Employee Onboarding Checklist
| Item | Yes/No | Comments |
| Cover letter & CV | ||
| Documents for legal working checks – eg passport, birth certificate[1] | ||
| Address and primary contact information | ||
| National Insurance number (or equivalent) | ||
| Work permit or visa details – if applicable | ||
| DBS check – if applicable | ||
| Credit check – if relevant to the role, ie to satisfy regulatory “fit and proper” requirements | ||
| Evidence of any qualifications/copies of certificates – as relevant to the role | ||
| Employment offer letter – signed by the employee | ||
| Contract of employment[2] | ||
| Job description | ||
| Health declarations/medical information – only if needed and/or to reflect specific requirements of the role | ||
| Bank account details for payroll | ||
| Emergency contact details – names and contact numbers | ||
| Workstation – IT equipment, access cards etc. | ||
| Employee handbook | ||
| Employee privacy notice | ||
| Notify Income Tax Division of new starter[3] | ||
| Orientation information – eg structure chart, confirmation of reporting line, sources of information and support etc | ||
| List of policies and procedures with which the new starter needs to familiarise themself and where they can be found |
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References:-
[1] See our note in the hub on legal working checks
[2] Written particulars in accordance with s8 of the Employment Act 2006 must be provided to a “worker” or “employee” within four weeks of commencing work. Note that, from 1 April 2025, written particulars must be provided on the first day of work commencing.
[3] Notification must be made to the Income Tax Division within fourteen days of the employee starting work (Form T20)
