WebHR

The statutory onboarding checklist

Everything a new joiner’s file needs on day one: appointment letter, identity and bank details, PF and ESI enrolment, nominations, tax regime and declarations.

Applies to:
All India
For:
HR, Managers
Last reviewed:

Day-one checklist

ItemWhyLaw
Appointment letterRequired for every employeeOSH Code
PANWithout it, TDS is at a higher rateIncome-tax Act, 2025
Aadhaar and bank accountUAN and ESI registration, salary creditEPF and ESI schemes
PF declaration: earlier membership, UAN, previous employer, international workerEnrol or continue PF membershipEPF Scheme, 2026
PF, pension and gratuity nominationsBenefits go to the right peopleCode on Social Security
ESI registration (if wages up to ₹21,000)Cover from the first dayCode on Social Security
Tax regime and declarations (Form 124)Correct TDS from the first salaryIncome-tax Act, 2025
Work stateDecides professional tax, LWF and holidaysState laws
POSH policy and the IC’s detailsEvery employee must know how to complainPOSH Act
Maternity benefit information (women employees)Must be given in writing on joiningCode on Social Security
In WebHR

In WebHR the joiner fills most of this in themselves from My Onboarding, on the web or the mobile app: personal and bank details, documents, the PF declaration (UAN, earlier membership, international worker), nominees, ESI number and tax regime. HR reviews and accepts it, and WebHR copies it into the employee record and the PF, ESI and tax profiles payroll reads. Appointment letters come from your templates under HR Operations → Document Templates.

References

  1. EPFO — employer portal
  2. ESIC

Related

Plain-language guidance for HR teams, not legal advice. Checked against the sources above on 29 September 2026; the notification or your authority’s portal is final. Spotted something out of date? Tell us.