Free checklist
A worker onboarding documents checklist for any country.
Collect identity and right-to-work proof, the signed contract, tax and social security details, bank details, benefit forms and contacts. The exact forms differ by country.
4.8 out of 5 on G2Updated 20 October 2026 · Teamed Editorial · More checklists and templates

- Steps to tick
- 26
- Groups
- 8
- To use and print
- Free
- Nothing to sign up for
- No form
Which documents should you collect from a new worker?
This list is country-neutral. It names each kind of document, and the country guide tells you which form or number the country uses. Collect through one secure channel, and tick a line when you hold the document and have checked it.
Identity and right to work
Contract and policies
Tax and social security
Pay
Benefits and personal details
Qualifications and references
If the worker is a contractor
Handling the documents
That is the whole checklist.
Why collect the documents before day one?
Missing documents can move a start date, because payroll, benefits and sometimes the right to work all depend on them. A single request, sent early, lets you find gaps while there is still time to fix them.
Documents hold personal data, so how you collect, store and delete them is part of the job. The last group in the checklist covers that.
How fast can Teamed start onboarding?
Teamed's onboarding starts from 24 hours once Teamed has your offer to the hire, the hire's details and documents, and your signed service terms.
Questions people ask
Which documents do I need from a new employee?
Identity, evidence of the right to work, the signed contract, tax and social security details, bank details, benefit forms and an emergency contact. The country guide names the exact forms and numbers.
Are the documents the same for a contractor?
Some are. A contractor also needs business and tax details and a services agreement, and does not need an employee's benefit forms. The checklist has a separate group for contractors.
How should I collect personal documents safely?
Use one secure upload channel, not email, give access only to the people who need it, and set a date to delete each document. Check the country guide for how long you must keep it.
This checklist is a planning aid, not legal advice. Where a step depends on a country's rules, check the country guide or take advice.
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