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Supervisor Onboarding Checklist

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

Before Start Date

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TASK Name

Details

1

Complete supervisor training

In MyTrack: Supervisor Training: Graduate Employees;
Emerging Supervisors Training Series,
MyTrack Supervisors Guide

2

Prepare system access

Accounts setup, Teams phone, Canva access, email role accounts / file shares, building access cards / keys, software logins, workstation setup, network devices

3

Prepare office space

Furniture & equipment, computer, business cards / door nameplate

4

Provide orientation & first-week schedule

 

5

Order uniforms / PPE

 

6

Send welcome email

 

* International GE hires only

 

FIRST WEEK OF WORK

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TASK Name

Details

1

 

 

2

 

 

3

 

 

4

 

 

5

 

 

6

 

 

FIRST 30 days of work

 

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TASK Name

Details

1

 

 

2

 

 

3

 

 

4

 

 

5

 

 

6

 

 

*International GE hires only

 

ongoing

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TASK Name

Details

1

 

 

2

 

 

3

 

 

4

 

 

5

 

 

6

 

 

 

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* International GE hires only

 

FIFTH FINAL version

 

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Graduate Employee Supervisor Checklist

Before Start Date

#

Task Name

Details

1

Complete Supervisor Training

In MyTrack: Supervisor Training: Graduate Employees;
Emerging Supervisors Training Series,
MyTrack Supervisors Guide

2

Prepare system access

Accounts setup, Teams phone, Canva access, email role accounts / file shares, building access cards / keys, software logins, workstation setup, network devices

3

Prepare office space

Furniture & equipment, computer, business cards / door nameplate

4

Provide orientation & first-week schedule

 

5

Order uniforms / PPE

 

6

Send welcome email

 

First Week of Work

#

Task Name

Details

1

Review department/unit GDRS and work expectations

 

2

Cover work & supervision schedule

 

 

 

 

3

Review sick leave and absence policies

 

4

Review safety resources & emergency protocols

 

5

Review dress code & appearance

 

6

Review accessibility resources and accommodations

 

7

Order & distribute uniforms / PPE

 

8

Provide building / office / lab access

 

9

Review technology protocols

internal site / intranet, acceptable use of data, security & data policies, rules on GE Personnel Files, FERPA & Privacy, telework / remote access, and password update cycles

First 30 Days

#

Task Name

Details

1

Review required trainings

Title IX, workplace conduct:
Direct Link,
MyTrack Module

2

For first-time GEs: review Graduate Employment at UO

GE Resources

3

Invite GE to unit-specific and DGS orientation meetings

Orientation Info

Ongoing

#

Task Name

Details

1

Regular check-ins

 

2

Progress on trainings

 

3

Future training opportunities

Faculty & Staff Development

4

Get feedback on how supervision is going

 

5

Review workload allocation

Workload Allocation PDF

6

Monitor performance/evaluations

GE Evaluation Guide

ABOVE HERE is testing...

FOURTH VERSION

 

Graduate Employee Supervisor Checklist

Before Start Date

#

Task Name

Details

1

Complete Supervisor Training

In MyTrack: Supervisor Training: Graduate Employees;
Emerging Supervisors Training Series,
MyTrack Supervisors Guide

2

Prepare system access

 

3

Accounts setup

 

4

Teams phone

 

5

Canva access

 

6

Email role accounts / file shares

 

7

Building access cards / keys

 

8

Software logins

 

9

Workstation setup

 

10

Network devices

 

11

Prepare office space

 

12

Furniture & equipment

 

13

Computer

 

14

Business cards / door nameplate

 

15

Provide orientation & first-week schedule

 

16

Order uniforms / PPE

 

17

Send welcome email

 

 

First Week of Work

#

Task Name

Details

18

Review policies

Department/unit GDRS: Graduate Policies,
GDRS Guide

19

Work & supervision schedule

 

20

Check in with your GE about work expectations

 

21

Sick leave / absences

Absence Policy

22

Safety & emergency protocols

Safety Resources

23

Dress code & appearance

 

24

Accessibility practices and accommodations

Accessibility Resources

25

Use of uniforms / PPE

 

26

Building / office / lab access

 

27

Review technology protocols

 

28

Internal site / intranet

 

29

Acceptable use of data

 

30

Security & data policies

GE Personnel Files,
FERPA & Privacy

31

Telework / remote access

 

32

Password update cycles

 

