Onboarding Legal Checklist HR
ONBOARDING LEGAL CHECKLIST
Please review this checklist to ensure that all necessary legal documentation is completed and on file for all new employees, with the purpose of complying with legal and regulatory requirements during the onboarding process.
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Item |
Description |
Checked |
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Eligibility Documentation |
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Employment Eligibility Verification (e.g., I-9 Form in the U.S.) |
Confirming legal right |
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Valid Work Permits (if applicable) |
For non-citizens or |
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Contractual Documents |
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Signed Employment Agreement/Contract |
Outlining terms of employment, job duties, and compensation |
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Non-Disclosure Agreement (NDA) |
If required to protect |
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Non-Compete Clauses |
If applicable and legally enforceable |
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Intellectual Property Agreement |
Rights regarding innovations, creations, etc. |
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Tax and Payroll Documentation |
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Tax Withholding Forms (e.g., W-4 Form in the U.S.) |
Required tax documentation |
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Direct Deposit Setup |
For salary disbursement |
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Benefits Enrollment |
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Health/Dental/Vision Insurance |
Employee's choice of |
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Retirement/Pension Plan Enrollment |
If applicable |
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Life and Disability Insurance |
If offered |
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