Free New Employee Payroll Checklist

Employee Name:

[employee name]

Employee ID No.

NN-4008752

Company:

[your company name]

Prepared by:

[your name]

Personal Information:

• Have you collected all necessary personal details, including full name, address, social security number, and contact information?

• Have you verified the accuracy of the provided information?

Employment Documentation:

• Have you provided the new employee with an employment contract or offer letter?

• Have you obtained signed copies of the necessary employment documents, such as tax forms (W-4/ W-9), direct deposit authorization, and company policies?

Tax Setup:

• Have you entered the employee into your payroll system?

• Have you determined the appropriate tax withholding allowances based on the employee's W-4 form?

• Have you confirmed compliance with federal, state, and local tax regulations?

Compensation Details:

• Have you communicated the employee's salary or hourly rate, pay schedule, and any applicable bonuses or incentives?

• Have you explained how the employee's pay will be calculated, including deductions for taxes, benefits, and retirement contributions?

Benefits Enrollment:

• Have you provided information about available benefits packages, such as health insurance, retirement plans, and paid time off?

• Have you assisted the employee in enrolling in their chosen benefits programs?

Training and Orientation:

• Have you scheduled any required training sessions or orientation programs for the new employee?

• Have you provided employees access to necessary resources and tools for their role?

Payroll Schedule:

• Have you informed the employee of the company's payroll schedule and payment methods?

• Have you addressed any questions or concerns the employee may have regarding their compensation?