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Supervisors, this is your opportunity to start a strong relationship with your new employee, build morale, and help your employee be more productive from the start. The few simple steps outlined in the checklist below will help you integrate your new employee into the Yale community. If you would like assistance in going over the checklists, have additional suggestions, or would like to start a small orientation within your department, please contact the OD & Learning Center at 432.5660 or email us at learning@yale.edu.

Click here for a 'printer-friendly' version of the checklists.


 

Pre-Arrival Checklist

Goal: To provide an optimal work environment for the new hire. Hiring supervisor should think about potential problems and address them before they happen.

When to use this list: As soon as you know that you are bringing on a new employee.

TO DO DONE

Call to officially welcome the new hire to Yale after confirmation of acceptance.
 
 
 
Send welcome letter to new hire, reinforcing and reminding him/her of information included in the "offer letter" sent by Human Resources.
 
 
 
Send an informal announcement (via email) to the department announcing the new hire.
 
 
 
Prepare the first day and first week agenda. You do not have to get too detailed, but let him/her know what to expect, especially when any staff meetings are.
 
 
 
Prepare the new hire's work space with appropriate supplies and make sure that it is clean and ready.
 
 
 
Contact appropriate individuals or departments to confirm timing for:
 
 
      •  Yale employee photo id - 432.0165 (Central); 785.5646 (Med)
 
 
 
 •  Payroll paperwork & Telecomm - 432.2001 (Central); Tel. Repair 785.4700 (Med)
 
 
 
 •  Parking - 432.9790 (Central); 758.6918 (Med)
 
 
 
 •  Voice mail - 432.8080 (Central); 785.7700 (Med)
 
 
 
 •  User Accounts and Desktop Support for appropriate computer setup and software applications that will be needed by new hire (don’t forget the PTAEO!)
 
 
 
 •  Keys for access to appropriate areas.
 
 
 
Determine location for "First Day" welcome lunch with new hire, preferably with yourself and another employee.
 
 
 
Determine Peer Mentor for new hire and set up meeting to review objectives.
 
 
 
Prepare "a day in the life of…" description of a typical day for the new hire's position.
 
 
 
Review professional calendar to schedule appropriate meeting times during new hire's first month.
 
 
 
Prepare listing of organizational leaders for your department, identifying your Deputy Provost and/or Vice President.
 
 




The First Day

Goal: To facilitate a clear understanding of role(s), responsibilities and expectations for the new hire and to create a welcome work environment and follow through on all the planning you did, pre-arrival.

When to use this list: On your new hire's first day in the department.

TO DO DONE

Greet the new hire at the designated time and location - discuss Day 1 agenda.
 
 
 
Officially introduce the new hire to the entire department - perhaps schedule informal breakfast with co-workers.
 
 
 
Review department's mission and strategic plan. Review description of "a day in the life of…" with new hire.
 
 
 
Review keys and access/security issues.
 
 
 
Formally introduce the new hire to their Peer Mentor.
 
 
 
Provide overview of logistical issues (parking, coffee, copiers, supplies, bathrooms, etc.)
 
 
 
Facilitate enrollment in required training courses (safety, Oracle, Sexual Harassment, etc.)
 
 
 
Conduct building tour.
 
 
 
Arrange for observation of departmental activities, if appropriate.
 
 
 
Set up brief meeting with department head, if appropriate.
 
 
 
Review resources available to successfully meet the needs of the department.
 
 
 
Review of competencies for working at Yale, for working in the department.
 
 
 
Discuss job expectations.
 
 
 
Answer any questions or commit to getting answers you may not have.
 
 
 
Encourage new hire to keep a journal of notes and questions.
 
 
 
While it's still fresh in his/her mind, ask new hire to tell you what s/he gained from the formal orientation program experience.
 
 
 




The First Month

Goal: To reinforce priorities for departmental success.

When to use this list: At the end of the first full month of employment. It is a good time to pause, answer questions, and prepare to move full-steam ahead.

TO DO DONE

Schedule meeting with new hire at the end of 30 days to:
 
 
      •  Review observations, issues and priorities.
 
 
 
      •  Continue to clarify roles, responsibilities and expectations, as needed.
 
 
 
      •  Ensure that mandatory training has been completed.
 
 
 
      •  Establish a plan for professional development and encourage contact with The Learning Center (432.5660).
 
 
 
      •  Answer any questions.
 
 
 
      •  Model the kinds of behaviors you would like to instill in your employees.
 
 
 
Meet with Peer Mentor to review any concerns or needs (without violating the parameters of the peer relationship).