New Hire Check List

Pre-Employment Steps

  • Draft offer letter including position, salary, and start date.
  • Attach employment contract outlining terms and conditions.
  • Email documents to the candidate for review and signature.
  • Set a deadline for acceptance and signed documents to be returned.
  • Obtain consent from the candidate for background checks.
  • Select a reputable third-party service for background checks.
  • Contact references provided by the candidate for verification.
  • Document findings and ensure compliance with legal requirements.
  • Discuss and finalize start date with the candidate.
  • Confirm expected work hours and any flexible arrangements.
  • Communicate the decision to relevant team members.
  • Update onboarding schedule accordingly.
  • Prepare necessary tax forms (W-4, etc.) for new hire.
  • Create direct deposit form for banking details.
  • Email or provide physical copies during onboarding.
  • Explain the importance of each form during the onboarding process.

Onboarding Preparation

First Day Activities

Training and Development

Follow-Up and Evaluation