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Employer Onboarding Pack
Everything you need to take on a new employee in the UK in one editable pack: checklists and forms you can print or fill in, from the offer to the end of probation.
Please read before using: This is general information, not tax, legal or financial advice. Figures and dates are for 2026/27 and can change. Check GOV.UK or take professional advice for your situation.
What’s Included
- Pre-start checklist — offer, right to work, contract, insurance, pension assessment and payroll.
- New starter details form — personal details and emergency contact.
- Right-to-work check record — how and when you checked, what you saw and when to re-check.
- Payroll set-up form — NI number, tax code, starter statement, student loan plan and pension status.
- Probation review forms — reviews at 1 month, 3 months and the end of probation.
Why It Matters
- Right-to-work checks must be done before the employee starts, and the evidence kept for the length of employment plus 2 years.
- A written statement of employment particulars is due on or before the first day of work.
- HMRC must be told about a new employee on or before their first payday.
- Collecting payroll details once, in one form, avoids wrong tax codes and delayed payslips.
Frequently Asked Questions
Before they start work. Keep a copy of the evidence for as long as they work for you and for 2 years after they leave. Follow the current Home Office guidance on GOV.UK for the type of check that applies.
A written statement of employment particulars, on or before the first day of work. It covers pay, hours, holiday, notice and other key terms.
On or before their first payday, by including them in your Full Payment Submission.
Yes. The Word file is fully editable, so add your logo, change the wording and remove sections you do not need.
Sources
- GOV.UK — Check a job applicant’s right to work (checked November 2026)
- GOV.UK — Written statement of employment particulars (checked November 2026)
- GOV.UK — Tell HMRC about a new employee (checked November 2026)