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.

 

Item

Description

Checked

Eligibility Documentation

Employment Eligibility Verification (e.g., I-9 Form in the U.S.)

Confirming legal right
to work in the country

  •              

Valid Work Permits (if applicable)

For non-citizens or
temporary workers

  •              

Contractual Documents

Signed Employment Agreement/Contract

Outlining terms of employment, job duties, and compensation

  •              

Non-Disclosure Agreement (NDA)

If required to protect
company secrets.

  •              

Non-Compete Clauses

If applicable and legally enforceable

  •              

Intellectual Property Agreement

Rights regarding innovations, creations, etc.

  •              

Tax and Payroll Documentation

Tax Withholding Forms (e.g., W-4 Form in the U.S.)

Required tax documentation
for employees

  •              

Direct Deposit Setup

For salary disbursement

  •              

Benefits Enrollment

Health/Dental/Vision Insurance

Employee's choice of
plan and enrollment

  •              

Retirement/Pension Plan Enrollment

If applicable

  •              

Life and Disability Insurance

If offered

  •              

 
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