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Staff Onboarding Tasks

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Onboarding Workflows for all Employment Areas

Staff External - Benefits Eligible Staff Internal
Employment AreaTypeWorkflow TitleTasksSelect AssigneeAssignment DateDue DateAssigned To
AllInternalInternal Employee (none - launches EOS)(none)(none)(none)
       
Faculty - HSCExternalHealth Sciences Center Faculty-Benefit Eligible v2Employee Demographic FormOnboarding Launch EmployeeStart Onboarding Date3 days before Start Days Before Hire DateOnboarding Employee
Communication AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Mandatory Healthcare NoticesOnboarding Launch Date5 days after Start DateOnboarding Employee
UNM Health Benefits: Overview and Key DatesOnboarding Launch Date5 days after Start DateOnboarding Employee
Policy AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Department Onboarding ChecklistOnboarding Launch Date1 days before Start DateManager
Staff External - Non-Benefits Eligible
Employee Demographic FormOnboarding Launch Date3 days before Start DateOnboarding Employee
Communication AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Policy AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Department Onboarding ChecklistOnboarding Launch Date1 days before Start DateManager
   Acknowledgement - Communication, Healthcare & BenefitsOnboarding EmployeeStart  Onboarding Date3 Days Before Hire Date
   Health Sciences Center Faculty I-9 ReminderOnboarding Employee7 Days Before Hire DateHire Date
       
Faculty - HSCExternalHealth Sciences Center Faculty-Not Benefit Eligible Employee Demographic FormOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Health Sciences Center Faculty I-9 ReminderOnboarding Employee7 Days Before Hire DateHire Date
       
Faculty - Main/BranchExternalMain and Branch Campus Faculty-Benefit Eligible v2Acknowledgements - Communication, Healthcare & BenefitsOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Main and Branch Campus Faculty I-9 ReminderOnboarding Employee7 Days Before Hire Date3 Days Before Hire Date
   Employee Demographic Form Onboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
Faculty - Main/BranchExternalMain and Branch Campus Faculty-Not Benefit EligibleMain and Branch Campus Faculty I-9 ReminderOnboarding Employee7 Days Before Hire Date3 Days Before Hire Date
   Employee Demographic Form Onboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StaffExternalStaff External - Benefits Eligible v2Employee Demographic FormOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Acknowledgements - Communication, Healthcare, Benefits & PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StaffExternalStaff External - Non-Benefits Eligible v2Employee Demographic Form  3 Days Before Hire Date
   Acknowledgements - Communication & PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StaffInternalStaff Internal - Benefits Eligible to Non-Benefits Eligible v2Acknowledgements - Communication & PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StaffInternalStaff Internal - Non-Benefits Eligible to Benefits Eligible v2Communication AcknowledgementAcknowledgements - Communication, Healthcare, Benefits & PolicyOnboarding Launch DateEmployee5 days after Start Onboarding Date3 Days Before Hire Date
       
StudentExternalExternal Graduate Student w/EDF, FTE Memo & Policy v2Employee Demographic FormOnboarding EmployeeMandatory Healthcare NoticesStart Onboarding Launch Date5 days after Start DateOnboarding Employee
UNM Health Benefits: Overview and Key DatesOnboarding Launch Date5 days after Start DateOnboarding Employee
Policy AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Department Onboarding ChecklistOnboarding Launch Date1 days before Start DateManager
Staff Internal - Benefits Eligible to Non-Benefits Eligible
Communication AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Policy AcknowledgementOnboarding Launch Date5 days after Start DateOnboarding Employee
Department Onboarding ChecklistOnboarding Launch Date1 days before Start DateManager
Staff Internal Employee
Department Onboarding ChecklistOnboarding Launch Date1 days before Start DateManager
3 Days Before Hire Date
   Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   FTE Memo for Grad Students with AssistantshipOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StudentExternalExternal Student v2Employee Demographic FormOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StudentInternalInternal Student - 2 Job Memo & Policy v2Two Job MemoOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StudentInternalInternal Student - 3 Job Memo & Policy v2Three Job MemoOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StudentInternalInternal Student - FTE Memo & Policy v2FTE Change MemoOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StudentInternalInternal Student - Policy Only v2Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
       
StudentInternalInternal Student (Rehire) - EDF & Policy v2Employee Demographic FormOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date
   Acknowledgement - PolicyOnboarding EmployeeStart Onboarding Date3 Days Before Hire Date