Employee onboarding documents are eight, and they are collected in an order because each depends on the one before. The offer accepted. The contract signed. The handbook acknowledged with its version. The tax and payroll forms complete. Eligibility verification as the law requires. The employee ID assigned and the record opened. The equipment signed for. The training recorded. The onboarding checklist on this site carries the eight as lines, free and without an account, and the contract tool and handbook template print two of them.
Before day one
Offer, contract, handbook acknowledgment, tax and payroll forms, eligibility verification. The first three from the tools on this site; the forms from the IRS and the state; the verification on the government's form. All signed and dated before the first shift.
On day one
Employee ID assigned, record opened, equipment issued and signed for. The checklist assigns the ID as its first line so every later document carries it. The equipment record, signed for by the hire, is the document that makes a missing laptop a conversation rather than a loss.
In the first month
Training recorded against the hire with the date and the trainer; the thirty-day review booked and its template ready. The review template on this site prints it. A training record with the date and the trainer is what an insurer or a customer asks for after an incident, and it is the one most small employers cannot produce.
Where they live
Against the record, dated, exportable. HeadcountDesk Pro keeps the eight per hire; the checklist prints the list and the tools print the documents. From the vendors' own pricing pages, cited below: Homebase lists its Essentials plan at $30 per location per month billed monthly or $24 billed annually, with unlimited employees, and a Basic plan at $0 for one location with up to 10 employees; BambooHR starts at $10 per employee per month for Core and $17 for Pro; Deputy's Core plan is $6.50 per user per month. HeadcountDesk Pro is $24 per month per location.
Questions people ask about employee onboarding documents
Which document is most often missing?
The handbook acknowledgment; the contract gets signed because pay depends on it.
Do contractors sign the same documents?
A different set; the timesheet invoice tool on this site is theirs.
Is the checklist free?
Yes, without an account.