First 30 Days

#

Task Name

Details

33

Review required trainings

Title IX, workplace conduct:
Direct Link,
MyTrack Module

34

For first-time GEs: review Graduate Employment at UO

GE Resources

35

Invite GE to unit-specific and DGS orientation meetings

Orientation Info

Ongoing

#

Task Name

Details

36

Regular check-ins

 

37

Progress on trainings

 

38

Future training opportunities

Faculty & Staff Development

39

Get feedback on how supervision is going

 

40

Review workload allocation

Workload Allocation PDF

41

Monitor performance/evaluations

GE Evaluation Guide

 

THIRD VERSION BELOW GE Onboarding Checklist 

Graduate Employee Onboarding Checklist

 

SECOND VERSION BELOW 

Graduate Employee Supervisor Checklist

Before Start Date

#

Task Name

Details

1

Complete Supervisor Training

In MyTrack: Supervisor Training: Graduate Employees
Emerging Supervisors Training Series, MyTrack Supervisors Guide

2

Prepare system access

 

3

Accounts setup

 

4

Teams phone

 

5

Canva access

 

6

Email role accounts / file shares

 

7

Building access cards / keys

 

8

Software logins

 

9

Workstation setup

 

10

Network devices

 

11

Prepare office space

 

12

Furniture & equipment

 

13

Computer

 

14

Business cards / door nameplate

 

15

Provide orientation & first-week schedule

 

16

Order uniforms / PPE

 

17

Send welcome email

 

First Week of Work

#

Task Name

Details

18

Review policies

Department/unit GDRS: Graduate Policies, GDRS Guide

19

Work & supervision schedule

 

20

Check in with your GE about work expectations

 

21

Sick leave / absences

Absence Policy

22

Safety & emergency protocols

Safety Resources

23

Dress code & appearance

 

24

Accessibility practices and accommodations

Accessibility Resources

25

Use of uniforms / PPE

 

26

Building / office / lab access

 

27

Review technology protocols

 

28

Internal site / intranet

 

29

Acceptable use of data

 

30

Security & data policies

GE Personnel Files, FERPA & Privacy

31

Telework / remote access

 

32

Password update cycles

 

First 30 Days

#

Task Name

Details

33

Review required trainings

Title IX, workplace conduct:
Direct Link, MyTrack Module

34

For first-time GEs: review Graduate Employment at UO

GE Resources

35

Invite GE to unit-specific and DGS orientation meetings

Orientation Info

Ongoing

#

Task Name

Details

36

Regular check-ins

 

37

Progress on trainings

 

38

Future training opportunities

Faculty & Staff Development

39

Get feedback on how supervision is going

 

40

Review workload allocation

Workload Allocation PDF

41

Monitor performance/evaluations

GE Evaluation Guide

FIRST VERSION below

Graduate Employee Supervisor Checklist

#

Task Name

Details

Before Start Date

1

Complete Supervisor Training

In MyTrack: Supervisor Training: Graduate Employees
Emerging Supervisors Training Series, MyTrack Supervisors Guide

2

Prepare system access

 

3

Accounts setup

 

4

Teams phone

 

5

Canva access

 

6

Email role accounts / file shares

 

7

Building access cards / keys

 

8

Software logins

 

9

Workstation setup

 

10

Network devices

 

11

Prepare office space

 

12

Furniture & equipment

 

13

Computer

 

14

Business cards / door nameplate

 

15

Provide orientation & first-week schedule

 

16

Order uniforms / PPE

 

17

Send welcome email

 

First Week of Work

18

Review policies

Department/unit GDRS: Graduate Policies, GDRS Guide

19

Work & supervision schedule

 

20

Check in with GE about work expectations

 

21

Sick leave / absences

Absence Policy

22

Safety & emergency protocols

Safety Resources

23

Dress code & appearance

 

24

Accessibility practices and accommodations

Accessibility Resources

25

Use of uniforms / PPE

 

26

Building / office / lab access

 

27

Review technology protocols

 

28

Internal site / intranet

 

29

Acceptable use of data

 

30

Security & data policies

GE Personnel Files, FERPA & Privacy

31

Telework / remote access

 

32

Password update cycles

 

First 30 Days

33

Review required trainings

Title IX, workplace conduct:
Direct Link, MyTrack Module

34

For first-time GEs: review Graduate Employment at UO

GE Resources

35

Invite GE to unit-specific and DGS orientation meetings

Orientation Info

Ongoing

36

Regular check-ins

 

37

Progress on trainings

 

38

Future training opportunities

Faculty & Staff Development

39

Get feedback on how supervision is going

 

40

Review workload allocation

Workload Allocation PDF

41

Monitor performance/evaluations

GE Evaluation Guide