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:

Orientation/Professional Development:

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:

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

First Week of Employment:


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


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


Wellpower Wellness Program (benefit-eligible faculty/staff)

Within 90 days of first day of employment:

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)