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UI Learning and Development

New Faculty/Staff Orientation New Faculty and Staff Orientation

Sample Orientation and Plan for Clerk III-
Eloise in the Development Office

This includes:

General phone use including transfer, hold, forwarding calls, checking for messages and changing voice mail. The expectation is that you will be able to field all incoming calls on the main line as a backup for Sierra.

For each item listed below, please check with a date and both parties' initials to indicate that training has occurred.

You may download a table template for use in your department (Word.doc format)

Responsible
Person(s)
Supervisor/Staff to
Provide Training
Job Tasks to Receive Information
and/or Requiring Training
Date
Initials
Sierra

Different types of calls to be aware of:

  • Calls re: registration process
  • Course information, time/place/space available/cost
  • Information regarding who is responsible for what and where different types of calls should be forwarded
  • Award programs
  • Special Events/Seminars/Conferences
  • Resource Center information and Check out
  • Training Room scheduling
  • Orientation
    
Sierra
Other routine departmental business:
  • Mail distribution/date stamping
  • Class registration procedures.
  • Overview of database, course folders, future scheduling
  • Course closings and evaluations
  • Mailing List updates
  • Training Room Scheduling-Outlook, Guidelines for Scheduling, Equipment
  • Shared Drive
    
Lily

Overview of Resource Center: Searchable Web Application

  • Entering new resources into database
  • How to file books/tapes/audios
  • How to check out materials
    
Lily Meetings for Rhonda
  • Outlook
  • Emails
   
Lily & Ken Front Desk
  • Overview of front desk responsibilities
  • Review phone procedures
  • Scheduling
   
Lily 7 Habits
  • Certificates
    
Sierra Special Events:
  • Customer service expectations
  • Registration deadlines/availability
    
Grace For Fee Events
  • What is scheduled for this fiscal year
  • Calendar
  • Evaluations
    
Sierra New Faculty/Staff Orientation:
  • Information/Process
    
Grace Online Newsletter
  • General Information
  • Scheduling
   
Rhonda Overview of Programs
  • The Annual Report
  • Mary Jo Small Staff Fellowship Award
  • Tuition Assistance Program
  • Professional Development Award
  • Series
  • Website
  • Budgets
   
Eloise Self-Directed Training
  • SkillSoft
  • Books 24x7