HR & recruiting
New hire paperwork: the document checklist
5 named documents, specific enough that a client can act on each one from their phone without asking what you meant.
- 01Signed offer letter
- 02Completed W-4
- 03Completed I-9 with supporting ID
- 04Direct deposit form or void cheque
- 05Emergency contact details
The list is the easy half.
Getting it answered is the job. Pesterly emails this checklist from your own mailbox, follows up on day 3, 7 and 10 with what's still missing, files every upload into your own Google Drive, and stops by itself when the last item lands.