New hire welcome packet

Checklist items
37
Items due before or on day one
17
Items due in the first 30 days
20

Every figure on this page is computed from the inputs you enter, by the method stated below it. The only constants HeadcountDesk supplies are the published federal payroll tax rates and the overtime multiplier, each cited where it is used. The defaults are a worked example to replace with your own.

A new hire welcome packet is everything the person needs before and during day one, in one place: the welcome letter with the logistics, the forms to complete, the handbook with its acknowledgement, the first-week calendar, the named person to ask, the team list with roles, and the practical page, parking, entry, dress, lunch. It is assembled once per role and personalised per hire, and every item in it is a checklist line. The onboarding checklist on this site lists the contents, free and without an account; HeadcountDesk Pro assembles and sends it and records what came back signed.

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The letter and the logistics

Start date, time, place or link, who meets them, what the first morning holds. One page, from the manager, in the manager's words.

The forms and the handbook

The W-4 and state forms, the questionnaire, the I-9 document list, and the handbook with its acknowledgement to sign before arriving. The free employee handbook template on this site produces the handbook the packet carries.

The map of the people

The first-week calendar, the named person for anything, and the team list with what each person does, so the introductions have hooks. This is the half most packets miss and the half people keep.

Assembled once, tracked per hire

The packet is a template per role; each hire's copy is tracked item by item, signed, returned, outstanding. Pro does the tracking and chases what is missing. From the vendors' own pricing pages: Homebase lists Essentials at $24 per location per month billed annually or $30 monthly, with a free Basic plan for one location of up to ten employees; BambooHR lists Core at $10 and Pro at $17 per employee per month; Deputy lists Core at $6.50 per user per month. HeadcountDesk Pro is $24 a month per location.

New hire welcome packet: common questions

What goes in a new hire welcome packet?

The welcome letter, the forms, the handbook and acknowledgement, the first-week calendar, the named contact, the team list and the practical details.

When should it be sent?

About a week before the start date, with the questionnaire, so the paperwork is back before day one.

Is the checklist free?

Yes, with no account. Pro assembles the packet and tracks what returns.

Will it do what you need for New hire welcome packet?

Tell us what your business needs and we will tell you straight whether HeadcountDesk Pro does it today, whether it is coming, or whether you are better off with something else. A person reads these and replies.

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