Before day one
- New hire signs the offerHR
For US HR teams and managers: each step from a signed offer to day 90, with Form I-9, W-4 and new-hire reporting deadlines.
Federal rules as of October 2026. Your state may add its own forms, deadlines and notices.
- Send the welcome packet and start detailsHR
Include the start time, location or video link, who to ask for, and a link to the full Lists of Acceptable Documents for Form I-9.
- Ask the new hire to complete Form I-9 Section 1HR
Section 1 is due no later than the first day of work. The new hire may fill it in any time after accepting the offer.
Do not tell the new hire which documents to bring. They choose from the Lists of Acceptable Documents.
- Collect Form W-4 and any state withholding formHR
If a new employee gives you no W-4, withhold federal income tax as if they are single, with no adjustments.
Collect direct deposit details and benefits enrollment forms at the same time.
- Request accounts and equipmentIT
Email, single sign-on, the apps the role needs, and a laptop. Grant only the access the role needs.
- Remote or on-site?Manager
- Remote: go to step 7, Ship the laptop to arrive before day one
- On-site: go to step 8, Prepare the desk, badge and building access
- Ship the laptop to arrive before day oneManager
Track the delivery. Book a video call for the first morning and test the link.
Plan who will examine the I-9 documents in person, such as an authorized representative, unless you use E-Verify's remote option.
- Prepare the desk, badge and building accessManager
Arrange parking or transit details and someone to meet them at the door.
- Assign a buddy and plan the first weekManager
Book meetings with the team and key partners. Pick a small first task they can finish in week one.
First day and first week
- Welcome the new hire and confirm Section 1 is doneManager
- Complete Form I-9 Section 2 within 3 business daysHR
Count 3 business days from the first day of work for pay. If they start Monday, finish by Thursday. If the job lasts less than 3 days, finish on day one.
Physically examine the original documents the employee chose. Remote examination is allowed only for E-Verify employers using the DHS alternative procedure.
- Did the employee present acceptable documents in time?HR
- Sign and date Section 2 and file the formHR
Then go to step 17, Report the new hire to your state within 20 days
- Talk to HR leadership or immigration counsel before the deadlineHR
Do not let the deadline pass without a decision. Receipts, reverification and other edge cases are covered in the USCIS Handbook for Employers (M-274).
- Is the problem resolved?HR
- Follow counsel's advice before any change to employmentHR
- Report the new hire to your state within 20 daysHR
Federal law sets 20 days from the hire date as the latest. Your state may require sooner, so check its new hire reporting site.
Report name, address, Social Security number and hire date, plus the employer's name, address and federal EIN. Rehires who were gone 60 days or more count as new hires.
- Check that every account and device worksIT
Fix login and access problems on day one. Set up multifactor sign-in and assign security training.
- Run first-week orientationManager
Cover the role, how success is measured, team norms, tools, and who to ask for what.
- Agree on goals for 30, 60 and 90 daysManager
Write 2 to 4 goals for each check-in. Make each one clear enough to answer yes or no at the review.
The first 90 days
- Hold the 30-day check-inManager
Ask what is confusing, what is missing, and how the buddy is working. Remove blockers.
- Hold the 60-day check-inManager
Review progress on the goals. Ask for feedback on onboarding itself and pass it to HR.
- Hold the 90-day reviewManager
- Is the new hire on track?Manager
- Yes: go to step 25, Set goals for the next 6 months
- Partly: go to step 27, Agree a short plan with clear goals and a date
- No: go to step 28, Talk to HR about next steps
- Set goals for the next 6 monthsManager
- Onboarding completeManager
- Agree a short plan with clear goals and a dateManager
Say exactly what good looks like and when you will check again, often in 30 days. Offer training or a mentor.
Then go to step 24, Is the new hire on track?
- Talk to HR about next stepsHR
Bring the goals, the evidence and the support you gave. If your company uses an introductory period, follow its rules.
- HR and the manager decide next stepsHR