You can download the Orientation Outline Template Two (CalNet ID required).
Welcome, EMPLOYEE Name
Onboarding and Orientation
Team Name
- Team member
- Team member
- Team member
- Team member
Onboarding Buddy
- Buddy name
Week One To-Dos
- Cal1 Card (as soon as you have a CalNet ID)
- Bio and headshot for org chart and an introductory email to organization listservs
- Share bCal with team members
- Schedule an ergonomics assessment for your workstation (home and/or office)
- Flexible Work Agreement (through DocuSign)
- During Schedule Breaks: Review training & resource materials anytime you have a break in your schedule
- Note: Prioritize completing the mandatory training after CalNet access (CADS Orientation, Cybersecurity, Sexual Harassment Awareness)
Monday, date (On-Site/Remote)
9-9:30 a.m. Meeting #1
9-10 a.m. Meeting #2
10-11 a.m. Meeting #3
11:30-12:50 p.m. Lunch
2:15-2:45 p.m. Meeting #4
3:30-4 p.m. Meeting #5
Tuesday, date (On-Site/Remote)
9-9:30 a.m. Meeting #1
10:15-10:45 a.m. Meeting #2
11:30-11:45 p.m. Meeting #3
1:15-1:45 p.m. Meeting #4
Wednesday, date (On-Site/Remote)
9-9:30 a.m. Meeting #1
10:15-10:45 a.m. Meeting #2
11:30-11:45 p.m. Meeting #3
1:15-1:45 p.m. Meeting #4
2:15-3 p.m. Meeting #5
Thursday, date (On-Site/Remote)
9-9:30 a.m. Meeting #1
10:15-10:45 a.m. Meeting #2
11:30-11:45 p.m. Meeting #3
1:15-1:45 p.m. Meeting #4
2:15-3 p.m. Meeting #5
Friday, date (On-Site/Remote)
9-9:30 a.m. Meeting #1
10:15-10:45 a.m. Meeting #2
11:30-11:45 p.m. Meeting #3
1:15-1:45 p.m. Meeting #4
2:15-3 p.m. Meeting #5
Week Two and To-Dos
- Continue to complete training and review resource materials anytime you have a break in your schedule
- Prioritize the mandatory training (CADS Orientation, Cybersecurity, Sexual Harassment Awareness)
- Continue using the scheduling template above if needed.
- Friday, date: Approve your timecard in CalTime by EOD
- Date: Achieve Together Conversation
Job Description and Goals
- Job Description (LINK)
- Goals and expectations (to be discussed during first week)
- Achieve Together: Check-in conversation date
General Training and Resources
- CADS training (CADS orientation training links will be provided once CalNet is established)
- UDAR website
- Smartsheet Access & Training
- Smartsheet help (see Learning Track 1 to get started)
- Smartsheet Best Practices Webinars
Department-Specific Training and Resources
- Add training and resources as needed
Community and Communication
- UDAR Onboarding Toolkit
- Sign up for Coffee with Colleagues
- Sign up for Fiat Lux: UC’s system-wide newsletter (sign-up form)
- Membership in the Berkeley Advancement Community (BAC) listserv is automatic
- Eureka exploration: below are good links to start with, and enjoy exploring beyond these links!
- Advancement Photo Directory: click on Org Chart at the top to see a chart with photos of the structure of UDAR and campus units
- Sign up (free) for the Council for Advancement & Support of Education (CASE); learn more at CASE.org and Eureka
Actions After CalNet/Email Set-Up (manager will review)
- Invite to check-ins
- Invite to Google Spaces
- Computer: Laptop Set-Up Appointment (Harold)
- Smartsheet (request to Orsolya and CADShelp ticket)
- Intro email to UDAR and BAC
- Share DEIBJ information