Your New Hire Checklist

Your New Hire ChecklistHiring a new employee is a big accomplishment in any small business, and there are a lot of steps involved too. Here’s a handy new hire checklist to help you stay organized when you bring that new hire on board.

First things first, the legal and accounting items:
  • Signed employment agreement, typically an offer letter. There may also be a supplemental agreement outlining employee policies.
  • Payroll documents include:
    • IRS form W-4
    • Form I-9
    • Copy of employee’s government-issued ID
  • Most states require a new hire report to be filed; sometimes your payroll system vendor will automatically file this for you.
  • Notify your workers comp insurance carrier.
Next, it’s time for employee benefits enrollment:
  • Health insurance
  • 401K
  • Any other benefits you provide
  • Provide the employee with the holiday schedule
  • Explain their PTO and vacation if not already explained in the offer letter
Set your new hire up for success with the right equipment:
  • Desk, chair, lamp, other furniture
  • Uniform
  • Tools
  • Coffee mug, refrigerator shelf
  • Phone
  • Truck, keys
  • Computer, monitor, mouse, keyboard, power strip, floor mat
  • Office keys, card entry, gate remote, parking assignment
  • Filing cabinet, keys
  • Tablet
  • Forms
  • Office supplies
  • Cooler, other supplies
Your new hire may need access to your computer software systems:
  • Employee email address
  • Any new user IDs and password for all the systems they will need to access
  • Document access
How will your new employee learn the ropes?
  • Set up training
  • Assign a buddy

Hopefully, this new hire checklist will give you a start toward making your employee on-boarding process a little smoother.   If you have any further questions please contact us at 916-480-1225 or visit our website http://dbusinesssolutions.com.