Onboarding Checklist

UA Automated Onboarding Workflow

After an employee receives an offer letter, The University of Alabama will

• Issue a CWID
• Process their Personnel Action (ePA). This is either automated or done by Business Services staff.
• Set up their Email account/Microsoft Exchange (PA initiator and supervisor receive email with credentials)
• Access the UA Directory to update information.

Pre-Employment Appointment and New Employee Orientation

During a new employee’s orientation session, they will:

• Fill out the Form I-9
• Enroll in benefits
• Create their Action Card
• Purchase a Parking Pass
• Activate DUO authentication
• Complete direct deposit and tax withholding forms via MyBama
• Sign the Intellectual property agreement

Hiring Department

The department hiring the new employee will:

• Submit a Telecomm Service Request to purchase an office phone or update the name attached to the number
• OIT ticket: submit for computer set-up and share drive access
• Software: provide access to departmental software
• Website Photo: schedule a headshot session
• Health Insurance Exchange notice

Dependent upon the position’s duties, the hiring department will need to complete these steps:

• Submit a Wireless Communication Stipend
• Email monthlyleave@ua.edu for approver update
• UA e-time electronic approver / timekeeper change request

The new employee may need access to these services:

• Banner Finance access (DocuSign)
• Banner Human Resources
• Banner Student via UA Registrar (only if needed for job duties)
• Concur and P-card user access
• BuyBAMA
• PageUP access: email the SL Business parter Pedro Guevara-Nieves

*For questions related to completing the Banner Finance, Banner HR and BuyBama forms, please contact your budgetary liaison.

Home departments will initiate to the specific systems utilized for business operations.

Here is a helpful employee onboarding guide with tools and resources for supervisors to ensure a smooth hiring process for the department and the new employee(s).

Business Services

Business Services will perform the following actions in preparation of the new employee’s start date:

• Process relocation allowance payment (if applicable)
• Coordinate Student Life newsletter subscription

New Staff Experience

For resources related to hiring, training and onboarding, visit the Student Life Professional Development site.

For quick access to employee resources and tools to assist you in your career, visit the Tools and Resources – Human Resources | The University of Alabama (ua.edu)