New Employee Checklist

This checklist is provided to help you quickly and easily complete all required elements of your Total Orientation Process with SMU.  If you have any questions, you may go back to the tutorial content to review the information.  Or you may contact the Department of Human Resources via telephone at 214-768-3311 or via email at one of our departmental emails:

First Day of Employment:

The following were provided to you in your "Welcome to SMU" email and should be submitted to Human Resources on your first day of employment:

• Total Compensation Package (please refer to your Welcome to SMU e-mail)
• I-9 Authorization to Work (please use your legal name as it appears on your social security card)
• Direct Deposit
• SMU Application
• SMU Personal Data Sheet
• W4
• Life Insurance Beneficiary Designation Form (Employer provided coverage)

Directions to obtain the following will be provided at HR on your first day:

• SMU ID
• Parking Sticker

First Week of Employment:

Required:

• New Employee Orientation Tutorial:  complete the tutorial and submit the online evaluation form
• Employee Statement:  sign and submit to Human Resources (in person or via campus mail to Box 232)

Within 31 Days of first day of employment:

Benefits: Required Participation
403(b) Retirement Savings Plan (Age 36 or older and one year of service)
Emeriti Health Savings Account (Age 40 or older mandatory pre-tax contribution, under age 40 optional post tax contribution)

Benefits: Optional Participation
If enrolling dependents, please review the following document: Dependent Eligibility and Verification Documents

• Health Insurance
• Flex Spending Account - Health Care and/or Dependent Care
• Health Savings Account
• Dental Insurance
• Vision Insurance
• Long Term Care
• Supplemental Life Insurance
• 403(b) Retirement Savings Plan - optional age 26 to age 36 + 1 year of service: option pre tax contribution
• Emeriti Health Savings Account - optional post tax contribution up to age 40

Miscellaneous

• Copy of job description from supervisor
• Long Distance Telephone access#
• Copier Code (if applicable)

 
Optional: 
Wellpower Wellness Program (benefit-eligible faculty/staff)

Within 90 days of first day of employment:

• "SMU & You": Attend the mini-orientation session. You will receive an email invitation with date and time.
• Preventing Sexual Harassment: complete the tutorial and print the completion certificate; give to your supervisor
• Preventing Workplace Discrimination: complete the tutorial and print the completion certificate; give to your supervisor
• 90 Day Performance Review: complete the tutorial and prepare your self-review before meeting with your manager

New Manager Tools

• People Soft TIMEaccess Training for those who will manage non-exempt (hourly) employees
• New Manager Orientation (completion required within first year of employment or promotion)