{"id":1474,"date":"2023-01-23T12:32:20","date_gmt":"2023-01-23T19:32:20","guid":{"rendered":"https:\/\/prettybooks.com\/magazine\/?p=1474"},"modified":"2022-11-23T14:01:40","modified_gmt":"2022-11-23T21:01:40","slug":"the-detailed-new-hire-checklist","status":"publish","type":"post","link":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/","title":{"rendered":"The Detailed New Hire Checklist"},"content":{"rendered":"<h1>The Detailed New Hire Checklist<\/h1>\n<p>Hiring is exciting. It means your business is growing and you\u2019re ready to add a new member to the team. It also means taking care of some paperwork. There are a list of things you\u2019ll need to get together to meet HR and the government\u2019s requirements, as well as a few things you\u2019ll need to share with your new teammate.<\/p>\n<p>It\u2019s important to stay organized to make sure you meet all requirements. A helpful hint, although not required for some documents, it\u2019s a good idea to get a signature on things like the offer letter and handbook. This will serve as proof that your new teammate has read and understands the information you share just in case something comes up in the future.<\/p>\n<p>Here is the list of the three things you need to prepare after you hire your next employee.<\/p>\n<hr \/>\n<h2><strong>The offer letter<\/strong><\/h2>\n<p>Once you\u2019ve invited someone to your team, you need to clearly lay out your expectations for the role and what they can expect. This can be done directly in the offer letter.<\/p>\n<p>The offer letter isn\u2019t a legally binding document, but it\u2019s essential because it\u2019s a written record of all the information you share. It shows your employee has read, understands, and agrees to the information.<\/p>\n<p>Here\u2019s a list of items we suggest to have in your offer letter:<\/p>\n<ul>\n<li>Names of managers and HR contact<\/li>\n<li>Expected start date<\/li>\n<li>Any contingencies, such as drug screening or background check<\/li>\n<li>Base salary or hourly rate<\/li>\n<li>Any benefits for vacation or sick leave<\/li>\n<li>Expectations<\/li>\n<li>Responsibilities<\/li>\n<\/ul>\n<p><strong><em>\ud83d\udca1 Pro tip: Require a signature or initial on all documentations provided to your employee. Doing so will ensure and serve as proof that your new employee has received and read all documentation you provided. This will prevent any possible dispute in the future.<\/em><\/strong><\/p>\n<p>&nbsp;<\/p>\n<h2><strong>The employee handbook<\/strong><\/h2>\n<p>The best way to share share company standards and expectations is through the employee handbook. This handbook can include information about specific policies and protocols in your company, as well as employees legal rights and obligations.<\/p>\n<p>The handbook needs to be easily accessible. Put it in a Google doc or have a copy in the break room, as long as it\u2019s easily accessible.<\/p>\n<p>Here are some things that are helpful to highlight in the employee handbook:<\/p>\n<ul>\n<li>Company values and mission statement<\/li>\n<li>General employment information (policies, payroll information, etc).<\/li>\n<li>Benefits<\/li>\n<li>Harassment Policies &#8211; who to contact<\/li>\n<li>Codes of Conduct<\/li>\n<li>Disciplinary Policies<\/li>\n<\/ul>\n<p><strong><em>\ud83d\udcce For a more detailed list of information, check out our downloadable checklist on our <a href=\"https:\/\/prettybooks.com\/g\/tools\/the-detailed-new-hire-checklist\">resource page<\/a>.<\/em><\/strong><\/p>\n<h2><strong>Employee Personnel Files<\/strong><\/h2>\n<p>These files are imperative for record keeping, especially for HR. They are important because they help your business keep track of employee\u2019s tax information, personal information, and eventually job-related records like performance reviews and disciplinary records. These records could be helpful in calculating raises, incentive pay, or disciplinary actions.<\/p>\n<p>Here\u2019s what should go in these files for each employee:<\/p>\n<ul>\n<li>Employee\u2019s Resume<\/li>\n<li>Job application<\/li>\n<li>Contact information<\/li>\n<li>Offer letter<\/li>\n<li>W-4 and I-9<\/li>\n<li>State tax documentation<\/li>\n<li>Payroll documents<\/li>\n<li>Employee benefit forms<\/li>\n<li>2 copies of identification documents<\/li>\n<li>Confidentiality \/ Non-Disclosure Agreement<\/li>\n<\/ul>\n<p><strong><em>\ud83d\udca1 Helpful tip: By law, the ADA requires medical files to be separate from all other records.