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New Employee Onboarding Form

Everything a new starter has to give you, gathered before day one: personal details, payroll basics, equipment, and policy sign off.

New Employee Onboarding Form

Everything a new starter has to give you, gathered before day one: personal details, payroll basics, equipment, and policy sign off.

Personal details

What you would like colleagues to call you, if different.

Home address*

Home address

Role and start date

Payroll and tax

Do not enter account numbers on this form. Payroll will collect those over a secure channel.

Equipment and access

Before you start

Telling us early means it is ready when you arrive.

Replace this wording with your own employment policies before publishing. It is placeholder text, not legal advice.

Sign above

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Use this template

Opens in the builder. Nothing is saved until you edit it.

Fields
23 questions
Theme
Slate, switchable in the preview
Updated
10 August 2026

Categories

  • HR
  • HR Forms
  • Employee Forms
  • Information Forms

Ideal for

  • HR teams
  • Office managers
  • Founders

Best used in

  • Onboarding
  • Internal HR

About this template

A new starter's first morning goes on paperwork or it goes on work. This form moves it earlier: legal name and preferred name, home address, emergency contact, tax reference, equipment needed, and the policy acknowledgements you have to hold.

Note what the payroll section deliberately does not ask for. Bank account numbers do not belong in a form submission you will email around, so the field takes the account name and leaves the numbers to payroll over a channel built for them.

Set your own department list and equipment options, and swap the acknowledgements for the policies in your handbook. Teams hiring across borders usually split the tax section per country.

Templates are a starting point, not legal or professional advice. Where a form carries consent, medical, or contractual wording, have somebody qualified review it against the rules that apply to you before you publish.

Fields in this template

  • Full legal name*Short text
  • Preferred nameShort text
  • Date of birth*Date
  • Personal email address*Email
  • Phone number*Phone
  • Home address*Address
  • Job title*Short text
  • Department*Dropdown
  • Reporting manager*Short text
  • Start date*Date
  • Where will you be based?*Single choice
  • Name on your bank accountShort text
  • Tax or national insurance referenceShort text
  • Would you like to join the pension scheme?Single choice
  • What do you need on day one?Multiple choice
  • Which operating system do you prefer?Single choice
  • Shirt size for your welcome packDropdown
  • Emergency contact name and number*Short text
  • Dietary needs for team mealsShort text
  • Any adjustments we should make to your workspace?Long text
  • Upload your right to work documentsFile upload
  • Please confirm*Multiple choice
  • Signature*Signature

Every field can be renamed, reordered, made optional, or removed once the template is open in the builder.

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