<aside> <img src="/icons/new-alert_purple.svg" alt="/icons/new-alert_purple.svg" width="40px" /> Note: Duplicate this page to create their onboarding checklist
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Manager: Please fill out the following so we have as clear information as possible. Please update the name of this document as seen below.
Link to Recruiting Tracker Notes: [write here]
Full legal name: [write here]
Preferred email address for offer and payroll: [write here]
Physical address (no PO Boxes): ****[write here]
Mailing address (if different): [write here]
Phone number (and method of contact, e.g.: WhatsApp): [write here]
Total compensation (cash + equity): [write here]
Cash compensation: [write here]
Equity compensation: [write here]
Start date: [write here]
Title of role: [write here]
Manager: [write here]
[ ] Offer letter
Send the new hire an offer letter via their personal email.
Store those documents securely in a single place (e.g.: Dropbox or Google Drive.)
[ ] Payroll (e.g.: Gusto, Deel)
Set up payroll and send proper employee documents.
For US-based employees, verify that they are eligible to work in the United States. You can try Gusto because they make it easy. Upload the NDA and consulting agreement documents so they can sign in a single place.
For international employees/contractors, you can try Deel because of how easy it is to start a contract + stay in compliance internationally. Attach NDA and consulting agreement to their contract before sending.
[ ] Equity (e.g.: Cart)
Grant the new employee equity if they have any.
[ ] Cleanup
Scrub Notion, Slack, etc. of any mention of the hired employee.