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Staff Orientation Checklist - Western Engineering

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<strong>Staff</strong> <strong>Orientation</strong> <strong>Checklist</strong><br />

(Full Time Continuing and Term Temporary Full Time Employees)<br />

<strong>Staff</strong> Name:<br />

Item Action Responsibility<br />

Employee<br />

Documentation<br />

and Announcement<br />

Employee ID# and<br />

Email Address<br />

Once job offer is accepted, SAN is approved by <strong>Staff</strong> Relations and then forwarded to<br />

Payroll for keying on system.<br />

<strong>Staff</strong> announcement is sent out to faculty and staff prior to the individual’s first day.<br />

Once employee information is keyed by Payroll, this will set‐up employee payroll<br />

appointment, creating or re‐activating (if employee is a past employee at UWO) a<br />

UWO ID# and @uwo.ca email address. For new employees, an envelope will be sent<br />

to the employees’ Home Unit/Department containing their UWO login/password. For<br />

past employees, they will be able to access their previous email @uwo.ca email,<br />

MyHR, etc. by using their previous UWO id/password. For transferred employees,<br />

their access will remain and they will use their current @uwo.ca email, MyHR, etc. If<br />

they cannot recall their login/password information, they can call the Computer<br />

Accounts Office at 519‐661‐3800.<br />

http://www.uwo.ca/humanresources/peoplesoft/username.htm<br />

Jan Millette / Sarah<br />

Williams<br />

Payroll / ITS<br />

UWO ID Card On employee’s first day they will be required to get their UWO ID card. They will be<br />

walked to WSS – Student Centre to obtain their card. They must have their UWO ID#<br />

and a piece of ID (e.g. Driver’s License) to obtain their card. For past or transferred<br />

employees, they can use current card or they can replace an old or lost card on their<br />

first day if needed.<br />

http://www.registrar.uwo.ca/general‐information/western_onecard.html<br />

Sarah Williams<br />

Email Distribution<br />

Lists<br />

On employee’s first day, access is set‐up on the required email distribution lists. Sarah Williams<br />

Parking Temporary parking will be set‐up in the Alumni‐Thompson parking lot for first few<br />

days until parking permit is obtained. On first day, employee will be walked to Parking<br />

Office to obtain parking permit and transponder. They will require their UWO ID card<br />

and car/licence plate information. For transferred employees, they will be asked<br />

ahead of their first day if they need to obtain a parking permit.<br />

http://www.uwo.ca/parking/<br />

Sarah Williams<br />

General <strong>Orientation</strong><br />

and Tour of<br />

<strong>Western</strong><br />

<strong>Engineering</strong><br />

<strong>Western</strong><br />

<strong>Engineering</strong><br />

Communications<br />

On employee’s first day they will be given an orientation package and a tour of<br />

<strong>Western</strong> <strong>Engineering</strong>. They will be contacted one week ahead of their start date to<br />

set‐up their meeting with Sarah Williams on their first day to go over orientation<br />

items.<br />

<strong>Orientation</strong> Package will include (as applicable):<br />

<strong>Orientation</strong> Memo from Dean’s Office , Copy of Contract, Copy of Job Description,<br />

MyHR information, Parking Information, Key Form, Accessibility Pamphlet, Telephone<br />

Guide, Copy of Current WE Telephone Directory, Campus Map, Information on<br />

<strong>Staff</strong>/Faculty Family Practice Clinic, Copy of <strong>Staff</strong> Monthly Leave & Overtime Report,<br />

Benefit Summary sheet, PMA PER information/form, Health & Safety Training<br />

Sessions information, Bill 168 Training information, UWOSA Performance Review &<br />

Development information, PMA‐PDG information, Educational Assistance Plan<br />

information. Other items may be included or removed based on employee who is<br />

starting in the position (i.e. employee transferring from another unit).<br />

Meeting to be scheduled with <strong>Western</strong> <strong>Engineering</strong>’s Communications Specialist to<br />

learn about communications and public affairs at <strong>Western</strong> and more specifically,<br />

