New to HR? Understanding the Complete Onboarding Process and Required Documents

aayushi.ritti
I recently joined a company as an HR, and I want to know about all the responsibilities of HR from start to end. I want to know about what the joining process should be at the time of joining and also which kind of joining documents are required from new joiners.
Satpreet Kaur
HR is a broad function that encompasses various divisions such as Recruitment, L&D, Welfare, Payroll, etc. Please be specific so that we can help by providing specific information.

In Regards to Joining

Joining usually has three stages: Prejoining, Onboarding, and Post Joining.

Prejoining

The prejoining formalities start when the candidate accepts the offer. This involves sharing pertinent information with the prospective employee to ensure their transition is smooth and comfortable. This includes sharing their TA/DA entitlement, booking a Guest House, sharing the offer letter, and providing a list of documents they need to bring on the day of joining. Discussions with Line Managers for assigning a Buddy and arranging necessary assets like Mobile Phones and Laptops are also part of this stage.

Onboarding

On the day the employee joins the organization, documentation is completed, which involves filling out PF, Gratuity, Insurance Forms, and other credentials and their verification. This includes opening Bank Accounts, etc. The new joiner is given a brief overview of the Company and Employment Policies. It also involves orientation and introduction with the 'buddy'.

List of Docs

- Form-2
- Form-11
- Form-F
- Insurance forms (Company-specific)
- Educational Docs
- Experience Docs (Previous Employer(s) Experience Certificate, Salary Docs)
- Medical Docs (if done, Company-specific)
- Form-13 (If the employee wishes to transfer their PF Account)
- Acknowledgment Copy of Appointment Letter
- ID Proof
- Permanent Address Proof
- Passport Size Photographs
- HRIS Form (You may prepare this form for quick access to employee's information and can share it during pre-joining)

Post Joining

This stage involves regularly updating the employee about various benefits, Common Tools and Processes, like PMS, and arranging their Training Programs, etc.

You may post your comments for further information and can use the 'Research' tab for details.

Good luck with your current role.

Regards,
Satpreet Kaur
aayushi.ritti
Hi Kaur, thanks for your reply. I want to know what should be given to new joiners at the time of joining for filling in their details. Please send me the required format. Also, could you provide information on the HRIS form?

Thanks,
Aayushi
vrgajjar
You have to provide the following documents to the new joiners:

- Form-2
- Form-F
- Form-11
- Form-I
- Declaration letter
- Joining Report
- Declaration form for Company Dues
- Bank Form (Salary Purpose)

After filling out all the forms, you can add their employment information to your ERP system.

Documents to Collect from New Joiners

You are required to collect the following documents from the new joiner:

- Qualification proof
- Experience Letters
- Relieving letter from the previous employer
- PAN Card Copy
- Passport/Driving License
- Electricity Bill/Landline Bill
- 7 to 8 Passport Size Photographs
- Last month's salary slip
- Form-16 (If possible)

Thanks & Regards,
Viral

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