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FREE RESOURCES / HIRING & ONBOARDING

First-employee preparation kit.

Your first hire is a big step. This starter kit brings the practical setup tasks, employee details and first-week plan together before the first payday.

Complete kitPDFFree download
Preview of the first page of the PayHr first-employee preparation kitPreview of the actual PDF

READY FOR YOUR NEXT PAYDAY

Make it yours.

Download a fresh copy, add your details and adapt it to the way your team works.

  • A preparation checklist with official Canadian reference links
  • Editable employee information and onboarding forms
  • An Excel first-week planner and payroll-run checklist
Download Complete kitAll starter-kit files · 292 KBDownload PDFFillable & printable · 40 KB

No account or email required. Free for internal business use.

FROM DOWNLOAD TO DONE

How to use this kit

  1. Read the preparation guide and confirm which employer requirements apply to your business.
  2. Assign an owner and target date to each setup task in the planner.
  3. Collect sensitive identity and banking information through a secure channel, outside the general information form.
  4. Complete the onboarding checklist and review the first payroll before payday.

WHAT YOU CAN PREPARE

A clearer process, step by step.

Set up the employer

  • Confirm the worker's status and applicable province of employment.
  • Determine whether you need a CRA payroll program account.
  • Set your pay schedule and review applicable employment standards.
  • Arrange any required workplace insurance, safety and benefits processes.

Prepare for the employee

  • Confirm the written employment terms and start date.
  • Obtain and verify the SIN through a secure process.
  • Obtain the applicable federal and provincial or territorial TD1 forms.
  • Collect and verify payment instructions securely.

Prepare the first payday

  • Assign equipment, system access and a first-week contact.
  • Explain timesheets, leave requests and pay statements.
  • Prepare the first payroll using approved hours and pay details.
  • Confirm the payment plan, remittance schedule and recordkeeping process.

Official Canadian references

Use the current official requirements alongside this planning template.

Before you download

What is inside the ZIP?

The preparation guide, employee onboarding checklist in Word, employee information form in Word, first-week planner in Excel, payroll-run checklist PDF and a read-me with file instructions.

Does this replace official employee tax forms?

No. Use the current official TD1 forms and your secure identity and banking collection process. The kit helps you track completion without putting SINs or bank details in a general-purpose worksheet.

Do I need a PayHr account?

No. Every resource is available to download directly. Email updates are optional and separate from your download.

Will PayHr receive the information I enter?

No. These are files you download and complete yourself. PayHr does not receive the contents of your completed template. Keep employee and payroll records in your own secure storage.

Keep your preparation going.

All resources

YOUR NEXT PAYDAY, TOGETHER

A good template is a start.
PayHr brings it together.

Explore free payroll software for Canadian businesses, with unlimited employees, contractors and pay runs.

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