and your benefits summary to familiarize yourself with your benefits options.
  • You will have the opportunity to ask benefits questions during your orientation.
  • Activate your HR Direct account and UMassD email. You will need your Employee ID number for this step. Please refer to the email you received from your Onboarding Specialist.
  • Activate your UMass Pass ID. Your identification badge will be generated and available for pick up within 24-48 hours of submitting your Information. Your UMass Pass identification badge can also be used for food and campus store purchases, access, and library privileges!
  • Obtain your UMass Parking Pass. Faculty and staff must pre-register all vehicles on campus on the UMass Parking Portal (online). Please have your vehicle registration available when you register.

On your first day

  • Report to your department at your scheduled start time.
  • Report to Foster Administration - Suite 213 at 9:45 to attend New Employee Orientation - Attendance is mandatory.
  • Be sure to bring your I-9 ID(s) to orientation to be verified by HR, in person.
  • Contact CITS for technology service & COIN setup or questions
  • Set up direct deposit in HR Direct (Failure to do so may impact the timely receipt of your first paycheck!)
  • Complete your federal & state tax withholding forms in HR Direct. *Please note, Rhode Island residents are required to complete the RI W-4 form for state withholdings.
  • Set up electronic W2 consent by logging into HR Direct and navigating to: Employee Self Service > W-2/W-2c Consent. (Learn more about electronic W2 consent in our HR Portal.)
  • Establish contact information for the University Online Directory.

Within your first week

  • Complete and return your benefits packet to the Benefits Team in Human Resources (Foster 213).
  • Register for UMassD MyAlerts. UMassD's MyAlert is a notification system designed to immediately deliver emergency information to students, faculty, and staff.

Within your first 21 days

Complete and submit your electronic benefits enrollment forms within the myGICLink Benefits Portal upon receipt of the email from myGICLink. Your enrollment forms must be submitted within 21 calendar days of hire to ensure benefits enrollment.

Within your first 60 days

  • Compliance Training - You will be sent an email from our training system, Get Inclusive with training modules. You are required to complete the following trainings: State Ethics, Data Security, Title IX and FERPA, and others depending upon your role.

Helpful information for new hires

Read our Frequently Asked Questions for new faculty and staff.

HR Direct time approver training

Supervisors are required to approve their employees' time every week In HR Direct. If you are a new supervisor who will need to  approve time, please complete the Time Approver Training & Access Request. HR will review your reporting structure and will contact you as soon as your permissions have been established.

Employee trainings

Register for an employee training. Available courses may include the following and are dependent upon your position. Please check with your supervisor before registering:

  • Financial Training Classes
  • Concur Travel & Expense
  • Buyways Requisitioner/Shopper Training
  • Approval Training for Buyways Requisitions & PeopleSoft Travel & Expenses
  • PeopleSoft Financial Reports & Budget Lookup Session
  • Summit 101 Financial Dashboard Informational Session
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