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> checklist for new hires
checklist for new hires
Pre-Employment Requirements
Onboarding Documentation
Review and sign employee handbook
Read the handbook thoroughly.
Sign the acknowledgment page.
Return the signed page to HR.
Keep a copy for your records.
Complete direct deposit information
Obtain the direct deposit form from HR.
Fill in your bank account details accurately.
Attach a voided check or bank statement.
Submit the completed form to HR.
Here are some additional steps that could be included in the Onboarding Documentation section of a new hire checklist
Provide proof of identity and eligibility to work (e.g., I-9 form)
Obtain the I-9 form from HR.
Provide original documents for verification.
Ensure documents meet the requirements.
Submit the completed form to HR.
Review and sign confidentiality and non-disclosure agreements
Read the agreements carefully.
Understand the terms and conditions.
Sign and date the document.
Return the signed copy to HR.
Agree to and sign any necessary company policies, such as remote work or social media policy
Review the policies provided.
Understand the implications and guidelines.
Sign any required acknowledgment forms.
Return signed forms to HR.
Set up company email and login credentials
Request login credentials from IT.
Follow instructions to set up your email.
Create a secure password.
Log in to verify access.
Complete benefits enrollment forms and review benefits options
Obtain benefits enrollment forms from HR.
Review available benefits options thoroughly.
Fill out the forms accurately.
Submit completed forms to HR.
Review and sign the code of conduct and ethics agreement
Read the code of conduct thoroughly.
Understand the ethical expectations.
Sign and date the agreement.
Return the signed document to HR.
Acknowledge receipt of the safety and emergency procedures manual
Read the safety and emergency manual.
Sign the acknowledgment form provided.
Return the signed acknowledgment to HR.
Keep a copy of the manual accessible.
Submit any required certifications or licenses relevant to the position
Gather necessary certifications or licenses.
Ensure documents are valid and up-to-date.
Submit copies to HR for verification.
Keep originals for your records.
Review and sign the employee performance evaluation process documentation
Read the evaluation process documentation carefully.
Understand how performance will be assessed.
Sign and date the documentation.
Return the signed copy to HR.
Orientation and Training
Attend new hire orientation session
Meet with HR for benefit overview
Set up workstation and IT access
Complete mandatory training modules
Schedule meetings with team members
Performance and Development
Set initial performance goals with supervisor
Discuss professional development opportunities
Establish a check-in schedule with manager
Identify a mentor or buddy within the team
Review feedback process and evaluation timeline
Integration and Engagement
Participate in team-building activities
Attend company events and meetings
Join employee resource groups (if applicable)
Schedule regular feedback sessions with supervisor
Engage in social activities with coworkers
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