HR template
New-hire checklist template.
Enter a new hire's details and get an onboarding task list with owners and due dates relative to the start date.
What it produces
Onboarding task list (I-9, W-4, state new-hire report, payroll…)
10 questions, with the report set up and ready to review. Every response becomes a draft your team checks before anything reaches the client.
- 01Start from the templateOpen it in OneForm and change anything — or ask OneFormAI to.
- 02Share it with clientsSend the link or embed it on your site. Clients answer one question at a time.
- 03Review and sendOneForm drafts the onboarding task list (i-9, w-4, state new-hire report, payroll…). You approve it and it's emailed as a branded PDF.
Questions included10
- 1New hire
- 2Job title
- 3Start date
- 4Worker type
- 5Schedule
- 6Work state
- 7Pay rate (USD per hour or year)
- 8Eligible for benefits?
- 9Equipment and access needed
- 10Manager
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Client onboarding packet
New clients tell you about their business and the services they need. They get a welcome packet with a checklist and timeline.
Welcome letter + onboarding checklist + what we need + timeline
From form to finished report, automatically.
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