Student Services Counselor Onboarding Checklist

Student Services Counselor Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Student Services Counselor 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 Student Services Counselor, you’re in the right place. We’ve put together a sample Student Services Counselor onboarding checklist below and have created onboarding templates & resources to help.

Student Services Counselor Onboarding Checklist

1. Introduction to the company: The new Student Services Counselor should be provided with a comprehensive introduction to the company, including its mission, values, organizational structure, and key personnel. This task is typically performed by the Human Resources department or a designated onboarding specialist.

2. Familiarization with policies and procedures: The new counselor should be given a thorough overview of the company’s policies and procedures, including those related to student services, confidentiality, code of conduct, and any relevant legal or regulatory requirements. This task is usually performed by the Student Services Manager or a designated supervisor.

3. Introduction to the student population: The new counselor should be introduced to the student population they will be serving, including their demographics, needs, and any specific challenges they may face. This task is typically performed by the Student Services Manager or a designated staff member.

4. Training on student support services: The new counselor should receive training on the various student support services offered by the company, such as academic advising, career counseling, mental health support, and disability services. This task is usually performed by the Student Services Manager or a designated trainer.

5. Familiarization with student information systems: The new counselor should be trained on the student information systems used by the company, including how to access and update student records, generate reports, and utilize any relevant software or technology. This task is typically performed by the IT department or a designated trainer.

6. Shadowing experienced counselors: The new counselor should have the opportunity to shadow experienced counselors to observe their interactions with students, learn best practices, and gain practical experience in providing student services. This task is usually coordinated by the Student Services Manager or a designated mentor.

7. Introduction to campus resources: The new counselor should be introduced to the various campus resources available to students, such as libraries, tutoring centers, health services, and extracurricular activities. This task is typically performed by the Student Services Manager or a designated staff member.

8. Collaboration with other departments: The new counselor should be encouraged to collaborate with other departments within the company, such as admissions, academic departments, and financial aid, to ensure a seamless student experience. This task is usually facilitated by the Student Services Manager or a designated coordinator.

9. Review of student files and case management: The new counselor should review existing student files and become familiar with the case management system used to track student progress, interventions, and outcomes. This task is typically performed by the Student Services Manager or a designated supervisor.

10. Ongoing professional development: The new counselor should be provided with opportunities for ongoing professional development, such as attending conferences, workshops, or webinars, to stay updated on best practices in student services. This task is usually coordinated by the Student Services Manager or a designated professional development coordinator

Setting Up Your Employee Onboarding Process

From reading through the items in the example Student Services Counselor checklist above, you’ll now have an idea of how you can apply best practices to getting your new Student Services Counselor 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.