HR Teams

New Hire Onboarding Packet

Send new hires their complete onboarding packet the moment they accept an offer. One guided interview fills every form — W-4, direct deposit, I-9 Section 1, handbook acknowledgment. All signed before day one.

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How to use this template

Set up once. Reuse for every client.

1

Upload your onboarding forms

Upload each form in your packet — W-4, direct deposit authorization, I-9 Section 1, handbook acknowledgment, benefits enrollment. Any PDF.

2

Map all forms to a single interview

Each form's fields map to one structured interview. New hires fill their information once — answers populate every form automatically.

3

Send the link after offer acceptance

When a new hire accepts, send a unique onboarding link. They complete the entire packet from their phone or laptop before their first day.

4

Receive all forms completed and signed

Download the completed, signed packet before day one. HRIS and payroll entry ready to begin immediately.

What the template collects

Fields covered in the guided interview.

Full legal name and preferred nameCurrent addressPersonal email and phoneEmergency contact (name, relationship, phone)W-4 filing status and additional withholdingDirect deposit routing and account numberBank name and account typeI-9 Section 1 attestationEmployee handbook acknowledgmentEquipment policy acknowledgmentBenefits enrollment selections (health, dental, vision)401(k) enrollment and contribution electionEmployee signature and date
I-9 note: Docuplete automates I-9 Section 1 completion by the employee. Section 2 must still be completed in person by an authorized HR representative within 3 business days of the employee's first day of employment.

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