Onboarding documentation varies from state to state, but here is the list of required and highly recommended onboarding forms.
Federally required- I-9
- W-4
- Families First Coronavirus Relief Act Poster (Must be given to employees who work remotely. Otherwise, can be posted at worksite.)
- Department of Labor notice regarding Health Insurance Marketplace
State and locally required
- State/local withholding tax form (not required/available in some states)
- Worker's compensation policy information (not required in some states)
- Employer unemployment account information
- Paid family leave insurance policy information (not required in some states)
- Certain employee rights notices
- Sexual harassment training certificate (not required in some states)
Recommended
- Pay rate notice (format varies by state)
- Employee handbook
- Tip policy/tip credit acknowledgment
- Alcohol awareness policy
- Direct deposit enrollment form
- Emergency contact info form
- Benefits enrollment instructions
- Food handler's certification
Consider for certain positions
- Offer letter
- Confidentiality agreement
- Non-solicitation agreement
- Arbitration agreement