Menu
Pro-Profit Consulting
  • Home
  • Taxes
    • Tax Preparation and Planning
    • Filing Prior Years Returns
    • Owing the IRS Money
    • Behind on Payroll Taxes
    • PPP Loan Forgiveness Assistance
  • Services
    • Accounting Services
    • Audit and Assurance
    • Bookkeeping
    • Payroll
    • Advisory Services
    • Cash Flow Forecast
    • Consulting for QuickBooks®
    • Training for QuickBooks®
    • Cloud Accounting
  • Products
    • QuickBooks Online
    • QuickBooks Online Advanced
    • QuickBooks Desktop
    • QuickBooks Enterprise Solutions
    • QuickBooks Point of Sale
    • QuickBooks Payments
    • Xero Online
  • Industries
    • eCommerce
    • Services
    • Real Estate
    • Medical and Health Care
    • Wholesalers and Distributors
    • Retail
    • Restaurant
  • Testimonials
  • Resources
    • Resources
    • Mobile Accounting
    • Blog
    • Tax Blog
  • About
  • Contact


Close Menu
April 11, 2019

Your New Hire Checklist

Rene Altervain 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
The Concept of Internal Control Buying a Car or Truck for Your Business?

Related Posts

Business Tips, Technology

Fighting Cybersecurity Threats in Your Business

Business Tips

The Concept of Independence in Accounting

Business Development, Business Tips

Should Your Business Become Cash-Free?

Monthly Archives

Categories

  • Accounting (22)
  • Accounting Software (2)
  • Blog (1)
  • Bookkeeping (1)
  • Bookkeeping Tips (5)
  • Business Development (16)
  • Business Growth (8)
  • Business Tips (58)
  • Cool Tech Tools (12)
  • Cost-Saving Tips (2)
  • Customer Service Tips (3)
  • Decision-Making Tips (2)
  • Expense Reduction Tips (3)
  • Management Tips (8)
  • Marketing Tips (1)
  • News (2)
  • Payroll Tips (3)
  • Profitability Tips (6)
  • Tax (5)
  • Tax Resolution (1)
  • Technology (2)
  • Time Management Tips (3)
Back To Top
Pro-Profit Consulting
Copyright © 2020 Pro-Profit Consulting LLC | Site Design by Accelerator Websites

Contact Us

Tax Services, Accounting Services and Services for QuickBooks®

Pro-Profit Consulting LLC

818-645-9761 | rene@proprofitconsulting.com

P.O. Box 4182
Valley Village CA 91617-4182


Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. Used with permission under the QuickBooks ProAdvisor Agreement.