Supervisor checklist_onbd2

Supervisor Onboarding Checklist

Use this checklist to guide supervisor tasks before the start date, during onboarding, and beyond.

☐ Before Start Date

• ☐ Complete Supervisor Training
  • ☐ In MyTrack: Supervisor Training: Graduate Employees, https://hr.uoregon.edu/emerging-supervisors-training-series, https://hr.uoregon.edu/mytrack-learning-supervisors-guide
• ☐ Prepare system access
  • ☐ Accounts setup
  • ☐ Teams phone
  • ☐ Canva access
  • ☐ Email role accounts / file shares
  • ☐ Building access cards / keys
  • ☐ Software logins
  • ☐ Workstation setup
  • ☐ Network devices
• ☐ Prepare office space
  • ☐ Furniture & equipment
  • ☐ Computer
  • ☐ Business cards / door nameplate
• ☐ Provide orientation & first-week schedule
• ☐ Order uniforms / PPE
• ☐ Send welcome email

☐ First Week of Work

• ☐ Review policies
  • ☐ Department/unit GDRS; i.e. duties & responsibilities: https://graduatestudies.uoregon.edu/academics/policies , https://graduatestudies.uoregon.edu/funding/ge/gdrs
  • ☐ Work & supervision schedule
  • ☐ Check in with your GE about work expectations
  • ☐ Sick leave / absences : https://graduatestudies.uoregon.edu/funding/ge/absences
  • ☐ Safety & emergency protocols: https://graduatestudies.uoregon.edu/onestop/safety
  • ☐ Dress code & appearance
  • ☐ Accessibility practices and accommodations: https://www.uoregon.edu/accessibility
  • ☐ Use of uniforms / PPE
  • ☐ Building / office / lab access
• ☐ Review technology protocols
  • ☐ Internal site / intranet
  • ☐ Acceptable use of data
  • ☐ Security & data policies: https://graduatestudies.uoregon.edu/academics/policies/ge/personnel-files, https://registrar.uoregon.edu/privacy
  • ☐ Telework / remote access
  • ☐ Password update cycles

☐ First 30 Days

• ☐ Review required trainings
  • ☐ Title IX: non-discrimination / harassment / retaliation and workplace conduct policies:  https://uomytrack.pageuppeople.com/learning/3992 (direct link),  https://hr.uoregon.edu/mytrack-learning-module
• ☐ For first-time GEs: review Graduate Employment at UO (policies, procedures, guidelines): https://graduatestudies.uoregon.edu/onestop/graduate-employment-ge-resources
• ☐ Invite GE to unit specific and DGS orientation meetings (https://graduatestudies.uoregon.edu/new-students-orientations/orientati…)

☐ Ongoing

• ☐ Regular check-ins
  • ☐ Progress on trainings
  • ☐ Future training opportunities: https://graduatestudies.uoregon.edu/academics/policies/faculty-staff/fa…
  • ☐ Get feedback on how supervision is going
  • ☐ Review workload allocation: https://graduatestudies.uoregon.edu/media/1311
• ☐ Monitor performance/evaluations: https://hr.uoregon.edu/graduate-employee-performance-evaluations 

Revised 8/25/2025