Pre-Arrival | Before the Employee's Start Date:

Communication Items:

• Review the copy of the confirmation email the new employee received from HR
• Call employee to convey welcome and reporting information
  • Encourage employee to complete Sign-In documents beforehand to bring with them to campus.
  • If they will be new to the area, are there resources you can help identify to make their transition smoother.
• Send employee a follow-up email conveying welcome to team, connection to mission, and first day important information:
  • Where and when to report with location
    • HR Monday Morning Orientation
    • Remind them of Forms of Identification needed for sign-in
  • Attire (See Day 1)
  • Parking (with link to campus map)
  • First day lunch (See Day 1)
  • Provide link to Organizational Chart or key directories
    • Campus | Department | Division
• Have the department/division head send a letter communicating welcome and importance of position and connection to mission. (See Sample)
• Communicate to staff the new hire’s start date, background, key responsibilities, work location, and contact information

Planning Item:

• Have department web-site updated
  • Add to department directory
  • Add to relevant list-serv/email-groups
• Arrange 1st day meet & greet and lunch
• Schedule Department, Building & Division Tour
• Schedule Campus Tour
  • Who will provide it: Manager, Designee or Outreach & Recruitment
• Develop a training schedule that spans the first week or two. Avoid any overload of training on the first day.
  • Identify individual(s) who will provide training of day-to-day activities
  • Identify what department, division or university events are taking place in the first 30 days that the new employee should attend
• Preview and plot out mandatory/compliance training to be completed:
  • Data Security and FERPA Training (All Employees) should be completed on Day 1
  • All other online compliance training should be completed within the first week:
    • CSU’s Discrimination, Harassment and Sexual Misconduct Prevention Program (Non-Supervisory Employees)
    • CSU’s Sexual Misconduct Prevention Program (Required of Supervisors Only, including supervision of student workers)
    • CSU’s Discrimination and Harassment Prevention Program (Required of Supervisors Only, including supervision of student workers)
    • Injury and Illness Prevention Program (All Employees)
  • Identify role-specific training: ProCard / Procurement
  • Defensive Driver Fundamentals
  • Conflict of Interest
  • Other
• Identify team standing meetings – include the meeting title and recurring dates
• Schedule meetings with members of the unit team for acculturation and learning
• Identify shadowing opportunities for new hires to attend with a direct manager or other team members
• Determine a schedule for recurring check-in meetings
• Identify university colleagues that the new hire should meet. Pre-schedule those that should take place during the first two weeks
• Choose one important, easy-win project for the employee; Plan to discuss it on the first day and have the employee begin to work on it during the first week.
• Look at the HR Professional & Personal Development Training Calendar and identify what upcoming training would be beneficial.

Action Items:

Work Space

• Clean work area and set with supplies
• Set up computer hardware, software and accessories calendared/set up
• If your new employee is a CSUN graduate, they’re now part of CSUN’s “Home Grown” community.Alumni Relations will reach out to the hiring manager and arrange to have a “Home Grown” welcome token/item delivered within the first two weeks.
• If starting multiple employees on the same day or close together, consider that all employees are treated equally.
• Prepare to order Business Cards, Nameplate

Access

• Get keys, Omni Codes – Items necessary for physical access
• Arrange phone and voicemail set-up with IT (allow 2 business days)
  • Reset name and code
• Establish access to shared drives
• Link computer to shared printers, etc.
• Complete Application Access Request Link as necessary.

Click here to print a complete OnBoarding Staff - Manager's Checklist (pdf)
Click here to print a complete OnBoarding Staff - Manager's Checklist (doc)