# Onboarding a new team member: what to prepare before day one A founder's preparation list for a new hire: access, equipment, paperwork, first tasks and people, with examples of the legal paperwork in the US and the UK. Canonical URL: https://worldenterprise.org/insights/onboarding-a-new-team-member-what-to-prepare-before-day-one/ Last updated: 2026-10-10 Publisher: World Enterprise, run by World Enterprise Group Incorporated *General information, not legal advice. Written October 10, 2026. The paperwork a new hire must complete, and when, depends on the country and state where the person works. Ask an adviser licensed there for the dates that apply to you.* The first day of a new hire is the one you cannot repeat. Someone who has left another job, rearranged their life and trusted a small company with their income arrives and finds out in the first hour whether you were ready. If their laptop does not work, nobody knows what they should do and the accounts they need do not exist, they learn something about the company that no offer letter could say. Most of that is avoidable, and most of the work of avoiding it happens before they arrive. This article is a preparation list for the days before a new person starts. It covers access and equipment, paperwork, the first week's work and the people they need to meet, and it gives examples of the legal paperwork in two countries. It does not prescribe a schedule or promise any outcome from following one. ## Start from what the person needs to do the work Write down the first real task the person will do, and work backward. What do they need to do it? An account, a tool, a repository, a document, a person to ask? Each item is something that must exist, with the right permissions, before the first morning. If you wait for the person to ask, the first day becomes a series of delays, each small and each a little discouraging. The list that follows is a common set. Adapt it to the work. Table: Preparation before day one | Area | What to have ready | Who owns it | | --- | --- | --- | | Accounts and access | Company email, the team chat, the tools the first task needs, with the narrowest permissions that let the work happen | You, or whoever administers the tools | | Equipment | A working computer and anything else the role needs, delivered and tested before the start date | You | | Paperwork | The forms your country requires, prepared and ready to complete | You and your adviser | | Written terms | The signed offer and any agreement, with a copy for the person | You | | First task | One concrete piece of work, with a description of what done looks like | The person who manages them | | People | A short list of who to meet and why, with the meetings already in calendars | You | | Handbook | A written description of how the team works, available before day one | You | ### Access with the narrowest permissions Give access that lets the work happen, and no more. It is easier to widen a permission than to explain why a new person can see something they should not. Make a list of every account you create for them, so that if the person leaves, you know what to switch off. That list is also what a security review would ask for first. ### Equipment that has been tested Equipment that arrives on day one is late. If the person will work remotely, ship it early enough to allow for a problem, and have someone confirm it works, ideally by logging in once before the start date. If a person will use their own device, decide in advance what must be installed, which accounts they use, and what you ask of them. The [team handbook](https://worldenterprise.org/insights/writing-down-how-a-remote-team-works-a-team-handbook/) is the natural place to write that down. ## Paperwork: examples from two countries The legal paperwork for a new employee depends on where they work. Two examples show how different it can be. Neither is a checklist for your hire, and the dates by which each step must be done are not stated here. Ask your adviser for them. In the United States, the citizenship agency says all US employers must properly complete Form I-9 for every individual they hire for employment in the United States. The Internal Revenue Service says you should have a Form W-4, Employee's Withholding Certificate, on file for each employee. Both come with detailed rules about what you may ask for and when each step is due. Ask your adviser how to handle them and what must not be requested. In the United Kingdom, the government says you must check that a job applicant is allowed to work for you in the UK before you employ them. It also says an employer must give employees and workers a document stating the main conditions of employment when they start work, and that the employer must provide the principal statement on the first day of employment. The offer letter described in [offer letters](https://worldenterprise.org/insights/offer-letters-what-they-should-state/) is not necessarily that document, so ask what satisfies the rule where you hire. If the person will work in another country, the rules for the paperwork and for the route by which you engage them can differ again, and [hiring across borders](https://worldenterprise.org/insights/hiring-across-borders-employees-contractors-and-employers-of-record/) sets out where to start. If the person is a contractor and not an employee, much of this list does not apply, and a different set does. [Contractors and employees: the classification tests](https://worldenterprise.org/insights/contractors-and-employees-the-classification-tests/) explains why that choice matters. ## Prepare the first task and the first week A person who has nothing to do on the first day feels unneeded, and a person given too much feels lost. Choose one task that is real, small enough to finish in the first days, and connected to something the company cares about. Describe what done looks like in a sentence. Make sure the person who will answer their questions has time set aside, and tell the new person who that is. Prepare an outline of the first week, not a rigid timetable. A day-by-day plan that slips on day two helps nobody. A short list is better: the first task, the meetings to hold, the documents to read, the people to meet and one conversation with you at the end of the week. That conversation is the most useful part, because it is where you learn what the preparation missed. ### The people they need to meet List the people the new hire will depend on or work beside, with a sentence on why each matters. For a small team that may be two or three people, plus a customer if the role faces them. Put the meetings in calendars before the person arrives. On a team spread across time zones, say which hours they will overlap with others. [An operating rhythm for a remote offshore team](https://worldenterprise.org/insights/an-operating-rhythm-for-a-remote-offshore-team/) describes habits that make this easier. ### Questions about how they want to work Flexible arrangements are a common question. As one example of a national rule, the UK government says employees can make a request for flexible working from their first day in a job. Whatever the law where you hire, have a position on how you will respond, and find out what the person already expects. If the offer promised something, the first week is where it must be delivered. ## What to do on the day When the day arrives, the person's first conversation should be with you or the person managing them, not with a form. Welcome them, say what the week looks like, and walk through the access and equipment together so nothing is left silently broken. Introduce them to the team, and give them the handbook. Do the paperwork in a way that does not make the first hour feel like an audit. Ask what is not working. Write the answers down. Each is a gap in the preparation list, and the list gets better with each person. > **One-page check before the start date** > > Is the signed offer in both hands? Do accounts and equipment work? Is the paperwork prepared, and do you know the dates for it? Is there one real task with a clear description? Are the meetings in calendars? Does the person know who to ask? Is the handbook ready to read? ## After the first week Do not stop paying attention once the first week is over. Check in on a regular schedule, and update the preparation list with what you learned. [Your first hire](https://worldenterprise.org/insights/your-first-hire-what-to-settle-before-you-write-the-job/) describes the decisions to settle before you hire, including how you will judge the result, and the [glossary](https://worldenterprise.org/glossary/) defines shared terms. ## What this article cannot tell you This article cannot tell you what paperwork your hire must complete, by what date, or what you may lawfully ask. It draws on five public pages read on October 10, 2026: two US pages on employer forms and three UK government pages on right-to-work checks, written terms and flexible working. They are examples from two countries, not a complete list, and the deadlines for each form are not stated because the pages read for this article were not used to source them. It does not cover benefits enrollment, payroll setup, training requirements for regulated roles or the security controls your own systems need. Ask a qualified adviser where the person will work. ## Sources - Form I-9, Employment Eligibility Verification. U.S. Citizenship and Immigration Services. - Hiring employees. Internal Revenue Service. - Written statement of employment particulars. GOV.UK. - Check if someone can work for you in the UK. GOV.UK. - Flexible working. GOV.UK.