A structured onboarding process for employee paperwork, payroll setup, policies, training and manager follow-through.
Use this guide as a starting point for a consistent internal process. Assign an owner, document outstanding items and adapt each step to your organization, workforce and jurisdiction.
Implementation tip: Do not only record what is missing. Assign every open item to a named person, set a due date and retain evidence when it is completed.
• Allowing employees to begin without a defined onboarding owner.
• Emailing sensitive payroll or identity documents without an approved secure method.
• Treating orientation as complete after paperwork is signed.
Business owners, HR teams, administrators and hiring managers.
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