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Hiring & Onboarding Employees Checklist

Pre-Hiring Preparation

  • Define the role:
  • Write a clear job description (title, responsibilities, skills required).
  • Set salary range and benefits (healthcare, PTO, remote options).
  • Legal compliance:
  • Verify EIN is set up for payroll.
  • Understand labor laws (overtime, breaks, anti-discrimination).
  • Choose hiring channels:
  • Job boards (Indeed, LinkedIn), local networks, or referrals.

Recruitment Process

  • Screen applicants:
  • Review resumes/CVs for key qualifications.
  • Conduct phone screenings (15–30 mins) to shortlist candidates.
  • Interviews:
  • Schedule structured interviews (behavioral + skills-based questions).
  • Include team members or key stakeholders in the process.
  • Background checks:
  • Verify employment history, references, and licenses (if required).
  • Run criminal/drug tests (if applicable).

Making the Offer

  • Send a formal offer letter:
  • Include position, start date, salary, benefits, and conditions.
  • Negotiate terms (if needed) and confirm acceptance in writing.

Pre-Onboarding (Before Day 1)

  • Prepare paperwork:
  • W-4 (tax withholding), I-9 (employment eligibility), and state forms.
  • Non-disclosure agreements (NDAs) or contracts.
  • Set up tools/access:
  • Email, software logins, and hardware (laptop, badge).
  • Add to payroll/HR systems (e.g., Gusto, ADP).
  • Schedule orientation/training:
  • Assign a mentor/buddy for the first week.

First Day & Onboarding (Week 1)

  • Welcome the employee:
  • Office tour, team introductions, and company culture overview.
  • Review essentials:
  • Company policies (handbook), goals, and role expectations.
  • Emergency procedures and IT security protocols.
  • Assign initial tasks:
  • Small, achievable projects to build confidence.

Ongoing Support (First 90 Days)

  • Check-ins:
  • 30/60/90-day reviews to address questions and feedback.
  • Training & development:
  • Provide resources for skill-building (courses, shadowing).
  • Solicit feedback:
  • Ask the employee about their onboarding experience.

Compliance & Documentation

  • File employee records securely (digital or physical).
  • Report new hires to your state’s labor department (required in most states).
  • Stay updated on labor laws (minimum wage changes, OSHA requirements).

Bonus Tips

  • Culture fit matters: Assess alignment with company values during interviews.
  • Automate onboarding: Use tools like BambooHR or Trainual for smoother processes.
  • Celebrate milestones: Recognize the employee’s first week/month to boost morale.
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