<strong>Western</strong> <strong>Engineering</strong>.<br />

Sarah Williams<br />

Sarah Williams<br />

Page 1 of 5


Set‐up Direct<br />

Deposit for Payroll<br />

Pension & Benefits<br />

Meeting<br />

Keys and Building<br />

Access<br />

Telephone and<br />

Extension Set‐Up,<br />

UWO online<br />

Directory<br />

<strong>Engineering</strong><br />

Computer Account<br />

/ Network Access /<br />

Intranet Access<br />

Computer and<br />

Software<br />

Requirements<br />

Office Space and<br />

Supplies<br />

Employee Name<br />

Tags, Business<br />

Cards & Door Signs<br />

Employee must login to MyHR to set up their direct deposit information. This will be<br />

discussed with employee on their first day.<br />

MyHR Sign in: http://www.uwo.ca/humanresources/peoplesoft/admin_index.htm<br />

http://www.uwo.ca/humanresources/docandform/docs/salary/critical_info.pdf<br />

For new employees (full time continuing employees only), note the date/time of HR –<br />

Pension/Benefits appointment. This is indicated on the orientation schedule<br />

accompanying their offer letter.<br />

Contact: HR at 519‐661‐2194<br />

Building access and keys are arranged through your Department Administrator or<br />

Dean’s Office. Keys are requested using the Keys Office process at the following<br />

website: http://www.uwo.ca/fm/keys.html. Building card access is requested using<br />

the Card Access User Request and Authorization Form at the following website:<br />

http://www.uwo.ca/police/documentation/CopyofCardAccessRequest.xls<br />

For inside doors that require card access, the below list outlines who is responsible for<br />

setting this up for new employees. Department Administrator/Supervisor/Dean’s<br />

Office should contact the required individuals as needed.<br />

� SEB/TEB/CMLP Perimeter doors and SEB U/G computer labs – Campus Police<br />

(cardacc@uwo.ca)<br />

� CMLP Roof Access – Campus Police (cardacc@uwo.ca)<br />

� SEB 2097 (U/G services) – Campus police (cardacc@uwo.ca)<br />

� SEB 3016, 3092, 3108 – Electronics Shop (Ron Struke)<br />

� TEB 6, 28, 40, 50(UMS), 206, 240, 244, 252, 336, 338, 344, 346, 352, 420,<br />

424, 454 – Mike Gaylard or Sue Chapman<br />

Telephone extensions and UWO online directory to be arranged through your<br />

Department Administrator or Dean’s Office. Email to be sent to helpdesk@uwo.ca to<br />

set up telephone extension/voicemail (must inform them of employee name,<br />

telephone extension, office number, date to make this change).<br />

Resources:<br />

ITS Computer Accounts Office ext. 83800<br />

http://www.uwo.ca/its/campusPhoneSystems.html<br />

<strong>Western</strong> Directory: http://www.uwo.ca/westerndir/<br />

WE Telephone Directory: http://www.eng.uwo.ca/dean/WE_directory.pdf<br />

Supervisor to contact ITG to set‐up <strong>Engineering</strong> computer account/login, network<br />

access and intranet access for employees. They will require employee name and UWO<br />

email address and what network drives the employee will need access to once they<br />

start.<br />

Supervisor to contact ITG to discuss computer and software requirements for<br />

employees as necessary.<br />

Supervisor/Department Administrator to coordinate office/desk space and office<br />

supplies for employee.<br />

<strong>Western</strong> stationary supply ordering process:<br />

http://uwo.ca/finance/purchasing/office%20supplies.html<br />

Supervisor/Department Administrator to coordinate ordering name tag, business<br />

cards and door sign for employee. Name tags can be requested through Sue<br />

Chapman. Business cards can be ordered by logging into<br />

https://rabbit.vm.its.uwo.ca/PurLogin/Default.aspx.<br />

The square clear door plates can be requested through Mike Gaylard and the black<br />

