Page 39 - Studer Group Document

Piedmont Connections

Onboarding Toolkit

Hiring Manager Checklist

Please note that New Employee Orientation (NEO), Department/Unit Orientation, Piedmont Regulatory Orientation (PRO) and
e-Learning modules are to be complete prior to your employee working independently.

Pre-Board:
 Prepare office location: order office supplies; request technology: desk phone, computer,
cellular device, Right Fax and access key cards (if applicable) Badge Access:
badges@piedmont.org
 Submit IS access for systems and shared rights folder(s) HEAT
 Provide Piedmont-specific templates, logos, email signature, etc.
 Order business cards and any additional stationary, if needed
 Create onboarding schedule
 Assign a buddy to help onboard the new hire and provide checklist to buddy.
 Send welcome card/email
 Send new employee announcement to
 Prepare welcome packet to include welcome sign with team signatures and well wishes
 Before his/her first day on the job, ensure the employee is aware of when and where to arrive
on day one, and of any dress code requirements, etc.
 Ensure preceptor understands their role and materials to be covered during orientation period.

First Day:
 Take new hire to lunch or arrange for buddy/other department representative to do so
 Provide employee with his/her Piedmont network User ID and Password to ensure easy access
to PeopleSoft Employee Self Service, the Village, Policy Stat and other important applications
and systems
 Provide employee with his/her job description and review expectations
 Ensure he/she has the equipment supplies needed to perform his/her job
 Review remainder of onboarding schedule for first week
 Schedule meet and greets within the department

First Week:
 Schedule departmental tour
 Provide scheduled time for employee to complete Piedmont University e-learning modules
 Review Piedmont Regulatory Orientation (PRO) worksheets/checklists with employee. (To be
completed prior to employee working independently)
 Schedule IT to perform a desktop review (if applicable)
 Show the employee how to update his/her Village profile
 Review organizational chart, department structure and department initiatives
 Review Piedmont’s Purpose, Vision, Values and Core Behaviors, as well as the Strategic
Framework that highlights the four anchors: QSS, Talent, Strategic Growth and Stewardship
 Review Performance Excellence timeline and performance evaluation criteria (90-day, annual)
 Review PeopleSoft Employee Self Service (ESS) functionality
 Review Piedmont University E-Learning modules to be completed within first 30 days
 Schedule unit orientation and testing (if applicable)

9/21/18