Headteacher HR & Payroll Induction Checklist
Section 1: Governance, Compliance, and HR Strategy
|
Item |
Action/Notes |
|
Contractual Status & Appraisal |
Confirmation of the Headteacher's own contract, start date, salary, benefits, and first formal appraisal date/process. |
|
Key HR Policies |
Detailed review of the following policies, confirming the Headteacher's role in their execution: Disciplinary & Grievance, Capability, Complaints, Whistleblowing, Absence Management – Managing Attendance (long-term absence protocols) Suite of letters to support Managing Attendance: https://blessed-bamber-document-portal.schudio.com/resources/managing-attendance-suite-of-letters-to-support-policy . Parental Leave. Portal policies : https://blessed-bamber-document-portal.schudio.com/resources/policies |
|
Occupational Health Referrals |
Templates and process for making a referral to Ock Health. Portal Information and document templates: https://blessed-bamber-document-portal.schudio.com/resources/occupational-health |
|
MIS/HR System Access |
Access granted and training provided for the Trust HR & Payroll Management Information System (MIS) and platform (e.g., Edupay) for reporting, authorising leave and payroll claims and staff data oversight. Portal Edupay guides and login: https://blessed-bamber-document-portal.schudio.com/resources/edupay |
|
Governor/Board Communication |
Briefing on Governor/Director involvement in staff management (e.g., Disciplinary Hearings, Pay Committee decisions). |
Section 2: Safeguarding and Statutory Duties
|
Item |
Action/Notes |
|
Single Central Record (SCR) - online |
Detailed review of the SCR, ensuring understanding of auditing processes and compliance with Safer Recruitment regulations. Single Central Record online: https://portal.onlinescr.co.uk/Account/Login?ReturnUrl=%2fHome |
|
Staff Code of Conduct/Handbook |
Review of the Staff Code of Conduct and procedures for managing allegations against staff. Starters and leavers protocol. Portal Trust Coe of Conduct: https://blessed-bamber-document-portal.schudio.com/resources/code-of-conduct-1 |
|
Statutory Requirements (Teachers) |
Confirmation of knowledge regarding statutory requirements for teachers (e.g., PPA time, directed time budget). |
Section 3: Payroll and Finance Administration
|
Item |
Action/Notes |
|
Payroll Cycle & Deadlines |
Confirmation of monthly payroll deadlines (15th monthly except December as early pay), submission process for variations (e.g., overtime, supply staff claims), and sign-off authority. |
|
Staffing Budget Control |
Review of the current year’s staffing budget (maintaining required staff numbers, affordability of new appointments, contingency). |
|
Salary Scales & Allowances |
Review of current pay policy, including Teacher and Support Staff salary scales, allowances (TLR/SEN), and progression procedures. Portal pay scales and rates of pay: https://blessed-bamber-document-portal.schudio.com/resources/pay-scales-and-rates-of-pay |
|
Pensions |
Briefing on employer responsibilities and administrative contacts for Teachers' Pension Scheme (TPS) and Local Government Pension Scheme (LGPS). Portal Pensions Information and links to LGPS and TPS: https://blessed-bamber-document-portal.schudio.com/resources/pensions |
|
Expense Authorisation |
Confirmation of expense claim limits and authorisation procedures for the Headteacher and other senior staff. |
Section 4: Staff Management and Development Cycle
|
Item |
Action/Notes |
|
Recruitment Policy & Training |
Review of the Safer Recruitment Policy and confirmation of the Headteacher's most recent training status. (ESB 2/4 Dec) Trust recruitment process. Portal Trust Recruitment Process and related forms: https://blessed-bamber-document-portal.schudio.com/resources/recruitment-process Portal Trust Safer Recruitment Policy: https://blessed-bamber-document-portal.schudio.com/resources/safer-recruitment-policy |
|
Starter and Leaver Protocol |
Induction and probation expectation. Portal probation policy and templates: https://blessed-bamber-document-portal.schudio.com/resources/probation |
|
Performance Management Cycle |
Detailed overview of the annual appraisal/performance management cycle, including deadlines for objective setting and pay recommendations. |
|
Continuous Professional Development (CPD) |
Overview of National College and statutory training. National College: https://nationalcollege.com/home Statutory Training all staff and new starters:
Other training to be completed, i.e. role-specific |
|
Workforce Wellbeing |
Briefing on current Trust wellbeing programme and EAP (Employee Assistance Programme) details. Portal Wellbeing: https://blessed-bamber-document-portal.schudio.com/resources/wellbeing-2 |