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

New Hire Onboarding & Documentation for Plumbing

The New Hire Onboarding & Documentation workflow helps plumbing contractors bring employees into the company with consistency and professionalism. It covers completing employment forms, reviewing safety and compliance standards, introducing policies, and assigning training. By using this process, plumbing companies reduce turnover, protect margins, and improve efficiency. Clients benefit from confidence in reliable, well-prepared crews. Teams gain accountability through structured onboarding steps. With this workflow in place, plumbing contractors can strengthen credibility, improve professionalism, and deliver projects more reliably with employees who are aligned and ready to perform.

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