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 accts / 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
  • Review departments GDRS i.e. duties & responsibilities: https://graduatestudies.uoregon.edu/academics/policies , https://graduatestudies.uoregon.edu/funding/ge/gdrs
  • Work & supervision schedule
  • Performance expectations / evaluations: https://hr.uoregon.edu/graduate-employee-performance-evaluations
  • 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-reso…

☐ 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: https://hr.uoregon.edu/graduate-employee-performance-evaluations