904-860-1016 | mkwcpa@comcast.net

Schedule your free consultation today
  • Home
  • Tax
    • Tax Preparation and Planning
    • Tax Resolution
    • Help with Your IRS Audit
    • Filing Prior Years Return
    • Owing the IRS Money
    • Behind on Payroll Taxes
    • When Your Spouse Owes the IRS
  • Accounting
    • Accounting Services
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Cash Flow Forecast
    • Cloud Accounting
  • Industries
    • Services
    • Construction
    • Medical and Health Care
    • Real Estate
    • Non Profit
    • Retail
    • Restaurant
    • Manufacturing
    • Wholesalers and Distributors
    • eCommerce
  • Resources
    • Resources
    • Mobile Accounting
  • Blog
  • About us
  • Contact
  • Home
  • Tax
    • Tax Preparation and Planning
    • Tax Resolution
    • Help with Your IRS Audit
    • Filing Prior Years Return
    • Owing the IRS Money
    • Behind on Payroll Taxes
    • When Your Spouse Owes the IRS
  • Accounting
    • Accounting Services
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Cash Flow Forecast
    • Cloud Accounting
  • Industries
    • Services
    • Construction
    • Medical and Health Care
    • Real Estate
    • Non Profit
    • Retail
    • Restaurant
    • Manufacturing
    • Wholesalers and Distributors
    • eCommerce
  • Resources
    • Resources
    • Mobile Accounting
  • Blog
  • About us
  • Contact

Your New Hire Checklist

April 11, 2019 In Business Tips, Management Tips, Time Management Tips
Tweet
Share
Share
Pin

Hiring a new employee is a big accomplishment in any small business, and there are a lot of steps involved, too. Here’s a handy checklist to help you stay organized when you bring that new hire on board. 

First things first, the legal and accounting items:

  • Signed employment agreement, typically an offer letter. There may also be a supplemental agreement outlining employee policies.
  • Payroll documents include:
    • IRS form W-4
    • Form I-9
    • Copy of employee’s government-issued ID
  • Most states require a new hire report to be filed; sometimes your payroll system vendor will automatically file this for you.
  • Notify your workers comp insurance carrier.

Next, it’s time for employee benefits enrollment:

  • Health insurance
  • 401K
  • Any other benefits you provide
  • Provide the employee with the holiday schedule
  • Explain their PTO and vacation if not already explained in the offer letter

Set your new employee up for success with the right equipment:

  • Desk, chair, lamp, other furniture
  • Uniform
  • Tools
  • Coffee mug, refrigerator shelf
  • Phone
  • Truck, keys
  • Computer, monitor, mouse, keyboard, power strip, floor mat
  • Office keys, card entry, gate remote, parking assignment
  • Filing cabinet, keys
  • Tablet
  • Forms
  • Office supplies
  • Cooler, other supplies

Your new employee may need access to your computer software systems:

  • Employee email address
  • Any new user IDs and password for all the systems they will need to access
  • Document access

How will your new employee learn the ropes?

  • Set up training
  • Assign a buddy

Hopefully, this list will give you a start toward making your employee onboarding process a little smoother.

Tweet
Share
Share
Pin

Monthly Archives

Categories

  • Accounting (24)
  • Accounting Software (2)
  • Blog (6)
  • Bookkeeping (1)
  • Bookkeeping Tips (4)
  • Business Development (13)
  • Business Growth (6)
  • Business Tips (53)
  • Cool Tech Tools (12)
  • Customer Service Tips (5)
  • Decision-Making Tips (3)
  • Expense Reduction Tips (1)
  • Management Tips (8)
  • Payroll Tips (3)
  • Profitability Tips (10)
  • Tax (36)
  • Tax Tips (17)
  • Time Management Tips (4)
  • Uncategorized (1)

Sitemap

  • Home
  • Tax
  • Accounting
  • Industries
  • Resources
  • Blog
  • About Us
  • Contact

Contact Us

Tax Resolution services

IRS Tax Relief Pros

7563 Philips Hwy
Bldg 200 Ste 206
Jacksonville, Florida 32217
United States

904-860-1016 | mkwcpa@comcast.net

Client Portal Login

Schedule your free consultation today

Copyright Sandra L. Leyva, Inc. 2022 | Professional Site Design by Accelerator Websites | Powered By ThriveFuel