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Sample page of the New Starter Onboarding Checklist

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Team

New Starter Onboarding Checklist

Onboarding done right keeps the business clear of an illegal-working civil penalty (up to £60,000 per worker), of tribunal claims for a missing written statement or unlawful pay deductions, and of the early attrition that hits when someone leaves inside 90 days because day one was a mess. This is the order an onboarder actually works through, from legal must-dos to the things that make a new starter productive.

11 checksPDF + phoneReviewed August 2026
Built on published UK guidance Show sources

GOV.UK Employment Rights Act 1996, s.1 (written statement, day-one duty from 6 April 2020) and s.8 (itemised pay statement); Acas guidance on written statements (2 to 4 weeks' pay, awarded only alongside another successful claim); GOV.UK Employer's Guide to Right to Work Checks and the Code of Practice on Preventing Illegal Working, 13 February 2024 (£45,000 first breach, £60,000 repeat; retain for employment plus two years); HMRC Starter Checklist for PAYE (replaced the P46 in 2013; reported via FPS under RTI); UK GDPR Article 13 and ICO employment-practices guidance; The Pensions Regulator earnings thresholds 2026/27 (£10,000 trigger, £6,240 to £50,270 qualifying band, 8% minimum with 3% employer, six-week notice window, up to three-month postponement); Health and Safety (Display Screen Equipment) Regulations 1992 (SI 1992/2792); Regulatory Reform (Fire Safety) Order 2005; GOV.UK holiday entitlement (5.6 weeks, 28-day cap); CIPD induction and retention research.

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What’s on it

11 things to check.

Everything that matters, nothing that does not. Here is the full list, exactly as it appears on the template.

  • 1Do the right to work check before the person starts work, never after. Either view their original documents in person and keep a dated copy, or run a Home Office online check using their share code. A check done on day two gives you no defence against a fine of up to £45,000 per worker for a first breach or £60,000 for a repeat. Keep the record for the whole time they work for you, plus two years after they leave.
  • 2Give them the written statement of employment particulars on or before their first day (a day-one right since 6 April 2020, including casual and zero-hours staff). It must state: start date, job title, pay rate and how often they are paid, working hours and days, holiday entitlement (5.6 weeks, capped at 28 days for someone working five days a week), any probation period, and the notice each side must give. Handing it over in week two breaches the Employment Rights Act 1996, s.1.
  • 3Get their tax details sorted before the first payday. Take their P45 from the last job, or if they have none, have them fill in the HMRC Starter Checklist (this replaced the old P46 in 2013) and pick statement A, B or C. Enter the answers into your payroll software, which reports them to HMRC through the first Full Payment Submission. Do not post the form to HMRC. The wrong statement puts them on the wrong tax code and overtaxes them from day one.
  • 4Send a written privacy notice before, or at the moment of, collecting their personal data, usually with the offer or on day one. It must say what data you hold, your lawful basis for processing it, who you share it with, and how long you keep it. The ICO requires this in writing under UK GDPR Article 13; telling them verbally is not enough.
  • 5Confirm their bank details are in payroll and that they will get an itemised payslip on or before their first payday. The payslip must show gross pay, every deduction (tax, National Insurance, pension) and net pay, as required by the Employment Rights Act 1996, s.8. A missing or wrong first payslip is one of the most common triggers for an unlawful-deductions complaint.
  • 6Assess their auto-enrolment status and act within six weeks of their start date. A worker aged 22 to State Pension age earning over £10,000 a year (the 2026/27 trigger) must be put into the workplace pension, with contributions of at least 8% of qualifying earnings (the £6,240 to £50,270 band), of which the employer pays at least 3%. Either enrol them and send the enrolment letter, or send a postponement letter (postponement can run up to three months, but the letter must go out within six weeks of the start date).
  • 7Set up their IT access for the first morning, not after they arrive: email, the system logins their role needs, any shared drives, and a building pass if they need one. Sit with them to set up multi-factor authentication and walk through the acceptable-use and password rules. Missing access on day one is the single most common early complaint and leaves them unable to work.
  • 8Do a workstation (DSE) assessment for anyone who uses a screen for a continuous hour or more as part of their normal day, as required by the Health and Safety (Display Screen Equipment) Regulations 1992. It must be done for that person individually, covering chair height, screen distance and angle, lighting, and keyboard and mouse position. An office-wide assessment does not count. Record the result and action anything it flags.
  • 9Walk them round the fire arrangements before they start working in the area, which the Regulatory Reform (Fire Safety) Order 2005 requires. Show them the two nearest exits from their desk, point out the assembly point, and tell them who the fire warden is. Do this in person on the first day, not as a link to read later.
  • 10Name their day-to-day buddy from their own team before they arrive, and tell the new starter who it is on day one. This is a specific named person they can ask anything, not a group inbox. CIPD evidence is consistent that a named go-to contact is one of the two biggest factors in cutting people leaving within 90 days.
  • 11Hold a 30-minute week-one review with the line manager that covers three concrete things: the two or three tasks the new starter must be able to do by the end of month one, any equipment or access still missing, and the date of their next check-in. This is a work-readiness conversation with named outputs, not a general welfare chat.

Good to know

The written statement of employment particulars has been a day-one right for all workers, including casual and zero-hours staff, since 6 April 2020 (before then it was due only after one month's service). It cannot be claimed on its own: a tribunal can award 2 to 4 weeks' capped pay for the missing statement only when it is added on to another successful claim, such as unfair dismissal or unpaid wages. So the real exposure is that one slip multiplies the cost of any other dispute.

Source: GOV.UK Employment Rights Act 1996, s.1 (written statement, day-one duty from 6 April 2020) and s.8 (itemised pay statement); Acas guidance on written statements (2 to 4 weeks' pay, awarded only alongside another successful claim); GOV.UK Employer's Guide to Right to Work Checks and the Code of Practice on Preventing Illegal Working, 13 February 2024 (£45,000 first breach, £60,000 repeat; retain for employment plus two years); HMRC Starter Checklist for PAYE (replaced the P46 in 2013; reported via FPS under RTI); UK GDPR Article 13 and ICO employment-practices guidance; The Pensions Regulator earnings thresholds 2026/27 (£10,000 trigger, £6,240 to £50,270 qualifying band, 8% minimum with 3% employer, six-week notice window, up to three-month postponement); Health and Safety (Display Screen Equipment) Regulations 1992 (SI 1992/2792); Regulatory Reform (Fire Safety) Order 2005; GOV.UK holiday entitlement (5.6 weeks, 28-day cap); CIPD induction and retention research.

Good to know

Questions, answered

What is the New Starter Onboarding Checklist?

Onboarding done right keeps the business clear of an illegal-working civil penalty (up to £60,000 per worker), of tribunal claims for a missing written statement or unlawful pay deductions, and of the early attrition that hits when someone leaves inside 90 days because day one was a mess. This is the order an onboarder actually works through, from legal must-dos to the things that make a new starter productive.

Why does it matter?

The written statement of employment particulars has been a day-one right for all workers, including casual and zero-hours staff, since 6 April 2020 (before then it was due only after one month's service). It cannot be claimed on its own: a tribunal can award 2 to 4 weeks' capped pay for the missing statement only when it is added on to another successful claim, such as unfair dismissal or unpaid wages. So the real exposure is that one slip multiplies the cost of any other dispute.

How do I get it, and is it up to date?

The PDF downloads the moment you check out, prints sharp in black and white, and opens on any phone. It is reviewed for August 2026 and you get any future update free when the official guidance changes.

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