Staff Onboarding

Starting a new business is an exciting time, but it can also be overwhelming. One of the most important steps in building a strong foundation is properly onboarding new staff members. Here are a few tips to keep in mind:

Checklist 1: New employee forms

You’ll need certain details from your new employee in order to pay them and for your own records.

These employment forms can include:

  • Tax declaration forms
  • Superannuation forms

Checklist 2: Before your employee starts

Documents you’ll need

  • A copy of any licence required for the job (for example, a driver’s licence or forklift licence)
  • For non-citizens, a copy of their working visa

Set up their personnel records

  • Salary record or wage and time record
  • Leave and holiday record

Employee details you’ll need

  • Full name, address, contact number, and email address
  • Emergency contact details
  • Any special medical needs
  • Bank account details

Details to provide to your employee

  • Any documents that can be read beforehand, such as training manuals, code of conduct, and information about work hours, break times, benefits, and holidays and leave
  • Where to go and who to ask for on day one
  • The dress code
  • Tools, equipment or other materials they’ll need to bring


  • Give them keys, an access card, or anything they’ll need to enter your workplace
  • Set up their workstation and any equipment they’ll need
  • Organise time for key team members to meet them

Checklist 3: The first week

Make your new starter feel welcome

  • Think about how to make them feel welcome; have morning tea to celebrate them starting or organise a lunch to introduce them to the team
  • Give them any tools or equipment they need and show them how to use it
  • Show them how to log in, set up, or access any resources they need

Tours and inner workings of your business

  • Organise a tour of the workplace, including facilities and amenities like the kitchen, toilets, and lockers
  • Give them a health and safety briefing
  • Give them a snapshot of the history of your business
  • Educate them about your customers and your products or services
  • Share the company’s culture and values
  • Explain why their role is important and how it fits into your business
  • Go over the specifics of the job, including a clear explanation of duties and responsibilities and any expectations that need to be set from day one
  • Describe any goals they need to meet
  • Workplace policies and practices
  • The pay process
  • The performance review process
  • Any trial or probation period
  • Any employee benefits and perks
  • The process for resolving employee problems

Checklist 4: Ongoing

Check on your new employee for the first few days and weeks.

  • Chat with them regularly to see how they’re going, answer any questions they have, and address any difficulties they’re experiencing.
  • Assign them a buddy, partner, or mentor who can help them get acquainted with the role

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