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Here are the 8 must-have onboarding documents for new hires. W-4 Form. Let's start with the legal documents. ... I-9 Form. ... Employment Offer Letter. ... Employment Contract. ... Emergency Contact Info. ... Employee Handbook. ... Organizational Chart. ... Payroll and Benefits.
Make sure you and new hires complete employment forms required by law. W-4 form (or W-9 for contractors) I-9 Employment Eligibility Verification form. State Tax Withholding form. Direct Deposit form. E-Verify system: This is not a form, but a way to verify employee eligibility in the U.S.
In the United States, there are two documents that nearly every new employee will need to complete before they begin working. These documents are the Form I-9 and the Form W-4. In addition to these documents, most new employees will also complete a direct deposit form so that their paychecks can be properly routed.
Welcome Packet Onboarding Materials. General Company Information. Introduction to Company Culture. Position and Team Details. Access Keys and Login Credentials. Policies and Guidelines. New Hire Gifts.
Here are some example items that an HR manager may want to include in their checklist: Draft and send the employee an offer letter and contract. ... Perform a background check. ... Gather all relevant employment forms. ... Send a welcome email. ... Ensure the technology is working properly. ... Hold a one-on-one meeting.
Typical new hire packets include items like a welcome letter, an employee handbook, an employment contract, tax forms, direct deposit forms, health insurance information, and benefits package details.
The Checklist to give you a quick snapshot on one page. I-9 Form for verifying an employee's eligibility to work in the United States. W-4 Form to set up federal income tax withholding. IT-2104 Form to set up New York State income tax withholding. Direct Deposit Form to set up direct deposit payments.