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7 Essential Tips for Navigating New Hire Paperwork

By: Becky Wilson


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As a business, it’s important to make sure you have all the correct paperwork in place to hire a new employee. This can be a time-consuming process, but with the right tips, you can streamline the process and ensure that everything goes smoothly.

In this post, we’ll outline five tips for navigating the paperwork process after a new employee is hired. Thanks for reading!

What is Paperless Onboarding Process?

The paperless onboarding process is a new way to streamline the paperwork required for hiring a new employee. Rather than filling out countless forms, you can complete most of the necessary paperwork online. This saves time and ensures that all relevant information is captured accurately.

If you’re looking to adopt this process, be sure to research available platforms and finding one that meets your specific needs. You’ll also want to make sure that employees are aware of the system and how it works. 

If everything goes smoothly, your newly hired employee should be able to complete their onboarding in minutes! Here are a few tips that will help you make your onboarding paperwork.

1. Have a written job description

The first step in the paperwork process is to have a written job description. This will help you understand what skills and abilities are required for the position, as well as clarify any expectations or duties that are specific to the role. You should also keep this document updated as new requirements may arise over time.

2. Create an employee record system

Next, you’ll need to create an employee record system (ERS). This will allow you track all of your new hire’s information—including name, contact info, performance history, etc.— so that you have a clear record of who they are and what they’ve done.

3. Have proper identification on hand

When you bring in a new employee, it’s important to make sure they have the correct ID setup—this can include a photo ID, driver’s license, or passport. It’s also essential to keep track of their name and other contact information so that you can reach them if necessary.

4. Process Employee Handbooks & Policies

Next, you’ll need to process your new hire’s Employee Handbook and any applicable policies (e.g., vacation entitlements). Make sure these documents are up-to-date and reflect the current policies and culture of your company.

5. Communicate with new hires on their first day

During their first day on the job, new hires should be briefed on any important company policies and procedures—including how to contact you if they have questions or concerns. This will help ensure a smooth transition from employee to employer, and avoid any potential headaches down the road.

6. Assist with onboarding processes

If there are any special procedures or requirements associated with the new hire’s role, be sure to assist them in completing these steps smoothly. This will help minimize any potential disruptions and create a positive working environment for everyone involved.

7. Review performance reviews

It’s important to keep track of your new hire’s performance throughout their tenure with the company, and review their reviews periodically (e.g., once a quarter). This will help you identify areas in which they need improvement and provide guidance on how to address these issues.


Now that you have all the details about how to onboard new employees smoothly, it’s time for action! If a checklist is not enough, set up an onboarding process and keep everyone updated. Use this as a tool to promote teamwork and encourage new hires to feel welcome in your company. 

This process will help employees get familiar with their responsibilities and create an environment that empowers performance. Note that this isn’t a one-time exercise though – you should continue to support and mentor your new employees for years to come.

Published: October 25, 2022

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Becky Wilson

Becky Wilson is a writing enthusiast with a deep interest in topics related to Financial Institutions. Spending a good amount of time researching around the same, whenever possible Becky also likes sharing the useful information with people who may find it helpful.

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