This weeks Freebie Friday giveaway here on the QuickBooks for Contractors blog is an Employee New Hire Checklist.
One of the hardest things about being a bookkeeper or payroll clerk, is that we seldom receive any information about new employees – other than the information that comes from their Federal W-4, State W-4, and their I-9 form.
As a bookkeeper in the construction industry, a lot of times the ONLY information that I ever received was a scrawled note with the employees name on it – and I’d spend the rest of my week trying to chase down the rest of the information that I needed, because of course that employee needed a paycheck come Friday! Does that sound familiar? I bet it does!
Do yourself a favor and put together New Hire Packets so that you can get the information you need!
What should a “New Hire Packet” contain? Federal W-4, State W-4, and Form I-9 at a minimum. Additionally, you may want to utilize our free “New Hire Checklist” to provide your bookkeeper with additional information about the employee.
Our New Hire Checklist is a 5-page Word document, which you can further customize to meet your needs.
Click here, for instant access.
Enjoy, and Happy Friday to everyone! 🙂
Hi Christopher
I think I saw that you found this and downloaded it from our “Learn to use QuickBooks in your Construction business” website – but for anyone else, here is the direct link for the Employee New Hire Checklist. When I created that new site to hold a lot of the QuickBooks training resources that were originally on our main website – it was hard to track down all the links from various places – I’m still finding some here and there.
Thanks for pointing this one out!
Nancy,
Would you email me the link to download this New Hire Checklist (5-page Word document), please? I don’t see any hyperlink under your “Click Here, for instant access”. Thanks.
Keith, great idea. Thanks for bringing it to everyone’s attention. Good thing this checklist is a Word doc 🙂
I would also include a checklist to determine if a potential or new hire is eligible for the Work Opportunity Tax Credit.
There is no reason to leave these payroll tax credits on the table. I had three clients who were eligible to claim up to $9,000 per employee over a period of two years.
One company that provides those services to employers is . They say that one in five employees is eligible.