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.