Recommended administrative procedures for Onboarding staff members

When an individual is offered employment in the District, the following procedures should be considered when developing the District's Onboarding Procedures for New Staff:

1. Create the Staff Member in SchoolFi (First Name, Last Name, Staff ID, Onboarding Task Set & Employee Portal Onboarding Screen open until date)
2. Manually add in the Staff Members email address to the contract tab.  Consider utilizing the personal email address until the work email is established.  
3. Create the staff member's Employee Portal and assign the Onboarding Employee Portal Role to the staff member.
4. Provide the Employee Portal login information to the staff member.
5. Create the Position Tracking Record for the staff member.
6. Create and post the Employment Contract for the staff member
7. Send the staff member the District instructions for logging into the Employee Portal and the Onboarding process
   
   
   

NOTE:  After the staff member completes their contact information, the District MUST review and verify the staff member's legal address.  This can be done at anytime in the process.  To verify the legal address, navigate to the staff members contacts tab, check off the Legal Address box and Update the record.

To search the system for any staff members whose legal address needs to be verified, navigate to the Search Contact and Address tab: