Skip to main content

Manager New Hire Checklist

(Rev September 2024)

Please refer to this checklist to ensure that you have covered all necessary pre-boarding and onboarding steps for your new employee. This checklist includes all steps from pre-hire through your employee's first year at UMass Dartmouth to ensure a successful transition and informative experience for your employee.

Pre-boarding steps

Before your new employee wtarts work: obtain equipment & all necessary access

  • Computer Equipment: Contact CITS at ITHelp@umassd.edu to arrange for all necessary computer equipment (ie. new computer* or reconfiguration of existing computer). You will receive an automated ticket receipt confirmation for your request and CITS will contact you directly.
    • *If a new computer is purchased, please note that a 2-3 week lead time may be necessary.
  • Shared Drives: Confirm your new employee has access to all applicable Departmental Shared drive(s) by contacting CITS at ITHelp@umassd.edu to submit your request.
  • Telecom Services: Contact Telecom@umassd.edu for telephone equipment needs, extension assignments, & voice mail preparation. Learn more about telephone and voicemail information
  • Key Requests: Submit any applicable key requests here. If you do not see the Building and Room you need a key for, please notify key control at Key.Control@umassd.edu.
  • PeopleSoft/COIN access - The manager must submit a COIN Access request form using the IT Help Ticket indicating advisor access is needed.
  • Announcement: Notify your department team of your new employee and their start date
  • Welcome Packet: Assemble a Welcome Packet for your new employee. Your Welcome Packet should include:
    • Schedule for their first week of employment
    • Department/Division Organizational Chart
    • Department Contact List including team member titles, phone extensions, and email addresses

On your new employee's first day of work

  • Bring your new employee to their work station
  • Begin and end the day with a face-to-face meeting
  • Introduce your new employee to the departmental staff
  • Provide your new employee with their Welcome Packet and review together
  • Review their job description and discuss expectations
  • Provide your new employee with an office tour which includes break/lunch areas, restrooms, copy machines/printers, office supply area(s), elevator(s), stairs, etc. Include a tour of the building and campus.
  • Assist your new employee with setting up their voicemail, including an overview of out of office messaging guidelines
  • Confirm that your employee has obtained their UMass Pass. Ensure they have successfully registered their vehicle(s) on the UMass Parking Portal online.
  • Confirm your new employee has access to Departmental Shared drive(s)
  • Confirm your new employee has set up their UMassD email account
  • Do a technology check-in: Verify working computer, departmental access/portal, printer hook-up, software needs, email, phone/voicemail, etc.
  • Review UMass Dartmouth and Departmental-specific information (ie. Time and attendance, emergency procedures, security protocols and building hours, panic alarms, etc.)

During your new employee's first week

  • If your new employee will be a timekeeper for your department, or if they will be approving other employees' time, ensure that they have completed Time Approver Access Request via the HR Portal
  • Schedule weekly or bi-weekly meetings to help foster the engagement of the new employee with the organization
  • Provide your employee with a list of pre-scheduled training dates/meetings and discuss development plans to support your employee in their new role. Work with your employee to register for job-related trainings. Employee trainings can be found here.
  • Order business cards, name tag, and name plate (if appropriate)
  • Provide access to University and department guidelines.

During your new employee's first month

  • Discuss process for Performance Management, review performance standards, share the appropriate performance evaluation forms and timelines.
  • Set up time with your new employee to develop goals for the first year.

During your new employee's first year

  • Continue to meet with your new employee regularly throughout the year to establish new goals, build a strong relationship, and provide continuous feedback
Submit an inquiry
HR Portal
HR Direct