---
id: KB-CF-007
url: https://app.codecontract.io/help/use-cases-by-capability/onboarding-a-new-employee
idioma: en
categoria: casos-por-funcionalidad
audiencia: usuario
nivel: intermedio
actualizado: 2026-08-13
tambienEn: [es]
relacionados: [KB-CF-002, KB-AD-003]
citadoPor: [KB-LE-006, KB-CR-012, KB-CF-020, KB-CR-009]
---

# Onboarding a new employee

_Contract, paperwork and first-day training, without paper folders._

**Responde a:** new employee paperwork · sign the contract before they start · employee onboarding documentation · what documents to ask a new hire for

Employee onboarding has an immovable date — their start day — and depends on a person who is not inside yet sending you things. It is exactly the case a phased process is for.

## Before day one

- Signed contract. Starting unsigned is your problem, not theirs.
- Identity document and social security number.
- Bank details for payroll.
- Qualifications, if the role requires them.

## On day one

- Confidentiality and data protection agreement.
- Equipment handover, with acknowledgement.
- Mandatory health and safety training for the role.

> [!WARNING]
> This handles a person's identity document and bank details: ask only for what you genuinely need, store it where only the right people see it, and do not leave it circulating by email.

> [!NOTE]
> Sending the contract to sign three days ahead instead of handing it over on day one avoids the classic "they start today and have not signed yet" — which is commoner than it sounds.

## What expires

Mandatory training and some medical checks lapse. Marking them at onboarding means the warning arrives on its own two years later, when nobody remembered.

**Can they sign the contract from a phone?**

Yes, and that is the norm before starting.

**What about an urgent hire?**

The process does not get in the way: send what blocks and the rest in parallel.

**Can it be reused for renewals?**

Yes, with a shorter version asking only for what changes.

## Ejemplos

**A company brings in eight people in September.**

- Launches onboarding for all eight three weeks ahead
- Contracts are signed before day one
- Training is recorded with an expiry date

→ All eight start fully signed up, and in two years the training renewal warning arrives on its own.

**Somebody starts on a Monday and their contract is signed the following Thursday.**

- Launches the process when the contract is agreed, not on arrival
- Sends the contract and policies for signature before day one
- Checks what is missing the day before

→ The person starts with a complete file and without spending their first day on paperwork.

**Ten people are hired for a campaign and onboarding is done one by one.**

- Launches the same process to all ten

→ Bulk onboarding does not consume the week.

**A document is missing and nobody spots it until the inspection.**

- Checks what is missing per person

→ The gap shows before a third party sees it.

**Documentation expires and the person keeps working.**

- Records expiries per person

→ The warning arrives before it bites.

**Somebody joins and does not know what they have to sign.**

- They receive the list of what is theirs

→ Onboarding completes without anyone explaining it.