New Department Chair Onboarding Checklist
Update unit hierarchy, department information, and signers
1) Submit relevant Signature Desk Request Forms to update unit heads and signers, and remove any authorizations no longer needed. View current unit heads on the GG6 screen in *DEFINE.
- Change a Unit Administrator
- Change unit "reports to"
- Update department system information
- Update manual signers
2) Electronic Office Management (EOM) system updates
- Make appropriate online updates in EOM. Review and update manager, delegates, people who sit on desks, and signature authorizations.
- Submit “Update electronic office manager” form.
Resources:
3) Update UT Department System with new contact information.
Resources:
4) Update Organizational Hierarchy System (OHS).
Resources:
Update department information
- Contact COEWebTeam@austin.utexas.edu to update chair information
- Update department organization charts
Workday
- Make any needed sup org updates
- Review with Chair Workday: Manager Resources (timesheets, annual performance reviews, etc.)
Meet with COE Business Services staff
- Meet with Director of COERA
- Meet with Chief Business Officer, Director of Finance, and Director of HR
- Meet with Assistant Director for Faculty Affairs
Other
- Update Procurement Card (Procard) users/cards as needed, and review all related policies, guidelines, and procedures.
- Update Master Routing Views in EOM to ensure Procard vouchers route correctly.