Build a compliant, repeatable new hire process that captures every required document and protects your business from day one.

Employee Onboarding Setup

The Problem With Most Onboarding Processes

You hire someone. HR scrambles to figure out which forms to send. Some documents get signed, others get forgotten. Three months later, you realize you never got the I-9, the harassment training acknowledgment is missing, and nobody knows if the employee signed an arbitration agreement.

Then a wage claim gets filed, and you discover your documentation gaps during discovery.

What We Set Up For You

A complete, compliant onboarding system with every required California form, recommended protective documents, and optional electronic capture workflows.

Required Documents

Federal and California-mandated forms you must provide to every new hire.

  • Form I-9 (Employment Eligibility)

  • Form W-4 (Federal Tax Withholding)

  • Form DE 4 (CA Tax Withholding)

  • Wage Theft Prevention Notice (Labor Code § 2810.5)

  • Paid Sick Leave Notice

  • Cal/OSHA Notice

  • Workers' Compensation Rights Notice

  • Disability Insurance Notice (DE 2515)

  • Unemployment Insurance Notice (DE 2320)

  • Paid Family Leave Notice (DE 2511)

  • Payday Notice

  • Sexual Harassment Prevention Training (tracking)

Recommended Protective Documents

Not required by law, but critical for litigation defense.

  • Employment Agreement

  • At-Will Employment Acknowledgment

  • Employee Handbook Acknowledgment

  • Meal & Rest Break Policy Acknowledgment

  • Arbitration Agreement (AB 51 compliant)

  • Confidentiality Agreement

  • Non-Solicitation Agreement

  • Invention Assignment Agreement

  • Equipment Acknowledgment

  • Commission/Piece-Rate Agreement (if applicable)

  • Expense Reimbursement Policy

Document Drafting Available: As a licensed California attorney, I can draft employment agreements, arbitration clauses, confidentiality agreements, and other protective documents tailored to your business. Document drafting is included in higher tiers or available as an add-on service.

Electronic Document Capture (Optional Add-On)


Stop chasing down paper forms. We'll set up a digital onboarding workflow that automatically collects, stores, and tracks every required document.

What We Configure

  • Electronic signature platform (DocuSign, HelloSign, or Adobe Sign)

  • Document packet templates

  • Automated send workflows

  • Completion tracking dashboard

  • Digital file storage structure

  • Reminder sequences for incomplete documents

What You Get

  • New hire clicks link, signs all documents electronically

  • Completed forms automatically filed in correct folders

  • Real-time tracking of missing documents

  • Audit trail of all signatures

  • I-9 separated automatically (compliance requirement)

  • No more lost paperwork

Note: Electronic signature platform fees are separate (typically $15-$40/month). We configure the system; you maintain the subscription.

What You're Actually Buying

As a licensed California attorney, I draft employment agreements, arbitration clauses, and protective documents—then build the system to ensure you collect them.

Common Onboarding Gaps We Fix


  • Missing I-9 Section 2: Employee completes Section 1, but nobody completes Section 2 within 3 days. $2,500+ penalty per violation.

  • No Wage Theft Prevention Notice: Required at hire and annually. Missing this = presumption you didn't provide it in wage claim litigation.

  • Unsigned Handbook Acknowledgment: Employee claims "I never received the handbook" during meal break dispute. No proof = no defense.

  • No Arbitration Agreement: Employee files class action. You have no basis to compel arbitration. Case proceeds in court.

  • I-9 Stored in Personnel File: Should be separate. ICE audit results in fines for improper storage.

  • Commission Agreement Not in Writing: Labor Code § 2751 requires written commission agreements. Oral agreement = you lose the dispute.

  • New Hire Not Reported to EDD: 20-day deadline missed. Potential penalties and delayed unemployment insurance coverage.

Ready to Build a Compliant Onboarding System?