Onboard Form

Your Name (required)

Your Email (required)

New Employee Basic Information

New Employee's Name*

New Employee's UW NetID*

New Employee's Phone number*

New Employee's Desired Start Date*

Supervisor's Information Information

Supervisor's Name*

Supervisor's Email*

Supervisor's Phone number*

New Employee's Hardware/Software Needs:

Will this employee have a dedicated workstation or shared workspace?*
Dedicated WorkstationShared Work SpaceOther

If you selected "Other" please provide more detail

Where will the employee's workstation/shared work space be located?*

Does the employees workstation/space already have the hardware needed?*
YesNo

If no, please indicate what hardware the employee will need that their work space does not already have

Desktop ComputerLaptop ComputerTabletComputer Monitor/sPrinterScannerErgonomic KeyboardTrackball Mouse

Does the employee's computer need to be connected to a centralized printer?*
YesNo

If yes, where is the printer located and what budget number should be used for printing set up?

Does the employee's workstation/space already have the software needed?*
YesNo

If no, what software do they need? (The standard CSS set up includes Chrome, Firefox, Adobe Acrobat Reader, Office 2016, PuTTY, and an Anti-Virus Software.) Please indicate if any additional software is needed.

IT Orientation: Please Enter Day and Time Window

System Access:
Please indicate which systems the new employee will need access to:

eProcurement
YesNo

If yes, what role/s will the employee need?

ApproverCentral ReceiverFunding Approver 1Funding Approver 2Non-PO Compliance Approver (optional)Non-Catalog Preparer (role is centrally managed, assessment pre-req)Non-PO Funding ApproverNon-PO Invoice PreparerNon-PO WatcherPreparerReceipt ApproverSubApprover (for SubAward CRs/BPOs)WatcherOther

If you selected "Other" what role is needed?

If yes, what Budget or Org Code should be used?

What dollar limit should be used?

eReimbursement (via Ariba)
YesNo

If yes, what role/s will the employee need?

Compliance ApproverFunding ApproverPreparerWatcher

If yes, what Budget or Org Code should be used?

eTravel (via Ariba)
YesNo

If yes, what role/s will the employee need?

Compliance ApproverFunding ApproverWatcher

MyFinancial.desktop
YesNo

If yes, what role(s) will the employee need?

InquireExpense Transfer

If yes, what Budget or Org Code should be used?

System to Administer Grants Electronically (SAGE)
YesNo

If yes, what role(s) will the employee need?

Grants and Contract Certification Report (GCCR)
YesNo

If yes, what role(s) will the employee need?

Report GeneratorOther

If you selected "Other" what role is needed?

Payroll unit code?

PurchasePath
YesNo

If yes, what budget can the employee submit purchases on?

Job Duties

Is this employee going to be supervising anyone?*
YesNo

If yes, please list who they will supervise

Is this employee going to approve any purchasing?*
YesNo

If yes, whose purchasing will they approve?

Does this employee have any other signing authority that the CSS should be aware of?
YesNo

If yes, please tell us what signing authority the employee has

Does this employee need a ProCard?*
YesNo
If yes, someone from the Center for Shared Services will contact you.

Did another employee inherit interim approval authority/system access that should be turned off?*
YesNo

If yes, please tell us who had interim approval/authority and what system access they had

Additional Comments