First Week
Below is a list of items that will help your new employee get a sense of CWRU and where they work, who they are working with, and a better understanding of their position. This is offered as a helpful guide.
- Office tour – may want to include a small gift in their new office (plant, coffee cup, picture frame with mission statement)
- Meet the staff – may want to have a light breakfast or lunch to bring everyone together and celebrate your new employee.
- Bathroom locations
- Kitchen and coffee supplies
- Staff mail – explain the mail system at CWRU, how they will receive mail, their current campus address and location codes.
- Office supplies
- Copier and scanner use
- Setup an appointment with Utech (368.1959) – computer use, computer access, email and calendar setup. You should have filled out the New Staff Set Up Form – on the form you can choose a time for Utech to stop in and setup your new employee's computer. https://students.case.edu/operations/it/support/newuserstart.aspx
- Review HCM
- Make sure employee personal information is correct and completed in each tab, except for benefits.
- How to track time: Go over general TRC codes. For the first month they must add a line for each day they work.
- Make sure you can approve time, or call your HRA Carol Tysh to get it set up.
- Review when employees are expected to start and end their work day.
- Discuss process for calling in sick and requesting vacation, and ask if they have any questions about accruing this time.
- Discuss pay, overtime, importance of being on time and tracking their time in HCM.
- Review work attire and "Spirit" Fridays.
- Review lunch policies – does it need to be scheduled? How long they can take?
- Review PeopleSoft
- Make sure they're correctly setup in PeopleSoft Financials.
- Make sure they're signed up for T and E reimbursements.
- If they'll be working in PeopleSoft, make sure they know where to find the training classes: http://case.edu/utech/caps/financials/
- Show them how to set up their voicemail, the basic functions of the phone and how it should be answered.
- Contact [U]tech if a new employee needs a cellphone for work.
- Make new employee aware of the Onboarding Buddy program, and that they will be assigned a buddy within the first three weeks.
- Take your new employee on a tour of your building.
- Make sure new employee has met with a member of the PDC and received a 'new employee gift bag.
- Make sure new employee has a copy of:
- Roster and short overview of each department or go to the Student Affairs website.
- Go to Student Affairs – Operations – Information Technology Website - http://students.case.edu/Tools/Directory/ You will find directories and organizational charts that may be helpful to your new employee – for contact information and understanding how our division is set up and operates.
- Review new employee job description.
- Discuss how the new employee fits into the department/division/university.
- Review first assignment with employee.
- Schedule a first meeting and feedback session.
- Setup a reoccurring meeting to make sure your new employee is on task and adjusting.
- Review customer service policy, and who your "'customers" are.
- Review any type of reports your new employee will be responsible for.
- Request they go into Orgsync experience.case.edu/ show them how to go to the Division of Student Affairs/People. Pull up their name – ask if they can upload a picture and write a short bio.
- Review the CWRU Home page - Go to the top right corner where it says "Staff" - this page has so many helpful links. You may want to do an overview of this page with them.
- Make sure your new employee is signed up to receive The Daily.
- Acceptable Use of Computing and Information Technology resources – FAQ.
- Review University Emergency Procedures – ALICE Program, Safe Ride, Campus Police (368.3333)