Sarah Williams /<br />

Employee<br />

HR / Employee<br />

Department<br />

Administrator to<br />

submit for new<br />

employees under<br />

Department.<br />

Sue Chapman to<br />

submit for new<br />

employees under<br />

Dean’s Office.<br />

Department<br />

Administrator to<br />

set‐up telephone<br />

extension and<br />

update UWO online<br />

directory for new<br />

employees under<br />

Department.<br />

Sue Chapman to<br />

set‐up telephone<br />

extension and<br />

update UWO online<br />

directory for new<br />

employees under<br />

Dean’s Office.<br />

Supervisor to<br />

contact Lyle<br />

McLean / Jim<br />

Dobravec<br />

Supervisor to<br />

contact Lisa Vink<br />

Supervisor /<br />

Department<br />

Administrator<br />

Supervisor /<br />

Department<br />

Administrator<br />

Page 2 of 5


Required Employee<br />

Training<br />

<strong>Orientation</strong> with<br />

Supervisor<br />

desk name plates can be ordered using <strong>Western</strong> stationary supply ordering process:<br />

http://uwo.ca/finance/purchasing/office%20supplies.html .<br />

At <strong>Western</strong>, all employees are to complete four required training programs online<br />

using WebCT:<br />

1. <strong>Western</strong>’s Employee Health and Safety <strong>Orientation</strong> – Work Safely at <strong>Western</strong><br />

2. Workplace Hazardous Materials Information System (WHMIS) – Comprehensive<br />

3. Safe Campus Community ‐ Preventing Harassment, Violence, and Domestic<br />

Violence at <strong>Western</strong><br />

4. Accessibility at <strong>Western</strong> ‐ One of:<br />

� Accessibility in Service (for Academic and Administrative Leaders<br />

and <strong>Staff</strong>), or,<br />

� Accessibility in Teaching (for Faculty, Graduate Teaching Assistants,<br />

Archivists, and Librarians)<br />

Please complete these as soon as possible. They provide you with information you<br />

need to work successfully, safely, and in accordance with provincial legislation. Your<br />

successful completion will be recorded in your Human Resources training record. The<br />

above courses are accessed in WebCT using <strong>Western</strong> id/password to login:<br />

http://webct.uwo.ca/webctowl.html<br />

For past or transferred employees, they would just need to provide proof that training<br />

occurred (i.e. WHMIS certificate, Employee Health and Safety <strong>Orientation</strong> certificate,<br />

etc.) – once they are keyed at Payroll we will be able to see their training record.<br />

All employees need to complete a Position Hazard Communication Form each time<br />

they start a new position – this is completed with your Supervisor.<br />

Position Hazard Form: https://servlet.uwo.ca:8082/WPHPositionHazard/<br />

Note: Depending on your role, you may be required to complete other job‐specific<br />

safety training. Please speak with your supervisor to find out what is required for<br />

your role.<br />

Other Health & Safety training:<br />

https://www.uwo.ca/humanresources/facultystaff/h_and_s/training/training_idx.ht<br />

m<br />

With your supervisor, review your role and the expected outcomes.<br />

Ensure that you understand what is expected of you during the first week.<br />

Ask how you will communicate with your supervisor or receive support as you orient<br />

to your role.<br />

Familiarize yourself with the physical space of your work area:<br />

‐ where to hang your coat<br />

‐ where to store and eat your lunch<br />

‐ where the washrooms are...etc.<br />

Ask:<br />

‐ how breaks and lunch work<br />

‐ requesting vacation time<br />

‐ how each other's absences are covered<br />

‐ if there are special telephone and e‐mail protocols<br />

‐ about relevant health and safety practices<br />

‐call‐in sick procedures<br />

Familiarize yourself with the unit/department's role and organizational structure.<br />

PeopleSoft Access As required for their role, on first day, employee should be directed to fill out the<br />

“Request for Access to Corporate Information” form to allow for access to PeopleSoft<br />

HR, HE and/or Financial, ROAMs, etc. as applicable to the position. This form is to be<br />

filled out and submitted to the Computer Accounts Office (SSB 3300); Fax 519 661‐<br />

3486. For current/transferred employees, they would need to fill out a new form for<br />

<strong>Engineering</strong> as their home until will terminate their access. This form must be signed<br />

by Christina MacDonald. http://www.uwo.ca/its/identity/cda.html<br />

Supervisor /<br />

Employee<br />

Supervisor /<br />

Employee<br />

Supervisor /<br />

Employee<br />

Page 3 of 5


There is an additional form that would need to be filled out “Request for Access to<br />

