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    (770) 765-1846 | sonya@thebusybeebookkeeper.com
    April 11, 2019

    Your New Hire Checklist

    Sonya Ames Business Tips, Management Tips, Time Management Tips

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    Hiring a new employee is a big accomplishment in any small business, and there are a lot of steps involved, too. Here’s a handy 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 employee 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 employee 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 list will give you a start toward making your employee onboarding process a little smoother.

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