New Advisor Onboarding
All Professional Academic Advisors must attend training with the Associate Director of Advisement Training and Technology and Assistant Director of Advisement Technologies & Digital Strategies. Advisor training topics provide the essential information academic advisors need to effectively support and guide undergraduate students.
Some topics may benefit new campus partners in student support units who need to understand how to access student information.
Training Topics
Onboarding Checklist
See the following checklist for the steps and processes included in onboarding and training a brand-new Professional Academic Advisor:
Advising 101
Training Topics Overview
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Foundations of Academic Advising
- Introduction to academic advising, advisor roles, and the university's advising mission and structure
- NACADA core competencies, values, and advising best practices
Advisor semester cycles, academic calendar, and orientation processes - Advising policies, procedures, and common advising topics
- Advisor professional development, microgrants, career ladder, and resources
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Academic Planning & Degree Progress
- Undergraduate degree, graduation, and General Education/Compass Core requirements
- Majors, concentrations, minors, and course/student classification
- Degree Works academic degree worksheets, plans, and templates
- Academic exceptions and other degree-planning considerations
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Registration, Enrollment, & Academic Policies
- Registration, Schedule Builder, and registration errors & procedures
- Adding, dropping, withdrawing from, and auditing courses
- Course loads, overloads, repeats, and other enrollment considerations
- Special enrollment requirements, including immunizations and specific student populations
- Bursar processes, confirming registration, and refunds
- Academic policies related to enrollment, withdrawals, and course changes
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Academic Records, Grades, & Registrar Services
- Registrar's Office services, procedures, and advisor responsibilities
- Student records, major changes, transcripts, enrollment verifications, and other record changes
- Grading, GPA calculation, ESPRs, final grades, incomplete grades, and grade appeals
- Academic records retention, Dean's List, and other grading policies
- Academic Fresh Start and Undergraduate Reverse Transfer
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Student Success, Retention, & Graduation
- Academic retention standards, progress reporting, and academic standing
- Learning Support policies and program
- University policies
- Graduation requirements, degree completion, and graduation application & status
- Graduation processes, holds, term changes, diplomas, and related Registrar services
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Student Support, Resources, & University Policies
- Undergraduate admissions processes
- Financial Aid, CPOS, and SAP
- Campus and student support resources
- Supporting students in distress and navigating difficult conversations
- Working with parents, FERPA, privacy, and appropriate use of student information
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Applied Advising Practice & Tools
- Preparing for and conducting effective advising appointments
- Advising documentation and best practices for advising notes
- Using GoldLink, Banner, Schedule Builder, and Degree Works
- Early Outreach, Academic Alerts, ESPRs, End-of-Term processing
- Applying academic policies and procedures through case studies and advising scenarios
- Shadowing, hands-on practice, and integration of advising knowledge
ETSU Systems for Professional Academic Advisors
Training on Technology Systems
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- GoldLink
- DegreeWorks
- Schedule Builder
- Banner
- BDM
- Navigate360
Contact
To schedule New Advisor Onboarding, or Campus Partner training interest, contact Associate Director of Advisement Training and Technology, Jennie Scott (scottjm1@etsu.edu).
When Jennie schedules training, she will coordinate with the Assistant Director of Advisement Technologies & Digital Strategies, Rachel Swatzell (swatzellr@etsu.edu) for a Navigate360 training schedule.