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Is the offer letter signed? Is the I-9 done? Who’s taking the new hire to lunch?
Most small teams onboard from memory. Someone remembers the laptop. Someone forgets the emergency contact form. Your new hire spends their first morning waiting for a login.
This checklist fixes that. Rosalind Napoli, Chief People Officer at We Set the Table, built it for founders who hire without an HR department. Work through it in order and your new hire walks in to a desk, a login and a team that expects them.
What’s inside
Before First Day: offer letter, employment agreement, CEO welcome letter, desk and tech setup
First Day Orientation: handbook review, office tour, emergency procedures, system access
Personnel File Tracker: every pre-hire document, with a “Complete” column to check off
Payroll and Employee Forms: W-4, DE 4, I-9 and direct deposit
Training: required harassment and safety training, plus company training
First Week: office buddy, team meet-and-greets, a 1:1 with their manager
Who it’s for
Founders and managers at companies with 5 to 25 employees. It’s built with California employers in mind and includes the DE 4 and the Labor Code 2810.5 notice.
How to use it
Print one copy for each new hire. Or save it to their digital personnel file and check items off as you go.
Need more than a checklist?
If your onboarding, handbook or HR processes need a full review, book a call with Rosalind.
This checklist is a general guide and is not legal advice. Requirements vary by state and company size.
Is the offer letter signed? Is the I-9 done? Who’s taking the new hire to lunch?
Most small teams onboard from memory. Someone remembers the laptop. Someone forgets the emergency contact form. Your new hire spends their first morning waiting for a login.
This checklist fixes that. Rosalind Napoli, Chief People Officer at We Set the Table, built it for founders who hire without an HR department. Work through it in order and your new hire walks in to a desk, a login and a team that expects them.
What’s inside
Before First Day: offer letter, employment agreement, CEO welcome letter, desk and tech setup
First Day Orientation: handbook review, office tour, emergency procedures, system access
Personnel File Tracker: every pre-hire document, with a “Complete” column to check off
Payroll and Employee Forms: W-4, DE 4, I-9 and direct deposit
Training: required harassment and safety training, plus company training
First Week: office buddy, team meet-and-greets, a 1:1 with their manager
Who it’s for
Founders and managers at companies with 5 to 25 employees. It’s built with California employers in mind and includes the DE 4 and the Labor Code 2810.5 notice.
How to use it
Print one copy for each new hire. Or save it to their digital personnel file and check items off as you go.
Need more than a checklist?
If your onboarding, handbook or HR processes need a full review, book a call with Rosalind.
This checklist is a general guide and is not legal advice. Requirements vary by state and company size.