Confirm the role and start date
Record the job title, work location, supervisor, start date, agreed pay, and pay schedule. Review classification and applicable wage requirements with your adviser.
CAL PAYROLL CHECKLIST
New-hire preparation checklist
A practical starting point for welcoming an employee and organizing the details before their first payroll.
Plan the employment forms
Use current W-4, California DE 4, and USCIS I-9 instructions. Assign responsibility for completion and verification; follow each form’s timing and document requirements.
Arrange new-hire reporting
Identify who will report the employee to California EDD. Check the official new-hire reporting instructions and deadline, and retain the confirmation.
Prepare the first-day information
Gather applicable notices, policies, schedule information, and a contact for questions. Review workplace posting and notice requirements for your business.
Set up timekeeping and payroll
Explain how to record hours and request time off. Confirm the first pay period, payroll cutoff, payment method, and any required payment authorization.
Store records securely
Confirm a secure method for collecting employee information. Limit access to sensitive records and schedule a review before the first payroll.
A PERSON TO TURN TO
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