Onboarding Checklist
- Before You Arrive
- First Day
- First Month & Beyond
- Apply for a HKU Portal account according to the “Instructions on Computer Account Application” enclosed with your Letter of Appointment.
- Fill in the electronic Personal and Family Data Form by using your HKU Portal account. For full-time appointees, please upload a photograph for staff card within the form. You will be notified by email when your staff card is ready for collection.
- Complete and return the following required forms:
1. New Employee Work Health Declaration Form;2. Forms for the applicable retirement benefits scheme (MPF or SPF), as specified in your Letter of Appointment:
2.1. Mandatory Provident Fund (MPF)
Complete one of the following MPF forms, or the SPF forms (refer to 2.2 below):
a) Online Enrollment Form (faster processing) - MPF Enrollment Link and User Guide, or
b) Submit Enrollment Form IN61 to Human Resources Office - Download PDF, or
c) Declaration Form for Exemption - Download PDF
- applicable option if you are a member of a provident, pension, retirement or superannuation scheme established outside of Hong Kong
2.2. Staff Provident Fund (SPF)
Complete the following SPF forms:
a) SPF Member Data Form, and
b) Self-Certification Form, and
c) Dependant Nomination Form (if applicable)3. Statement on Housing and Housing Related Benefits Received or Application for Housing Voucher / Non-Accountable Cash Allowance
(If you are eligible for housing benefits) - Familiarise yourself with the key Policies and Procedures that are part of your core terms and conditions of appointment.
For professoriate and specific research staff (Research Assistant Professors, Post-doctoral Fellows, Research Officers), you may click here* for the letter from the Vice-President and Pro-Vice-Chancellor (Research) providing information important to your research career at HKU.
*Access to the letter requires HKU Portal login
If you come from overseas:
- Please follow the instructions provided here to submit your visa application. A checklist of the required documents is available at the Guidebook for Entry for Employment as Professionals in Hong Kong (Section VII).
- Present your passport and show the e-Visa to the Immigration Officer upon your arrival in Hong Kong.
- On arrival in Hong Kong, keep the landing slip from the Immigration Officer, which indicates the expiry date of your visa based on your date of arrival in Hong Kong. This landing slip is required for subsequent administrative procedures and as proof of your visa to work in Hong Kong.
- Download the recommended Useful Apps to help you get familiar with living in Hong Kong.
- If applicable, you are advised to apply for schools for your children as soon as possible to secure school places.
- Meet your supervisor.
- Meet your Faculty Dean/Department Head/colleagues in the same Faculty/Department.
- Familiarise with your Faculty/Department’s facilities and operations:
- have an office tour;
- get an orientation to safety, emergency procedures and evacuation procedures;
- check out the organisation chart and communication directory; and
- learn about the work schedule and work rules in your Faculty/Department, and University holidays.
- Present your Hong Kong Identity Card or travel document and landing slip which shows your visa expiry date to your Faculty/Department for formal record.
- Complete administrative matters, such as collect office access card/key, collect equipment/software, submit forms/documents, etc.
- Set up your office voicemail, email and workstation.
- Obtain a checklist of key activities to be performed over the next 90 days from your Faculty/Department (e.g. attend orientation programmes and complete the necessary training as mandated by the University/Faculty/Department on research ethics (for professoriate and research staff), data protection, system/IT security, workplace conduct, health and safety, etc.).
- Get to know your Faculty/Department’s values and norms.
- Understand your job responsibilities, the expectation of your position and performance plan.
- Meet your mentor to understand the Faculty/Department work culture and support.
- Get to know the campus by joining the office/campus tour and the onboarding information briefing/new staff induction organised by your Faculty/Department and the Human Resources Office.
- Apply for parking permit if necessary. Eligibility and details are available at the Estates Office’s website.
- Apply for the optional Staff Contributory Top-up Medical Insurance Plan if you wish to obtain additional medical coverage on top of the Staff Medical Benefits Scheme.
- Apply for a Staff Card at Human Resources Office and a Facility Access Card (FAC) at either the Main Library or through an online CSE form for your spouse and dependents (provided their information has already been registered in Personal and Family Data Form) for gaining access to the Libraries and facilities under the Centre for Sports and Exercise.
If you come from overseas:
- Open a local bank account for payroll purpose and update your bank account number in the Personal and Family Data Form in your HKU Portal account.
- Submit reimbursement claim of your passage/baggage costs to the Payroll Unit of the Finance and Enterprises Office (FEO) if you are eligible for passages as stated in your Letter of Appointment. Enquiries can be directed to the FEO at feo_payroll@hku.hk.
- If you are permitted to stay in Hong Kong for more than 180 days, apply for a Hong Kong Identity Card within 30 days of your arrival, from the Hong Kong Immigration Department.
- Purchase a local SIM card to access local communication and mobile data services.
- Purchase an Octopus card for payment on public transportations.
- Where applicable, learn about research-related procedures from your Faculty/Department, such as updating the researcher profile, research grant applications, setting up of the UGC account, award nominations, procurement process, student recruitment process and scholarship system for research postgraduates, etc.