New employee paperwork
The joys of new employee paperwork! Here's a comprehensive list of the typical documents and processes involved in onboarding a new employee:
Pre-Hire
- Application: The employee submits an application, which may include a resume, cover letter, and other relevant documents.
- Background Check: Depending on the company's policies and the type of position, a background check may be conducted.
- Reference Checks: The company may contact the employee's professional references to verify their work history and skills.
Onboarding
- Employee Eligibility Form: The employee completes a form to confirm their eligibility to work in the country and state.
- I-9 Form: The employee completes the Employment Eligibility Verification form (I-9) to verify their identity and employment authorization.
- W-4 Form: The employee completes the Employee's Withholding Allowance Certificate (W-4) to determine their tax withholding.
- Direct Deposit Form: The employee completes a direct deposit form to set up their payroll direct deposit.
- Benefits Enrollment: The employee enrolls in company benefits, such as health insurance, retirement plans, and other benefits.
- Employee Handbook: The employee receives a copy of the company's employee handbook, which outlines company policies, procedures, and expectations.
- Job Description: The employee receives a copy of their job description, which outlines their responsibilities and expectations.
- Performance Goals: The employee sets performance goals with their supervisor, which are used to evaluate their progress and success.
Post-Hire
- Payroll Setup: The company sets up the employee's payroll, including their pay rate, pay frequency, and benefits.
- Benefits Administration: The company administers the employee's benefits, including health insurance, retirement plans, and other benefits.
- Time and Attendance Tracking: The employee is set up to track their time and attendance, which is used to calculate their pay and benefits.
- Performance Reviews: The employee's supervisor conducts regular performance reviews to evaluate their progress and success.
- Employee Data Management: The company maintains accurate and up-to-date employee data, including contact information, job titles, and benefits.
Additional Documents
- Non-Disclosure Agreement (NDA): The employee may be required to sign an NDA to protect confidential company information.
- Confidentiality Agreement: The employee may be required to sign a confidentiality agreement to protect sensitive company information.
- Conflict of Interest Form: The employee may be required to complete a conflict of interest form to disclose any potential conflicts of interest.
- Emergency Contact Form: The employee completes an emergency contact form to provide contact information for emergency situations.
Remember to tailor your onboarding process to your company's specific needs and policies. It's also a good idea to have a standardized onboarding process to ensure consistency and efficiency.