New Employee Onboarding Payroll Compliance Check List
New Employee Onboarding Payroll Compliance Check List
New Employee Onboarding Payroll Compliance Check List
<Company Name>
<Company Address>
New employee onboarding, Payroll & Compliance
Checklist
Document Summary
Document Reference ID <Company Short Name>-DC-014
Version Number 1.0
Document Type Checklist
Author
Reviewed By
Approved By
Release Date
Revision History
Version Date Author Significant Changes Source
No part of this documentation may be reproduced or transmitted in any form or by any means,
electronic or mechanical, including photocopying or recording, for any purpose without express
written permission of the HR Head of <Company Name>.
© 2021, <Company Name>. All Rights Reserved
Doc Ref.ID :<Company Short Name>-DC-014 Version No : 1.0
For Internal Use only
New employee onboarding payroll & Compliance Checklist
Status
If first job for employee
Appointment letter accepted and duly signed Select
No dues certificate if joining from another Company Select
All policies read and accepted Select
Photographs as required Select
UID Card copy submitted Select
PAN Card copy submitted Select
Biometric Finger printing done Select
Entry Access given Select
ID Card issued Select
Car Parking Pass Select
Two wheeler parking pass Select
Food coupons Select
if eligible, Food coupons pro-rated to DOJ issued Select
Forms related to: Payroll and Regulatory Compliances
If Flexble benefits are part of salary package, benefits chosen by employee
a) Select
b) Select
c) Select
d) Select
Professional Tax Select
Income Tax Select
ESI if applicable to employee Select
Bank Account details with Nominee details, if account existing Select
Bank Account details with Nominee details, for new account Select
Medical Insurance Self/Family if eligible, with Nominee details Select
Income Tax Forms if any (eg., Form 12B, Investment plans, etc) Select
Passport details Select
Country wise Visa Details with date valid up to (if needed by Company) Select
If experienced, and joining from another Company
Appointment letter accepted and duly signed Select
Relieving letter from previous employer Select
No dues certificate from previous employer Select
All policies read and accepted Select
Photographs as required Select
UID Card copy submitted Select
PAN Card copy submitted Select
Biometric Finger printing done Select
Entry Access given Select
ID Card issued Select
Car Parking Pass Select
Two wheeler parking pass Select
Food coupons Select
if eligible, Food coupons pro-rated to DOJ issued Select
Payroll and Regulatory Compliances: Forms related to
If Flexble benefits are part of salary package, benefits chosen by employee
a) Select
b) Select
c) Select
d) Select
Provident Fund with Nominee details Select
Provident fund Transfer from previous employer…all related forms to be submitted Select
Professional Tax Select
Income Tax statement till last month worked Select
Income Tax Forms if any (eg., Form 12B, Investment plans, etc) Select
ESI if applicable to employee Select
Bank Account details with Nominee details, if account existing Select
Bank Account details with Nominee details, for new account Select
Medical Insurance Self/Family if eligible, with Nominee details Select
Passport details (if needed by Company) Select
Country wise Visa Details with date valid up to (if needed by Company) Select