<br \/>\n<\/em><\/strong><\/p>\n<hr \/>\n<p><em><strong>Download our monthly bookkeeping checklist on our <a href=\"https:\/\/prettybooks.com\/g\/tools\/the-detailed-new-hire-checklist\">resources<\/a> page<\/strong><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Detailed New Hire Checklist Hiring is exciting. It means your business is growing and you\u2019re ready to add a new member to the team. It also means taking care of some paperwork. There are a list of things you\u2019ll need to get together to meet HR and the government\u2019s requirements, as well as a [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":1476,"comment_status":"closed","ping_status":"closed","sticky":true,"template":"","format":"standard","meta":[],"categories":[71],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v18.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Detailed New Hire Checklist - Pretty Books Magazine<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Detailed New Hire Checklist - Pretty Books Magazine\" \/>\n<meta property=\"og:description\" content=\"The Detailed New Hire Checklist Hiring is exciting. It means your business is growing and you\u2019re ready to add a new member to the team. It also means taking care of some paperwork. There are a list of things you\u2019ll need to get together to meet HR and the government\u2019s requirements, as well as a [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/\" \/>\n<meta property=\"og:site_name\" content=\"Pretty Books Magazine\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-23T19:32:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2022-11-23T21:01:40+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"ashlees\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Organization\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/#organization\",\"name\":\"PrettyBooks\",\"url\":\"https:\/\/prettybooks.com\/magazine\/\",\"sameAs\":[],\"logo\":{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/#logo\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2022\/05\/pblogo.png\",\"contentUrl\":\"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2022\/05\/pblogo.png\",\"width\":226,\"height\":52,\"caption\":\"PrettyBooks\"},\"image\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/#logo\"}},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/#website\",\"url\":\"https:\/\/prettybooks.com\/magazine\/\",\"name\":\"Pretty Books Magazine\",\"description\":\"A collection of knowledge, stories, and insights into today\u2019s accounting world.\",\"publisher\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/prettybooks.com\/magazine\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png\",\"contentUrl\":\"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png\",\"width\":1000,\"height\":600},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#webpage\",\"url\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/\",\"name\":\"The Detailed New Hire Checklist - Pretty Books Magazine\",\"isPartOf\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#primaryimage\"},\"datePublished\":\"2023-01-23T19:32:20+00:00\",\"dateModified\":\"2022-11-23T21:01:40+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/prettybooks.com\/magazine\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"The Detailed New Hire Checklist\"}]},{\"@type\":\"Article\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#webpage\"},\"author\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/#\/schema\/person\/7d3765fdf85a6df42f6e7b6239350bb4\"},\"headline\":\"The Detailed New Hire Checklist\",\"datePublished\":\"2023-01-23T19:32:20+00:00\",\"dateModified\":\"2022-11-23T21:01:40+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#webpage\"},\"wordCount\":556,\"publisher\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/#organization\"},\"image\":{\"@id\":\"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png\",\"articleSection\":[\"Checklist\"],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/prettybooks.com\/magazine\/#\/schema\/person\/7d3765fdf85a6df42f6e7b6239350bb4\",\"name\":\"ashlees\",\"url\":\"https:\/\/prettybooks.com\/magazine\/author\/ashlees\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"The Detailed New Hire Checklist - Pretty Books Magazine","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/","og_locale":"en_US","og_type":"article","og_title":"The Detailed New Hire Checklist - Pretty Books Magazine","og_description":"The Detailed New Hire Checklist Hiring is exciting. It