Once you have found the perfect fit for your company. Use this new hire paperwork checklist as a guide when you’re onboarding new employees. Prepare an employment contract and receive signed, if applicable. You can send this contract along with your job offer letter or mail.
Prepare and obtain signatures on internal forms
Non-compete agreements
Non-disclosure agreements
Drug and/or alcohol test consent agreements
Job analysis forms (responsibilities, goals and performance evaluation criteria)
Employee equipment inventory lists
Confidentiality and security agreements
An employment offer letter should include
Job information (Job title, department)
Work schedule
Length of employment
Benefits and remunerations
Employee responsibilities
Termination conditions
Non disclosure agreement(NDA)
Non-Compete Agreement (if applicable)
Account Setup
User Accounts:
Create accounts for email, company intranet, and other essential software.
Access Permissions:
Set up appropriate permissions for different systems and applications based on the employee’s role.
Hardware Provisioning
Name of reporting manager
Benefits in brief
Joining date
Work schedule
Length of employment
Last date to respond to the offer
Prepare benefits Enrolment Forms
Health Insurance Enrolment
Gratuity Nomination Form
Employee wellness perks
Enrolment forms for any other company-specific benefits
Emergency and Personal Information
Compliance Training:
Ensure understanding of compliance requirements specific to the company or industry.
Documentation:
Provide documentation on processes, systems, and tools that will be used.
Integration with Teams
Form to collect emergency contact details.
Collection of personal details such as address, phone number, bank account details
Copy of pan card, Aadhar card & passport sized photographs
Tax declarations
Declaration of income from the previous employer.
Company policies and acknowledgements
Employee Handbook Acknowledgment
Code of Conduct
IT and Security Policy
Harassment and Discrimination Policies
Disclaimer:
This template is meant to provide general guidelines and should be used as a reference. This is not a legal document. Easy HR will not assume any legal liability that may arise from the use of this template.
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