From: Staffing
New Employee Onboarding Checklist
Take the following steps to ensure smooth onboarding of all new employees:
- Schedule new hire orientation.
- Prepare the following new hire documents:
- Form I-9.
- Form W-4.
- Confidentiality agreement.
- Emergency contact information.
- Benefit forms.
- Employee handbook.
- Offer letter and job description.
- Direct deposit form.
- Organizational chart.
- Phone list and office map.
- Safety instructions.
- Personnel action form.
- State-required new hire pamphlets.
- Other state or local documentation requirements.
- Any other material a new hire would find useful on the first day.
- Conduct new hire orientation/onboarding process with the following steps:
- Review and discuss new hire paperwork.
- Schedule or conduct safety training.
- Provide tour and introductions with manager.
- Provide information on company logistics, including work station location, break rooms, and rest rooms.
- Provide instructions for phone and computer access.
- Sign agreements for security access and keys.
- Explain timekeeping requirements.
- Explain organization structure (provide organization chart and job description).
- Discuss company mission, vision, values, and goals.
- Describe company products and services.
- Describe benefits of working at the company (employee benefits, job opportunities, etc.).
- Upon completion, review new hire paperwork for completeness and accuracy.
- Create personnel and confidential file folders.
- Process new hire paperwork as needed and update human resource information system.
- Provide payroll with a copy of the employee’s Form W-4, direct deposit information (if applicable), and other necessary information.
- Provide new employee with “welcome package,” schedule first day lunch with manager or co-workers, and assign an onboarding “buddy” to help the new employee get acquainted with the company.
