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:

• • EOM checklist
  • Online EOM help
  • Online EOM training
  • EOM on AskUs
  • EOM Glossary

3) Update UT Department System with new contact information.

        Resources:

• • Online UT Department System help
  • UT Department System Glossary

4) Update Organizational Hierarchy System (OHS).

Resources:

• • About OHS
  • Online OHS Contacts help
  • Contact Type Definitions
  • OHS Glossary
  • OHS Contacts Support5) 

Update department information

• Contact COEWebTeam@austin.utexas.edu to update chair information
• Update department organization charts

Update Workday sup orgs

Process TBA.

Schedule meetings

• 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.