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Checklist: New Hire Paperwork

Employee  name: ____________________________________ 

Date of hire: _______________________________________   

Job title: __________________________________________ 

Department: _______________________________________


☐ Personnel file created.

☐ Confidential medical file created.

☐ Reference checks completed and filed.

☐ Background check results received and reviewed.

☐ Physical exam results received and reviewed.

☐ Drug test received and reviewed.

☐ I-9 documents reviewed.

☐ Payroll change notice completed.

☐ Orientation documents filed.

☐ Employee information entered in HRIS & payroll systems.

☐ State new hire reporting completed.


Received from Employee:

☐ Application form.

☐ Authorizations for background check, physical & drug screen.

☐ Offer letter.

☐ I-9 form.

☐ Federal tax withholding form.

☐ State tax withholding form.

☐ Direct deposit form.

☐ Employee policy manual acknowledgement.

☐ Employee handbook acknowledgement.

☐ Key/security policies acknowledgement.

☐ Employee personal information sheet and emergency contact form.

☐ Benefit enrollment forms.


Received by: ___________________________    Date: ______________ 


​An organization run by AI is not a futuristic concept. Such technology is already a part of many workplaces and will continue to shape the labor market and HR. Here's how employers and employees can successfully manage generative AI and other AI-powered systems.