The Ultimate New Hire Onboarding Checklist: Part 1

Getting ready for new hire with onboarding checklist

As a small business owner, you understand the value of employee onboarding. From better job performance to higher retention the benefits of onboarding are quantifiable. Failing to properly onboard a new hire can cost your small business significant amount of time and money. Here’s your ultimate new hire onboarding checklist to get your employees started on the right foot.

The Ultimate New Hire Onboarding Checklist

Before Starting Work

Prepare Relevant Paperwork: Transactional Onboarding

  • Before your new hire starts their first day, you must prepare all of the relevant paperwork and information. Begin finding and recording the employee’s basic information.
    • Employee Name
    • Date of Hire
    • Employee Contact Details
    • Additional Information
    • W-4
    • I-9
    • Insurance Forms
    • Direct Deposit Forms
    • The Non-Disclosure Agreement

(Remember that there are often additional forms you need for your specific business)

Position, Goals, and Tasks

During the training period, your new hire will need to work closely with a supervisor or a trusted mentor. This will help to ensure they are properly oriented to the business, position, policies, and facilities.

  • Speak with the supervisor about the new hire and their role/position within the organization.
  • Discuss the set goals for the new hire and appropriate task that will help acclimate the employee
    • Employee Position
    • Employee Goals
    • Tasks and Projects

Employee Workstation and Equipment

Before your employee starts their first day it is important to prepare their workstation in advance to avoid delays. For example:

  • Desk
  • Chair
  • Telephone
  • Computer
  • Office Supplies
  • (Go the extra mile and have a t-shirt, mug, or backpack with your company’s logo on the employee’s chair or desk.)

Give Access

Small business owner getting ready for new hire with onboarding checklistPrepare all the login information they will require.

  • WiFi Password
  • Email List of Coworkers
  • Department Phone Numbers
  • (Remember that there are often additional passwords or keys they will need for your specific business.)

Company Accounts:

  • Company Email
  • Company Phone Line
  • Company Accounts

Prepare Employees Benefits Package

It is imperative that each of your employees understand what benefits are available for their position. Here  information your employees will require:

  • Confirm Position Funding
  • Example Benefits Package
    • What they will receive
    • Budget Details
    • Potential promotions
    • Salary Range
    • Vacations time and Health Benefits
  • Summary of All Information (Hard Copy & Digital)

Payroll Made Simple

While we can not help train your new hire, we can help you with your payroll process and compliance. PayWow is your one-stop destination for new hire reporting, annual federal/state returns, quarterly tax returns, and so much more! Our full-service payroll features allow you to focus on running your business while we handle complicated IRS terminology and forms.

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