Finance Professor Onboarding Checklist

Finance Professor Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Finance Professor starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Education onboarding experience or just need an onboarding checklist for your new Finance Professor, you’re in the right place. We’ve put together a sample Finance Professor onboarding checklist below and have created onboarding templates & resources to help.

Finance Professor Onboarding Checklist

1. Introduction to the department: The department head or a designated faculty member should provide an overview of the finance department, its structure, and its goals. This will help the new finance professor understand the department’s role within the larger educational institution and establish a sense of belonging.

2. Familiarization with curriculum: The curriculum coordinator or a senior finance professor should guide the new hire through the finance program’s courses, syllabi, and learning objectives. This will help the professor understand the scope of their teaching responsibilities and align their teaching approach with the department’s objectives.

3. Introduction to colleagues: The department head or a faculty mentor should facilitate introductions to other finance professors and staff members. This will help the new finance professor build relationships, establish a support network, and foster collaboration within the department.

4. Classroom setup and technology training: The IT department or a designated staff member should assist the finance professor in setting up their classroom, including familiarizing them with the audiovisual equipment, online learning platforms, and any other technology used in teaching. This will ensure a smooth transition into the classroom environment.

5. Review of institutional policies and procedures: The human resources department should provide an orientation session to familiarize the new finance professor with the institution’s policies, procedures, and code of conduct. This will ensure compliance with regulations and promote a safe and inclusive work environment.

6. Access to teaching resources: The library staff or a designated faculty member should provide guidance on accessing relevant teaching resources, such as textbooks, academic journals, and online databases. This will enable the finance professor to stay updated with the latest research and incorporate it into their teaching.

7. Mentoring program: The department head or a senior finance professor should assign a mentor to the new hire. The mentor will provide guidance, support, and advice on navigating the institution, teaching strategies, and professional development opportunities.

8. Introduction to research expectations: The department head or a research committee member should outline the institution’s expectations regarding research productivity, grant applications, and publication requirements. This will help the finance professor understand the research culture and set realistic goals.

9. Student advising and support: The academic advising office or a designated staff member should provide training on student advising procedures, including course selection, degree requirements, and academic support services. This will enable the finance professor to effectively guide and support students throughout their academic journey.

10. Professional development opportunities: The department head or a designated faculty member should inform the new finance professor about professional development opportunities, such as conferences, workshops, and seminars. This will encourage continuous learning and growth within the field of finance.

11. Introduction to institutional committees: The department head or a faculty member should introduce the new hire to various institutional committees, such as curriculum committees, accreditation committees, or faculty senate. This will provide an understanding of the institution’s governance structure and opportunities for active participation.

12. Performance evaluation process: The human resources department or a designated staff member should explain the institution’s performance evaluation process, including criteria, timelines, and expectations. This will help the finance professor understand how their performance will be assessed and provide clarity on career advancement opportunities.

13. Campus tour: A designated staff member should provide a comprehensive campus tour, highlighting key facilities, such as the library, student center, administrative offices, and recreational areas. This will help the new finance professor become familiar with the campus layout and available resources.

14. Introduction to support services: The student services department or a designated staff member should provide an overview of support services available to students, such as tutoring, counseling, career services, and disability accommodations. This will enable the finance professor to refer students to appropriate resources when needed.

15. Introduction to institutional values and mission: The department head or a designated faculty member should explain the institution’s values, mission, and vision. This will help the finance professor align their teaching and research activities with the institution’s overall goals and contribute to its mission.

16. Budget and expense management: The finance department or a designated staff member should provide training on budget management, expense reimbursement procedures, and any financial policies specific to the finance professor’s role. This will ensure compliance with financial regulations and responsible use of resources.

17. Introduction to institutional technology platforms: The IT department or a designated staff member should provide training on institutional technology platforms, such as email systems, learning management systems, and administrative software. This will enable the finance professor to effectively communicate, manage courses, and access necessary information.

18. Faculty meetings and departmental events: The department head or a designated faculty member should inform the new finance professor about regular faculty meetings, departmental events, and professional development workshops. This will foster a sense of community and encourage active participation in departmental activities.

19. Introduction to institutional research ethics: The research ethics committee or a designated faculty member should provide training on research ethics, including human subjects protection, data management, and publication integrity. This will ensure that the finance professor conducts research in an ethical and responsible manner.

20. Review of teaching evaluations: The department head or a designated faculty member should provide the new finance professor with access to previous teaching evaluations and feedback from students. This will help the professor understand their strengths and areas for improvement in their teaching approach.

Overall, these onboarding tasks will help the new finance professor acclimate to their new role, understand the institution’s expectations, and establish a strong foundation for success within the education industry

Setting Up Your Employee Onboarding Process

From reading through the items in the example Finance Professor checklist above, you’ll now have an idea of how you can apply best practices to getting your new Finance Professor up to speed and working well in your Education team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.