sbon.org

New hire packet checklist

Onboarding progress6 of 12 items completed (50%)
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Track forms and setup tasks for your new hire. Review which items apply.

Employee information
Phase 1: Pre-boarding & compliance
Phase 2: Policies & office setup
Phase 3: Day 1 orientation & 30-day review
New Hire Onboarding Record
Small Business Owner Network (sbon.org)
50% Complete
6 of 12 items done
Employee: Jordan Taylor
Position: Operations Team Lead
Start Date: November 2, 2026
Manager: Sarah Jenkins

Compliance & Payroll Documentation

    Company Policies & Assets

      Orientation & Check-ins

        HR / Manager Signature:

        Completed By & Date

        Employee Signature:

        Employee Acknowledgment & Date

        Progress saved in this browser only. Nothing is uploaded.

        Essential federal & state new-hire requirements

        Use the official instructions

        This checklist tracks your work; it does not determine which rules apply or file government forms. Check current federal and state instructions before marking a task complete.

        Example

        If three of the twelve tasks are complete, progress is 25%. That measures checked boxes, not legal compliance.

        Common mistakes

        Do not treat sample checkmarks as completed work. Clear the checkboxes before starting a new employee's record.

        How to use New hire packet checklist

        1. Enter the employee name, job title, supervisor, and first day of work.
        2. Check off compliance and onboarding items as forms and tasks are completed.
        3. Click Copy checklist summary to paste into your HR notes or print a completed record.

        This tool provides an administrative checklist of standard employment onboarding tasks. It does not file tax or immigration forms with state or federal agencies.

        Copy your results

        Select and copy the text below: