The Faculty Lounge

New Teacher Onboarding Master Checklist

Two tracks, seven phases. One copy per new hire. Write a name and a date next to every line.

How to use this. Every item needs an owner and a date, not a phase. HR items fail silently and cost the teacher money. Instructional items fail slowly and cost the teacher their footing. Track them separately or the HR half will get done and the instructional half will drift.

Teacher: ____________________ Start date: __________ Mentor: ____________________ Owner: ____________________

Phase 1: At hire

HR track

I-9 verification, W-4 and state withholding
Fingerprinting and background check scheduled
Teaching license verified and registered; deficiency, reciprocity or provisional conditions dated
Transcripts and prior service records submitted for salary placement
Contract signed and returned, copy retained by the teacher
Benefits enrollment window opened (commonly 31 days; missing it means no coverage or a default plan)
Salary step application filed (some districts require this within six months to preserve retroactive pay)
Retirement enrollment and beneficiary designation
Direct deposit enrolled; teacher told whether the first check is paper
Network account, district email, password set
Employee ID badge issued; keys or fob, alarm code, parking
SIS, LMS, gradebook and attendance accounts provisioned with the correct roster attached
Copier code, supply requisition, purchase card or reimbursement process

Instructional track

Grade, subject and room confirmed in writing, with a flag if anything is still tentative
Mentor named, or a written date by which a mentor will be named
Curriculum materials identified and shipped or reserved
School calendar, bell schedule and preservice agenda sent

Phase 2: Summer, before preservice

HR track

Open Phase 1 items chased by name
Mandated reporter, bloodborne pathogens, Title IX and FERPA trainings assigned with completion dates
Handbook acknowledgements logged
Summer PD dates communicated with stipend and attendance expectations

Instructional track

Two or three calls of 10 to 15 minutes: principal, mentor, grade-level or department colleague
Classroom access granted early, room actually cleared out
Curriculum, pacing guide and unit one in hand
Class rosters, class sizes and the real teaching schedule
Schoolwide behavior system introduced before the teacher invents their own
What the first observation will look like, and when
One named person the teacher can text with a small question

Phase 3: Preservice week

HR track

Badge, keys and system access tested by the teacher personally
Emergency procedures and the teacher's specific evacuation location
Duty assignments, arrival and dismissal responsibilities
Absence reporting and sub plan requirements walked through
Nurse, health plans, allergy and medication protocols

Instructional track

Mentor and mentee meet face to face, recurring time on both calendars
IEPs and 504s reviewed with the case manager
Multilingual roster reviewed with the language specialist
Grading policy and gradebook set up
First-week plans reviewed by mentor or department chair
Classroom setup walked with the mentor
Family communication protocol explained; first family contact drafted and sent
At least half the week left unscheduled for classroom and planning time

Phase 4: First week with students

HR track

First paycheck timing confirmed
Benefits enrollment verified as submitted, not left until day 31
Mandated trainings complete or scheduled

Instructional track

Daily five-minute mentor check-in, not a meeting
Class covered once so the new teacher can observe a strong colleague
Non-evaluative walkthrough with feedback inside 24 hours
Behavior system debriefed against what actually happened
Teacher knows what to do when a student must leave, needs the nurse, or refuses a direction
One concrete win identified and named out loud

Phase 5: First month

HR track

Probationary status, evaluation cycle and timeline explained with dates
Personal and sick leave balances confirmed
Credential deficiency plan documented with coursework deadlines

Instructional track

Individualized growth plan written, explicitly separated from employment evaluation
Mentor meetings weekly, with an agenda
First formal observation completed with a feedback conversation
Gradebook currency and grade reporting deadline confirmed
Parent contact log reviewed, targeting one positive contact per family
One IEP meeting attended or observed
Referral pathway for academic and behavioral concerns explained, with the actual form

Phase 6: First semester

HR track

Open enrollment window for next plan year flagged (often November)
Evaluation midpoint conference held
PD hours or renewal credit tracking started

Instructional track

Conference preparation with the mentor, including what to say when a parent is upset
Growth plan progress reviewed and revised
Second observation by a different observer
Two peer observations completed with a structured focus question
First grading period data debriefed
Workload sustainability discussed, and one thing taken off the plate
Mentor match checked, with a no-fault reassignment option offered

Phase 7: Second semester and year two

HR track

Contract renewal notice given with enough lead time to be useful
Year two induction requirements confirmed if the state has them

Instructional track

Mentor cadence maintained through January rather than allowed to lapse
End-of-year-one conversation asking what the school got wrong
Feedback fed into next year's checklist
Hired in August, or after students arrive? Run this subset in the first 72 hours and let the rest wait: keys and building access, class roster, curriculum for week one, mentor named, bathroom and lunch procedure, and the benefits enrollment deadline. Everything else can follow.