Onboarding Starter Kit

Your new hire’s first day shouldn’t be improvised.

The Onboarding Starter Kit is an 8-page, phase-by-phase system that walks your new employee from “You got the job!” to “We’re glad you’re here.” — built for business owners who don’t have an HR department (yet).

WHAT’S INSIDE

1. Before Day 1 — prep checklists: workspace, equipment, systems access, tax forms, and manager readiness

2. Phase 2: The New-Hire Digital Packet — exactly which forms to send before they walk in (contact and emergency information, Form W-4, state/local withholding, direct deposit, handbook acknowledgment, policies, benefits forms, licenses), with the best practice of sending the packet before Day 1

3. Day One, Done Right — team introductions, communication norms, how to request time off, who to contact with questions, and scheduling the first check-in and follow-up

4. The SC OnRecord Day-One Test — the five questions every new hire should be able to answer before they leave on Day 1

HOW IT WORKS

Purchase, download the PDF instantly, and follow the phases in order. Print it or work from it digitally — whatever fits your workflow.

WHO IT’S FOR

Business owners making a first hire — or a fifteenth — who want every new employee to get the same clear, professional welcome without building the process from scratch.

Created by Sydney Costin, SHRM-CP, founder of SC OnRecord. Simple. Structured. Supportive.

This resource is intended for general educational and HR best-practice purposes and does not constitute legal advice. Employment requirements may vary based on federal, state, local, and industry-specific requirements. Businesses should confirm applicable requirements for their specific circumstances.

Need more than a template? Anything beyond what this kit covers is handled through my consulting services — book an HR & Operations Support session in this store and we’ll set up your onboarding together.