Human Resource Data, Transactions and Reporting” for applicable positions. Send the<br />

original completed and signed request to Christina MacDonald who will then request<br />

access online.<br />

http://www.uwo.ca/humanresources/docandform/forms/administrative/hr_access_f<br />

orm.pdf<br />

For those staff who will need to have signing authority for specific department/units,<br />

a “Signing Authority Human Resource Data and Transactions” form must be filled out<br />

and submitted to Christina MacDonald.<br />

http://www.uwo.ca/humanresources/docandform/forms/administrative/HR_Signing<br />

_Authority.pdf<br />

Vacation Tracking Employees are to fill out a monthly vacation/time sheet and submit to their<br />

supervisor at the end of each month for approval and submission to Jan Millette for<br />

tracking in our Timetracker system. Supervisor to review vacation request process<br />

with employee. For current/transferred employees (e.g. employees on secondment<br />

from another unit), they will be able to transfer up to 10 days to <strong>Engineering</strong> from<br />

their previous unit – this will be communicated to Jan Millette once staff member<br />

begins working in <strong>Engineering</strong> for tracking in Timetracker.<br />

Employees can access Timetracker to review their vacation balance at:<br />

https://servlet.uwo.ca/timetracker/welcome.jsp<br />

Performance<br />

Reviews<br />

Activate Email<br />

Address<br />

Ergonomics<br />

Assessment<br />

Other Information<br />

to know<br />

UWOSA employees participate in a Faculty Performance Review and Development<br />

process annually. Supervisor to discuss this process with the new employee. Dean’s<br />

Office coordinates this process.<br />

PMA employees participate in a <strong>Western</strong> PMA Performance Dialogue and Goal‐<br />

Setting process annually. Supervisor to discuss this process with the new employee.<br />

Dean’s Office coordinates this process via <strong>Western</strong> Human Resources.<br />

http://www.uwo.ca/humanresources/leadermanager/per_management/pdg_index.h<br />

tm<br />

Employees must activate their email address by digitally signing the Acceptable Use<br />

Agreement.<br />

http://www.uwo.ca/its/identity/activatenonstudent.html<br />

Contact: ITS Computer Accounts Office ext. 83800 (option 2)<br />

Employees are invited to review the below website and call HR with questions or<br />

request a free ergonomics consultation.<br />

Contact: Darcie Jaremey, Ergonomics Consultant, Health, Safety & Wellness, Human<br />

Resources, Support Services Building Room 4159, Tel: (519) 661‐2111 x84742<br />

djareme@uwo.ca<br />

http://www.uwo.ca/humanresources/facultystaff/h_and_s/rehab/ergonomics/office/<br />

index.htm<br />

Collective Agreements:<br />

http://www.uwo.ca/humanresources/facultystaff/emp_agree/union_contracts/union<br />

_contracts_idx.htm<br />

Benefits:<br />

http://www.uwo.ca/humanresources/facultystaff/comp/benefits_index.htm<br />

Employment Opportunities:<br />

http://www.uwo.ca/humanresources/applicant/careers_index2.htm<br />

Awards:<br />

http://www.eng.uwo.ca/dean/Awards.htm<br />

Educational Assistance Plan:<br />

http://www.uwo.ca/humanresources/facultystaff/learn_car_dev/education_a_p/edu<br />

c_ap_idx.htm<br />

Employee Assistance Program (EAP):<br />

http://www.uwo.ca/humanresources/facultystaff/comp/benefits/eap‐index.htm<br />

ITS Computer Training:<br />

http://www.uwo.ca/its/courses/<br />

Supervisor /<br />

Employee to<br />

discuss<br />

Jan Millette tracks<br />

vacation in<br />

Timetracker<br />

Supervisor /<br />

Employee to<br />

discuss<br />

Dean’s Office<br />

coordinates<br />

processes.<br />

Employee<br />

Employee / HR<br />

Employee to<br />

Review<br />

Page 4 of 5


<strong>Staff</strong>/Faculty Family Practice Clinic:<br />

http://www.shs.uwo.ca/staff/staffhealth.html<br />

Campus Recreation:<br />

http://westernmustangs.ca/index.aspx?path=crh&tab=campusrecreationhome<br />

Campus Meal Plan:<br />

http://www.has.uwo.ca/hospitality/mealplan/<br />

Other Sources:<br />

http://www.eng.uwo.ca/dean/orientation.htm<br />

http://www.uwo.ca/humanresources/index.htm<br />

Page 5 of 5

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