Onboarding New Employees

Onboarding a new employee requires a specific sequence of requests. Departments must ensure that core identity accounts are established before requesting specific software or hardware access.

Required Onboarding Sequence

To avoid technical delays, please follow these steps in order:

  1. Step 1: Identity — Submit a New Account Request (Sets up email and system login).
  2. Step 2: Hardware — Submit a Technology Request (Assigns computer and peripherals).
  3. Step 3: Permissions — Submit Specific Access Requests (Shared folders, Salesforce, Colleague).

Phase 1: Identity & Account Creation

The New Account Request is the foundational step. This creates the user's university identity, which is required before any other permissions can be applied.

The Primary Form

Use the New Account Request for:

  • New Hires: Any employee new to the university.
  • Student Workers: Even if they already have a student account, a staff-side identity is required.
  • Re-hires: Note on the form to reactivate a previous account.

Critical Distinction

Account vs. Permission: An "Account Request" builds the user's profile. It does not automatically grant access to Salesforce, Colleague, or shared mailboxes. Those must be requested separately in Phase 3.

Phase 2: Hardware & Workspace

Standard Setup

Request Technology For New Hires

Use this to assign a standard computer and basic accessories. For non-standard items, use the Accessory Purchase Request.

Printers & Phones

Phase 3: Permissions & Software

Once the account is active, you can request specific access to enterprise systems and department-level software.

Access Type Form Link
Enterprise Systems Salesforce or Colleague Access
Email & Calendars Shared Mailbox/Calendar and Distribution Groups
Software
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