New-Hire Onboarding Packet

Welcome aboard! Work through the six steps below — it takes about ten minutes. Your information goes only to the office, for your employment paperwork.

Step 1 of 6 — Personal information

Your legal information, as it appears on your official documents.

Please enter your legal first name.

Please enter your legal last name.

Please enter the position you were hired for.

Please enter your date of birth.

Please enter your start date — ask the office if you're not sure.

Used only for your employment paperwork. It also carries into Step 5 (Form I-9).

Please enter your Social Security number.

Please enter your street address.

Please enter your city.

Please enter your state.

Please enter your ZIP code.

Please enter your personal phone number.

Please enter a valid personal email address.

Step 2 of 6 — Emergency contact

Who should we call if something happens and we can't reach you?

Please enter your emergency contact's name.

Please enter their relationship to you.

Please enter their phone number.

Step 3 of 6 — Direct deposit (optional)

Where you'd like your pay deposited. You can skip this step and give the details to the office later.

Please enter your bank name, or check “I'll provide this later” above.

Routing numbers are 9 digits.

Please enter your account number, or check “I'll provide this later” above.

Please choose checking or savings, or check “I'll provide this later” above.

You can find the routing and account numbers on a check or in your bank's app. Double-check them — a typo can delay your first deposit.

Step 4 of 6 — Federal Form W-4

Employee's Withholding Certificate. This tells us how much federal income tax to withhold from your pay.

The information you enter here is used to complete the official Form W-4, Employee's Withholding Certificate, on file with the office. Complete only the steps that apply to you — most people only need the filing status.
Filing status

Total credits for qualifying children and other dependents.

Yearly income not from jobs that you want withholding to account for.

Expected deductions beyond the standard deduction, for the year.

An extra amount you'd like withheld from each pay period.

Step 5 of 6 — Form I-9, Section 1

Employee Information and Attestation. Federal law requires every new employee to complete Section 1 of Form I-9 no later than the first day of work.

The information you enter here is used to complete the official Form I-9, Section 1 — Employee Information and Attestation. Enter your information exactly as it appears on your documents.

Please enter your last name.

Please enter your first name.

Please enter your street address.

Please enter your city.

Please enter your state.

Please enter your ZIP code.

Please enter your date of birth.

Carried over from Step 1 if you entered it there.

Please enter your Social Security number.

Please enter a valid email address.

Please enter your phone number.

Citizenship / immigration status — check one box

Please enter your A-Number or USCIS Number.

Provide the document details that apply to you — the office will verify them against your documents when you present them.

Step 6 of 6 — Documents & signature

Upload clear photos (or PDF scans) of your documents, then sign.

A photo of the front of your signed Social Security card. Images or PDF.

A photo of your driver's license or passport photo page. Images or PDF.

Be ready to present these same documents to the office in person — your Form I-9 documents must be examined by the office, so bring the originals on or before your first days of work.

Typing your full legal name is your signature for this packet.

Please type your full legal name to sign.

Please confirm the signature date.