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employee onboarding documents check list

Pre-Employment Documents

Signed offer letter

Resume

References

Background check forms

Legal Forms

W-4 form

I-9 form

Employment agreement

Non-disclosure agreement

Benefits Forms

Health insurance enrollment forms

401(k) enrollment forms

Other benefit enrollment forms (dental, vision, etc.)

Company Policies and Procedures

Employee handbook acknowledgment form

Code of conduct acknowledgment form

IT security policy acknowledgment form

Training and Development

Training schedule

Skill assessment forms

Development plan forms

IT Setup

Email account setup

Computer/laptop setup

Software installations

Workspace Setup

Desk assignment

Office supplies

Security badge

Emergency Procedures

Emergency contact information

Evacuation plan acknowledgment form

Safety training materials

Performance Management

Goal setting forms

Performance review schedule

Performance evaluation forms

HR Contact Information

HR department contact information

Manager contact information

IT support contact information

Feedback and Suggestions

Employee feedback form

Suggestion box information

Employee satisfaction survey

Next Steps

Follow-up meeting schedule

Probation period review schedule

Long-term development plan meeting schedule

Schedule a mentorship meeting

Set up a performance review schedule

Review and set goals for the upcoming quarter

Register for any required training or certifications

Schedule a check-in with HR to discuss progress and address any concerns

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