Manager Checklist

All managers should be aware of employment actions that require prior approval before they hire, promote or execute other actions.

• Employment Actions Requiring Prior Approval by the President
• Employment Actions Requiring Prior Approval by the Provost
• Employment Actions Requiring Prior Approval by the Executive Vice President & Treasurer

Your HR Business Partner can help provide further guidance and is often the first point of contact. Locate your HR Business Partner and other HR teams through the Staff Directory.

Task	Timeframe	Helpful Resources
Ensure organizational structure meets needs; create, edit or delimit positions, when applicable	Discuss annually with senior leadership	Review Org Structures and Positions
Recruit and hire new employees, when applicable	When needed	Recruiting and Hiring Employees
Onboard new employees	First 30 days	Register employee for New Employee Orientation and review New Hire Resources Review Onboarding resources with your Onboarding Coordinator (if different person than you) Ensure employees review benefits options and register Review pay practices and work environment resources Review and follow Onboarding Guide Review available online resources with new grad appointments.
Review and approve webclock time or timesheets for nonexempt staff	Weekly	Review Supervisor Resources Pay @ Purdue lists pay practices Time Help - Employee Information, Timekeeping and Time Off lists processes and QRGS
Review and approve time off	As requested	Personal leave, FMLA and PPL, Business Leave and Other Leaves University Policy Office Time Help - Employee Information, Timekeeping and Time Off lists processes and QRGS
Coach and train employees on job duties; follow discipline guidelines when needed	Regularly	Work with your HR Business Partner when reviewing discipline guidelines Meet with your manager to discuss job skill coaching and training Review job duties and daily tasks with direct reports
Assist employees with career paths and development plans, when applicable	Annually; monitor periodically	Review available resources at Managing your Career to help direct reports with career plans and learning opportunities
Review and initiate awards and promotions, when applicable	Staff promotions are processed semi-annually Potential awards reviewed monthly	Review faculty-related awards and promotions through Office of the Provost website. Review staff promotion guidelines under Staff Compensation Philosophy.  Review Bravo (staff) award information.
Create and complete performance goals; assist your employees with creating and completing performance goals	Annually; monitor periodically	Assist employees with creating goals
Complete annual performance appraisals, when applicable	Annually	Review performance and merit process
Assist Sr Leadership with merit process, when asked	Annually	Review performance and merit process Review Staff compensation guidelines
Notify employment or payroll center of any employee data changes (change in pay, hours, position, terminations, etc.)	When needed	Review Offboarding employees (termination/ separations) It is imperative to notify your Payroll or Employment center with employee’s last day of employment to prevent overpayment Contact your HR-Business Partner for additional guidance with separation, termination and other offboarding situations If the employee was working remotely, the supervisor should discuss the return of University equipment and notify the business office of its return so the POC form can be updated. Review staff compensation guidelines for promotion and other processes