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:
5) Update Procurement Card (Procard) users/cards as needed, and review all related policies, guidelines, and procedures.
- Review Master Routing Views in EOM to ensure Procard vouchers route correctly.
Update department information
- Contact COEWebTeam@austin.utexas.edu to update chair information on departmental and College web sites
- Update department organization charts
Workday
- Make any needed sup org updates
- Review with Chair Workday: Manager Resources (timesheets, annual performance reviews, etc.)
Schedule introductory meetings for Chair with COE Business Services staff
- Director of COERA
- Chief Business Officer, Director of Finance, and Director of HR
- Assistant Director for Faculty Affairs
Orient to COE Wiki
Especially:
HR
- Manager Resources - College of Education - UT Austin Wikis (utexas.edu)
- Annual Performance Appraisals - Staff - College of Education - UT Austin Wikis (utexas.edu)
- Title IX - College of Education - UT Austin Wikis (utexas.edu)
Finance
Faculty Affairs
- Faculty Policies - COE - College of Education - UT Austin Wikis (utexas.edu)
- COE Faculty Affairs Calendar - College of Education - UT Austin Wikis (utexas.edu)
- Awards - Faculty - College of Education - UT Austin Wikis (utexas.edu)
- COE Recruiting Process - College of Education - UT Austin Wikis (utexas.edu)