A step-by-step onboarding guide to ensure all required tasks, forms, and trainings are completed for new employees.

📝 Instructions for HR/Managers:

1. Use this checklist during the first week of onboarding.
2. Mark off each item as it’s completed — from paperwork to training.
3. File the completed form in the employee’s personnel file or submit a copy to ____________.

Whitten Hardware, LLC

Employee Information

Name:                                Position:                      Department:                      Supervisor:                       Start Date:

Onboarding Tasks

Offer & Documentation:

• [ ] Send offer letter to new hire
• [ ] Collect signed offer letter from new hire
• [ ] Prepare and print Employment Eligibility Verification Form (Form I-9)
• [ ] Prepare and print necessary tax forms (W-4, state withholding forms)