Just hired a new employee? Great! But now, the real work starts. Prepare for your new hire's first day and gather all of the info you need with this comprehensive onboarding checklist.
New Hire Onboarding Checklist
1. New hire documentation
Accepted and signed job offer/job description
I-9
W-4
State and local withholding forms
Direct Deposit form
Permission to conduct background check
Emergency contact information
Insurance paperwork
Employment contract
Compensation and benefits package
2. Guides and policies
Employee handbook acknowledgment
Job description
Safety procedures/manuals
Security rules and policies
3. Accounts, devices, and equipment
Setup company email
Provide time clock access
Secure work uniforms
Setup credentials or access to necessary software tools such as HCM systems and project management software
Add new hires to relevant work chats or email distribution lists
Issue work phone, tablet, or computer
Assign workstation/workspace
4. First day
Team introduction
Workplace tour
Give welcome kit/company swag bag
Finalize other administrative paperwork, if any.
5. Orientation
Run through paperwork and make sure they’re complete
Briefly go through job roles, benefits, and insurance plans
Go over essential points in the handbook. Inform them where they can find a copy.
Discuss important company policies briefly.
Assign a mentor or onboarding buddy.
Invite new hires to onboard via a self-service portal and review their progress in Workforce.com