means your business is growing and you\u2019re ready to add a new member to the team. It also means taking care of some paperwork. There are a list of things you\u2019ll need to get together to meet HR and the government\u2019s requirements, as well as a [&hellip;]","og_url":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/","og_site_name":"Pretty Books Magazine","article_published_time":"2023-01-23T19:32:20+00:00","article_modified_time":"2022-11-23T21:01:40+00:00","og_image":[{"width":1000,"height":600,"url":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_misc":{"Written by":"ashlees","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Organization","@id":"https:\/\/prettybooks.com\/magazine\/#organization","name":"PrettyBooks","url":"https:\/\/prettybooks.com\/magazine\/","sameAs":[],"logo":{"@type":"ImageObject","@id":"https:\/\/prettybooks.com\/magazine\/#logo","inLanguage":"en-US","url":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2022\/05\/pblogo.png","contentUrl":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2022\/05\/pblogo.png","width":226,"height":52,"caption":"PrettyBooks"},"image":{"@id":"https:\/\/prettybooks.com\/magazine\/#logo"}},{"@type":"WebSite","@id":"https:\/\/prettybooks.com\/magazine\/#website","url":"https:\/\/prettybooks.com\/magazine\/","name":"Pretty Books Magazine","description":"A collection of knowledge, stories, and insights into today\u2019s accounting world.","publisher":{"@id":"https:\/\/prettybooks.com\/magazine\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/prettybooks.com\/magazine\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#primaryimage","inLanguage":"en-US","url":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png","contentUrl":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png","width":1000,"height":600},{"@type":"WebPage","@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#webpage","url":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/","name":"The Detailed New Hire Checklist - Pretty Books Magazine","isPartOf":{"@id":"https:\/\/prettybooks.com\/magazine\/#website"},"primaryImageOfPage":{"@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#primaryimage"},"datePublished":"2023-01-23T19:32:20+00:00","dateModified":"2022-11-23T21:01:40+00:00","breadcrumb":{"@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/prettybooks.com\/magazine\/"},{"@type":"ListItem","position":2,"name":"The Detailed New Hire Checklist"}]},{"@type":"Article","@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#article","isPartOf":{"@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#webpage"},"author":{"@id":"https:\/\/prettybooks.com\/magazine\/#\/schema\/person\/7d3765fdf85a6df42f6e7b6239350bb4"},"headline":"The Detailed New Hire Checklist","datePublished":"2023-01-23T19:32:20+00:00","dateModified":"2022-11-23T21:01:40+00:00","mainEntityOfPage":{"@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#webpage"},"wordCount":556,"publisher":{"@id":"https:\/\/prettybooks.com\/magazine\/#organization"},"image":{"@id":"https:\/\/prettybooks.com\/magazine\/2023\/01\/23\/the-detailed-new-hire-checklist\/#primaryimage"},"thumbnailUrl":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png","articleSection":["Checklist"],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/prettybooks.com\/magazine\/#\/schema\/person\/7d3765fdf85a6df42f6e7b6239350bb4","name":"ashlees","url":"https:\/\/prettybooks.com\/magazine\/author\/ashlees\/"}]}},"jetpack_featured_media_url":"https:\/\/prettybooks.com\/magazine\/wp-content\/uploads\/2023\/01\/Hero-image-template-copy.png","_links":{"self":[{"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/posts\/1474"}],"collection":[{"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/users\/10"}],"replies":[{"embeddable":true,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/comments?post=1474"}],"version-history":[{"count":8,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/posts\/1474\/revisions"}],"predecessor-version":[{"id":1491,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/posts\/1474\/revisions\/1491"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/media\/1476"}],"wp:attachment":[{"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/media?parent=1474"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/categories?post=1474"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/prettybooks.com\/magazine\/wp-json\/wp\/v2\/tags?post=1474"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}