Onboarding packet — Bayview Builders
Client Admin ▸ HR ▸ Onboarding packet
This decides which documents a new hire here receives, and how each one is attached — they sign it, they are handed it, or both. Add anything from EHM's global library or from your own documents.
Whether a document reaches a particular employee still depends on their worksite state and their attributes — the wage-theft notice only goes to non-exempt staff however this page is configured. That filter is the law's, not yours.
Set up 1 document from the library defaults just now.
Documents — changes affect packets built from now on — packets already assembled are unchanged
In the packet
25 documents · 4 gating
Global Test Notice 1789855812065Hand out
On day 1
Global Test Notice 1789855887494Hand out
On day 1
Form I-9, Employment Eligibility VerificationSignGating
On day 1
Federal Form W-4, Employee's Withholding CertificateSign
On day 1
California DE 4, Employee's Withholding Allowance CertificateSign
On day 1
DMV Authorization for Release of Driver Record (INF 1101)Sign
On day 1 · only when: Driving role
Offer of Employment / At-Will AcknowledgmentSign
Before the start date
Notice to Employee — Wage Theft Prevention Act (Labor Code §2810.5)Hand out + sign
On day 1 · only when: Non-exempt
Employee Information & Emergency Contact FormSign
On day 1
Emergency Contact Designation — Arrest or Detention at Work (SB 294)Sign
On day 1 · only when: Employee elects
Company Property Issued — ReceiptSign
On day 1
Acknowledgment of Receipt — Handbook & Required NoticesSign
On day 1
IIPP Acknowledgment of Receipt & TrainingSignGating
Before the start date
Workplace Violence Prevention Plan (WVPP) AcknowledgmentSignGating
Before the start date
Heat Illness Prevention AcknowledgmentSignGating
Before the start date
Health Insurance Marketplace Coverage Options Notice (ACA)Hand out
Within 14 days of start
Workplace Know Your Rights Act Notice (SB 294)Hand out
On day 1
Survivors of Violence & Family Members' Rights Notice (AB 2499)Hand out
On day 1
Sexual Harassment Fact Sheet (CRD-185)Hand out
On day 1
Workers' Compensation Time-of-Hire PamphletHand out
By end of first pay period
Medical Provider Network (MPN) NoticeHand out
By end of first pay period · only when: Medical Provider Network
"For Your Benefit" — California's Programs for the Unemployed (DE 2320)Hand out
On day 1
Disability Insurance Provisions (DE 2515)Hand out
On day 1
California Family Rights Act (CFRA) Notice & Fact SheetHand out
On day 1 · only when: 5+ employees
Paid Family Leave (DE 2511)Hand out
On day 1
Available to add
includes the optional forms, which ship switched off
Direct Deposit AuthorizationSign
On day 1 · only when: Employee elects
Only when the employee elects it — direct deposit cannot be made a condition of employment in California.
Voluntary Self-Identification of Protected Veteran Status (VEVRAA)SignOptional
On day 1 · only when: Federal contractor, Employee elects
Federal contractors only. Invited both pre-offer and post-offer. Note: race and gender self-ID is no longer required — Executive Order 11246 was revoked in 2025 — but VEVRAA self-ID still is, for covered contractors.
Voluntary Self-Identification of Disability (OFCCP Form CC-305)SignOptional
On day 1 · only when: Federal contractor, Employee elects
Federal contractors only. The official form must be used UNALTERED — its wording and layout are prescribed.
Meal-Period WaiverSignOptional
On day 1 · only when: Employee elects, Non-exempt
Voluntary, and only in the limited situations California allows — shifts of six hours or less, or the second meal period on shifts of twelve hours or less. Revocable in writing at any time.
Technology & Social Media AcknowledgmentSignOptional
On day 1
Sign-off on the electronic-use, BYOD, social media and AI policies. Employer's choice.
Confidentiality & Proprietary Information AgreementSignOptional
On day 1 · only when: Counsel-drafted
Protects trade secrets and confidential information. COUNSEL REVIEW: this is not a non-compete, which is void in California under Business & Professions Code §16600 — and since 2024 an employer may not even require one.
Mutual Arbitration AgreementSignOptional
On day 1 · only when: Counsel-drafted, Employee elects
LEGALLY SENSITIVE — do not deploy as-is. Counsel review is required: AB 51 and the FAA, the EFAA carve-out for sexual harassment and assault claims, and PAGA all bear on whether and how this can be used. Off by default for exactly this reason.
FCRA Background Check — Disclosure & AuthorizationSignOptional
Before the start date
Required BEFORE a consumer report is obtained. The disclosure must be a STANDALONE document in a document consisting solely of the disclosure — it may not be bundled into the application or the handbook acknowledgment — with the employee's written authorisation. California adds its own ICRAA notice.
The optional forms — arbitration, confidentiality, meal-period waiver, FCRA background-check disclosure and the OFCCP self-ID pair — ship switched OFF and appear under "available to add". Several are legally sensitive and want counsel review before use.