New Professional Staff Checklist

Items that new staff should do upon starting at CFYE.

New to Campus:

Obtain Wiscard 
Mandated Reporter Training
Campus Security Authorities Training (Clery Act)
Benefits 101 Important to do this as soon as possible, decisions about insurance need to be made within first 30 days of being hired, Benefits 101 will explain options.
New Employee Orientation
Complete the Classroom Media Support tutorial to get access to class room A/V systems


Things to set up:
Set up your e-mail to the Office 365 naming convention  - your original e-mail will be tied to your netID (, you will need to change it to the e-mail convention of 
Configure e-mail & calendar - please share your calendar with rest of CFYE pro-staff
Subscribe to the rest of CFYE staff and resources

If the previous office holder did not leave the password they set for the voicemail, you will need to have the office coordinator get the voicemail password reset [Link for document 17999 is unavailable at this time.]
Cisco VoIP - Email notification of new voicemail messages
Review/Update Personal Information
Log In to Qualtrics Survey Hosting Service
Set-up Access to Campus Labs (formerly Student Voice) -send Argyle Wade, name, netID, and email.
Log In to Box
Access O Drive - Shared Network Drive. Most files should be stored here, avoid saving important files to desktop.
Access H Drive - Private Network Drive. Store personal files and files not appropriate for all CFYE staff (i.e. staff evaluations etc)
    -Problems access O or H drive? Mapping instructions are here. Mac  Windows
Access to Baseline (survey development tool) - Contact Ning Sun (DSL Assessment coordinator - and ask to be added to the CFYE user list.
    -More information on Baseline can be found here.

Tools to familiarize yourself with:

[Link for document 87570 is unavailable at this time.]
UW Home page
Campus Map
Campus Directory
[Link for document 46336 is unavailable at this time.]
CFYE's Website
SOAR Resources Wiki - link at Campus Resources, For Faculty & Staff footer on CFYE home page
Division of Student Life Intranet - Mission, Vision and Strategic Priorities for division, Organization Chart and Units, Policies and Resources
CFYE's Social Media Campaigns

Set up meetings with:
Linda Belz - Division of Student Life Human Resources Benefits Coordinator, this meeting should be set up in the first or second day.
Directors of the units within the Divsion of Student Life for a departmental overview of their office
Campus Partners - discuss with your supervisor

On-Boarding to the Division of Student Life:
1. The Division strives to infuse social justice into all our work

2. A member of the Division of Student Life who is in a similar role to you will be assigned to you as your Peer Partner, and will contact you to set up a meeting.  Make sure you meet with this staff.

3. Division of Student Life will hold a series of monthly brown bag during your first year, please get the schedule of these events from your supervisor and add them to your calendar.

Other Items

If you supervise student employees
1. You will need to familiarize yourself with HRS.  The office manager handles hiring paperwork for student employees, will set up appointments in HRS, and can assist with errors seen in student time sheets.  Supervisor's role is to review student hours, occasionally edit hours a student submitted, and correct common time entry errors.
Getting Started with Time Approval
Enter Missed Time for a Student Employee

If your role needs you to have a purchasing card
Training  - General
Training  - Travel

If you will have job-related travel
Become an Authorized Driver for UW Fleet Vehicles
[Link for document 34079 is unavailable at this time.]
Booking a flight - link to Concur can also be found in your MyUW, Services tab, Employee Financial Resources port-let
Submitting Reimbursable Expenses

CFYE's office manager can assist in reserving vehicles and submitting expenses, if given delegate authority
How to Set up Carol as an Alternate in e-Reimbursement System:
[Link for document 26628 is unavailable at this time.]
[Link for document 26079 is unavailable at this time.]
If you need access to the Student Information System (SIS)
Access to SIS
There are many modules, discuss with your supervisor which modules are needed for your role.

If your role involves handling payments
Merchant Card Processing Training
Payment Card Industry Online Renewal Training

If your role involves booking entertainers or non-campus facilities
[Link for document 23759 is unavailable at this time.]
Other On Campus Professional Development Opportunities
DoIT Courses
Learning and Talent Development Courses

Keywords:trainings, processes, meetings new staff needs to complete while on boarding to CFYE   Doc ID:43848
Owner:Carol P.Group:Center for the First-Year Experience
Created:2014-10-06 14:28 CDTUpdated:2020-06-08 11:42 CDT
Sites:Center for the First-Year Experience
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