New hire paperwork, collected before day one
When an offer is accepted, HelloFriday asks the new hire for the contract, tax and bank forms, checks each one and files it on their record. Access follows the permissions you set. Missing items are chased until the file is complete.
- Signed contractRequestedReceivedCheckedFiledAgreements
- Tax declarationRequestedReceivedCheckedFiledPayroll
- Bank detailsRequestedReceivedCheckedFiledPayroll
- Right to workRequestedReceivedCheckedPhoto unclear. New file requestedFiledCompliance
- Emergency contactRequestedReceivedCheckedFiledContacts
Paperwork to collect from a new hire
This is a typical list. You can add, remove or reword any item for each role or employment type.
| Document | What Friday checks | Filed under |
|---|---|---|
| Signed employment contract | What Friday checksSigned, dated and the correct version | Filed underAgreements |
| Tax declaration | What Friday checksComplete and signed | Filed underPayroll |
| Super choice | What Friday checksComplete and signed | Filed underPayroll |
| Bank details | What Friday checksAccount details are complete | Filed underPayroll |
| Right to work document | What Friday checksLegible and in date | Filed underCompliance |
| Emergency contact | What Friday checksName and phone number are given | Filed underContacts |
How new hire paperwork runs
It starts when an offer is accepted and ends when payroll and induction can begin.
- 1
Offer is accepted
The accepted offer starts the request. Friday sends the new hire one email with one link.
- 2
Paperwork arrives
Friday checks each file against its item and flags anything unsigned, out of date or unreadable.
- 3
Gaps are chased
Friday follows up on what is missing, on the schedule you set, and stops once the list is complete.
- 4
Ready for day one
With the file complete, payroll and induction can begin. Every request and file is logged on the record.
Questions about new hire paperwork
Which forms can I ask a new hire for?
Any you list. The table above is a typical starting point, and you can change it for each role.
Who can see sensitive files such as tax and ID?
Files are filed on the person's record. Access follows the permissions you set for your team, so you can limit who sees them.
Can I approve the request before it is sent?
Yes. At the Assisted level Friday drafts the request and you approve it before it goes out.
What if paperwork is still missing at the start date?
Friday sends reminders on the schedule you set. If items are still open at the due date, you are told.
Get your next new hire's paperwork moving
Start with one new hire and one checklist.