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New Hire Onboarding & Documentation

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