Interactive Checklist
Check items as you complete them. Progress is saved locally.
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1 Phase 1: Pre-Arrival (4–6 Weeks Before Start)
Send offer letter and collect signed contract — create a card with deadline tracking
Initiate background check and credential verification (degrees, certifications)
Set up university email, LMS access, library access, and building badge
Assign an office or workspace — coordinate with facilities via a connector to their task card
Order computer, phone, and any lab or research equipment
Send a welcome packet: campus map, parking info, faculty handbook, department contacts
Assign a faculty mentor from the department — create a mentor card with meeting schedule
2 Phase 2: First Week
Conduct HR orientation: benefits enrollment, payroll setup, retirement plan options
Campus tour: key buildings, faculty dining, library, recreation, parking
IT orientation: email, LMS (Canvas/Blackboard), student information system, VPN setup
Department chair meeting: research expectations, teaching load, committee assignments
Introduce to department colleagues — schedule a welcome lunch or coffee
Review academic calendar, grading deadlines, and committee meeting schedule
3 Phase 3: Teaching Preparation (Weeks 1–3)
Access course materials from previous instructor (if available) — coordinate with department admin
Set up courses in the LMS: syllabus, assignments, grading rubric
Request classroom technology training: projector, lecture capture, polling software
Review accessibility requirements and accommodations process with disability services
Schedule a classroom visit during another faculty member's lecture (optional but recommended)
Confirm textbook orders with the bookstore — deadline is usually 6 weeks before classes start
4 Phase 4: Research & Service Setup (Weeks 2–4)
Meet with the Office of Sponsored Research for grant submission procedures
Set up research lab access, equipment, and safety training (if applicable)
Review IRB (Institutional Review Board) process for human subjects research
Identify potential collaborators within and outside the department
Discuss conference travel policies and funding with the department chair
5 Phase 5: Integration Review (30, 60, 90 Days)
Schedule 30-day check-in with department chair: teaching comfort, resource gaps, questions
Collect early student feedback (informal, not formal evaluations) at 30 days
60-day HR check-in: benefits questions, payroll issues, overall experience
90-day formal review with department chair: performance, integration, development plan
Run canvas snapshot at each milestone to track which onboarding items were completed on time
Archive the onboarding canvas — it becomes the reference for the next hire