New Staff Onboarding

Here we list the many tasks that have to happen when new staff within CS are hired

This can be modelled on the NewCscfEmployeeGuide, with specific items for other CS staff

Onboarding checklist from Angie's spreadsheet:

_ Email CSCF to request WatIam
_ Determine Equipment Needs
_ Send new hire a schedule for their first day
_ Sign up for Workday and Quest
_ Announce new person
_ Assign Admin/Finance team"

Space/Key (Greg McTavish)
_ Create Fob and Key Access
_ Request desk location
_ Arrange for door sign"

Executive Assistant (Tracy Dietrich)
_ Update staff, faculty, committee mail listing

Financial Officer (Cathy Logan-Dickie)
_ Sign up for Concur and Unit 4

_ Set up computer access
_ Create WatIam account
_ Create CS accounts if necessary (HR generally does this)

Communications Officer (Joe Petrik)
_ Update website and campus phonebook
_ Take picture

Dept. Specific Grad Office
_ Computing Technology Specialist (Nick Lee) to set up access to Grad DB

Dept. Specific UnderGrad Office
 Update ISG mailing list
_ Arrange access for Sharepoint, Odyssey, LEARN, OAT, Crowdmoark, WaterlooWorks"

Dept. Specific CSCF
_ Request Connect Account, RT Access
_ Add to Inventory, Twiki, CS accounts, Mattermost
_ Create CS core account and ST item

CSCF tasks

To Do list for RT summary field:

 - create WatIam account
 - request Connect account
 - provide information about new Connect account and how to access, setup redirect
 - contact regarding equipment - TOP group
 - create CS core accounts
 - provide information email about how to access CS core services
 - meet to introduce TOP Point of Contact

Creating accounts

  • Create an account in WatIam
    • the standard format is [first initial][full lastname] - that may create a longer than 8-character userid, the 8 character version is what gets used
    • an alternate format is [first initial][second initial][full last name] or [first inital][incremental number][last name]
    • other variations will need to be approved by IST, eg: [first name] or [last name]
    • make sure to click "Advanced Employee Create"
    • fill in a birth date
    • redirect to existing email address if known
  • set a random password
  • send a Welcome email, eg:
Hi ,

We have created a UW user account for you.  Your userid is [userid]

The following email addresses will work, so you can choose which you prefer to advertise:
  [first].[last]   (may not be setup yet)

For now, I have redirected your email to [their current email address]  (which is where you should be reading this )

I will be requesting an account on our Microsoft Exchange server (we call it “Connect”).  You will be able to login to that here, when it’s ready:

I will send you a random password separately.  You will be able to login to our identity manager and change your password:

When you get on campus, you will connect to our “Eduroam” wireless service.  You need to login as: [userid]  and use the password I send you or the password you’ve changed it to.

Please speak to your supervisor about what equipment is to be setup for you and have them communicate that to us.

You can visit the CSCF Help Desk in Davis Centre 2608 and speak to [Help Desk person's name], who can help set your password.  [PoC full name] (cc’ed here) is your official Point of Contact for any computer issues.  He is in DC 26##.  You can also speak to the Help Desk or me, in DC 2607.

I would also be happy to arrange a time to meet and discuss our Computing Support and how that works here.  Let me know when you’re settled and perhaps we can arrange a time to meet to discuss that and meet [PoC name]..



  • send email to "request@ist" to request a Connect account

Space (office/research lab)


Research Sponsorship

CS Main office

Mailing list(s)


Add to WCMS

  • Tracy
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Topic revision: r2 - 2019-06-10 - LawrenceFolland
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