Please use the following form to document your new supervisor’s onboarding. Not all items may be applicable to every employee (write “N/A”).

Employee Name:                                                                myWSU ID:                                               

Supervisor Name:                                                                Start Date:                                               

Department Name:                                                          

Before Supervisor Starts
Action Date Completed
Make desk file for supervisor information  
Notify direct reports and department. Encourage support  
Prepare schedule for supervisor’s first 2 weeks  
Make copy of job description/expectations and department's org chart  
Ensure a copy of department guidelines is available  
Schedule time to meet with supervisor during first couple of weeks  
Order computer, software, or other needed office equipment and supplies  
Ensure work station is clean and stocked  
Call Telecommunications to change desk phone header and voicemail password  
Arrange for building access (WSU badge, keys, etc.)  

Reach out to the new employee to discuss their schedule for their first day. Recommended topics:

  • Explain parking availability (if new to the building)
  • Explain where (the specific location) they will report for their first day
  • Identify what time and who they will meet to start their first day
  
If the Position Action Request (PAR) process was not used to initiate this change in leadership (i.e. department chairs):  
 
For system access (if needed):  
 
Notify (if needed):  
  • Budget Officer (BO) or Budget Review officer (BRO) – email Miller@wichita.edu to notify of the change (to add a new BO/BRO and remove prior) and identify if this supervisor will be a budget officer or budget review officer. Budget will update FWABROF and this will also provide access to PeopleAdmin
  
 
 
New Supervisor - First Week
Action Date Completed
Introduce supervisor to internal/external staff  
Tour office, including restrooms and break areas  
Explain break room policies (food storage and community utensils)  
Explain break rules, including lunchtime and smoking policies  
Review job description and org chart  
Review telephone, long distance card, fax, e-mail, calendar use  
Review department guidelines  
Explain pay/timekeeping procedures  
Explain attendance guidelines, call-in procedures and requests for time off  
Explain work schedule and office hours  
Explain mail (incoming/outgoing)  
Explain purchase orders  
Explain building access and keys  
Explain office open/close procedures  
Explain office supplies and office equipment  
Explain building safety and emergency preparedness (tornado, fire)  
Explain dress code  
Explain travel procedures  
Explain how/where to save items on computers, networks, etc.  

Enroll supervisor in on-campus trainings such as: Campus Security Authority 2020, FERPA, Care Team, Preventing Harassment & Discrimination, Drug Free workplace training, Banner, Self-service & Reporting services Finances (Registrar), Visa Business Procurement Card Training (Financial Operations), ePAF for Approvers and Originators, ePAF Training II Requisition Approvals, Faculty Search Process (Academic Affairs), PeopleAdmin Training, myPerformance Training (staff reviews), Schedule Building I & II (Registrar), Student Inquiry, Advisor, Permission and Holds (Registrar), SSC Navigate, APS, etc.

  
Schedule times for the new supervisor to sit with each department and discuss how they will interact/work together with this department, if applicable  
Record greeting/voicemail on office phone  
Order business cards, name tag, name plate, and/or uniforms, ask them to verify it has the name on it they would like to be called  
Explain Outlook calendar procedures and set up email signature  
Discuss University and dept. missions  
Ensure supervisor will review WSU policies and procedures (https://www.wichita.edu/about/policy/)  
Share a campus map and show locations relevant to their job or provide services (RSC, Food Court, University Police Dept., etc.)  
Explain annual review process and expectations  
Discuss supervisor’s overall first impressions  
Schedule a planning session for annual review process  
New Supervisor Orientation - First Month
Action Date Completed
If Faculty: Schedule supervisor and ensure for attendance of Academic Affairs New Chair orientation in August  
All: Complete the online form at wichita.edu/LOrequest to submit a request for the new leader to complete Leader Orientation  

Meet with the supervisor regularly (weekly/bi-weekly) to ensure they are getting what they need to be successful in their training. Some suggested topics to talk about:

  • How is training going?
  • Do you feel you have what you need to be successful in your role?
  • Do you have questions about your role?
  • Do you need anything from me?
  
New Supervisor/New Employee - First Month
Action Date Completed
Ensure new supervisor has completed the required Preventing Harassment and Discrimination online training  
Verify that supervisor has set up Duo Security  

Rev. 07/18/2022