SOP Templates > Carpentry > HR > New Hire Onboarding & Documentation

New Hire Onboarding & Documentation for Carpentry

The New Hire Onboarding & Documentation workflow helps carpentry contractors integrate employees consistently and effectively. It covers completing HR paperwork, reviewing safety and compliance requirements, introducing company policies, and assigning responsibilities. By following this process, carpentry companies reduce training gaps, improve retention, and protect profitability. Clients benefit from confidence that crews are properly prepared. Teams gain accountability through documented steps and oversight. With this workflow in place, carpentry contractors can strengthen professionalism, improve efficiency, and scale operations with a reliable, well-trained workforce ready to deliver consistent results.

Send welcome message with start date, time, and location details

Prepare workspace, gear, or tools for the new hire’s first day

Collect required employment forms (W-4, I-9, direct deposit, etc.)

Gather copies of licenses, certifications, or ID as needed

Review employee handbook and company policies

Provide safety orientation and training documentation

Assign PPE, uniforms, badges, or access credentials

Introduce new hire to team members and key contacts

Review job expectations, reporting structure, and daily routines

Walk through time tracking, payroll, and communication systems

Schedule any trade-specific or role-specific training

Set up employee in HR, payroll, and project management systems

Check in after first few days to answer questions and offer support

Track onboarding completion and file all documentation securely