New employee checklist and orientation

As a manager, you will have specific tasks to complete and will know best what local onboarding resources will be relevant to your new hire based on their role, team, and work arrangement.  

Onboarding in Workday

The Workday onboarding module enables new employees to track their onboarding progress including mandatory training, connections with helpful contacts and completing other important tasks. 

New hires must complete all of their onboarding tasks in Workday. Failure to do so can result in payment, tax slip or benefit coverage issues. You can view your new hire’s onboarding completion status in Workday by running the Onboarding Status Summary – Distributedreport. If you notice that your new hire has not completed their onboarding tasks and to-do's, provide them with support to ensure they are completed in a timely manner.

For support with this process, contact the Integrated Service Centre.

Onboarding Checklists

Hiring Manager's Onboarding Guide

This Hiring Manager’s Onboarding Guide is designed to be a starting point for your local onboarding plan and help guide your interactions as a manager with your new hire during their first weeks.  

Hiring Manager's Onboarding Guide (PDF)

Hiring Manager's Onboarding Guide Template (docx)

Updated April 2024 with design edits only.

Faculty & Staff: New Hire Onboarding Checklist

As you review the Manager's Onboarding Guide, it is recommended that you review and customize this New Hire Onboarding Checklist to meet local needs and provide to your new hire on or prior to their first day. You can add onboarding items specific to your new hire's job or unit in an additional document or email that can be sent together with this general new hire onboarding checklist. 

New Hire Onboarding Checklist (PDF)

New Hire Onboarding Checklist Template (docx)

Updated April 2024 with design edits only.

Student Employees: New Hire Onboarding Checklist

This checklist is intended for managers and supervisors to use as a customizable template when going through the various onboarding items to perform for new student employees. It includes things to consider and complete before your student employee starts, on your student employee's first day, and during their first week.

View and download the Student Employee Onboarding Checklist template via the Managing Student Employees page.

Resource Guides

Resource Guide for New Managers 

This Resource Guide is designed as a repository for managers who are new to managing staff at UBC to help them navigate the various resources, processes, and support services for people management responsibilities.

For UBC Vancouver:

Resource Guide for New Managers (PDF)

Resource Guide for New Managers Template (docx)

For UBC Okanagan:

UBCO Resource Guide for New Managers (PDF)

UBCO Resource Guide for New Managers Template (docx) 

Updated June 2024

 

Related resources

To learn more about university-wide orientation, visit the Your First Days at UBC page.

See also:

Workplace Accommodation & Accessibility Support

The Centre for Workplace Accessibility is available to support all managers, staff and faculty with workplace accommodation and accessibility support. For more information or to speak confidentially with a Workplace Accessibility Specialist, call 604-822-8139 or email workplace.accessibility@ubc.ca

UBC Crest The official logo of the University of British Columbia. Urgent Message An exclamation mark in a speech bubble. Caret An arrowhead indicating direction. Arrow An arrow indicating direction. Arrow in Circle An arrow indicating direction. Arrow in Circle An arrow indicating direction. Time A clock. Chats Two speech clouds. E-commerce Cart A shopping cart. Facebook The logo for the Facebook social media service. Home A house in silhouette. Information The letter 'i' in a circle. Instagram The logo for the Instagram social media service. Linkedin The logo for the LinkedIn social media service. Location Pin A map location pin. Locked A locked padlock. Mail An envelope. Menu Three horizontal lines indicating a menu. Minus A minus sign. Pencil A pencil indicating that this is editable. Telephone An antique telephone. Play A media play button. Plus A plus symbol indicating more or the ability to add. Search A magnifying glass. Settings A single gear. Speech Bubble A speech bubble. Star An outline of a star. Twitter The logo for the Twitter social media service. Unlocked An unlocked padlock. User A silhouette of a person. Vimeo The logo for the Vimeo video sharing service. Youtube The logo for the YouTube video sharing service.