Employee Name: Position Title:
Start Date: Salary:
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New Hire Checklist
TASK DATE
✔ New Employee Information MM/DD/YYYY
Employee Data Information Sheet Collected
Background Check Acquired & Passed
Drug Test Acquired & Passed
Offer Letter Signed
Employment Agreement Signed
Employee Information Entered into Payroll & Benefits Systems
I-9 Work Authorization Complete
HR Personnel File Created
✔ New Employee HR Personnel File Documentation MM/DD/YYYY
W4 Federal Tax Withholding Form Complete
W4 State Tax Withholding Form Complete
State New Hire Reporting Complete
Employee Handbook Signed
Policy Documents Reviewed & Signed (NDA, Non-Compete)
Direct Deposit Form Acquired
Employee Benefits Enrollment Form Signed
✔ New Employee Pre-Onboarding MM/DD/YYYY
Workspace Set-Up (e.g., Computer, Printer, Desk, Chair, etc.)
Timecard and/or Entry Card Prepared
Logins for Computer, Software, Applications Acquired
Meet and Greets with Manager, Supervisor, Co-Workers
Scheduled
Employee Name: Position Title:
Start Date: Salary:
------------------------------------------------------------------------------------------------------------------------------
Orientation Scheduled
New Hire Training Scheduled
✔ New Employee Check-ins MM/DD/YYYY
30-Day Check-in
60-Day Check-in
90-Day Check-in