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.