Employee-Onboarding-Finance-Checklist.xlsx

	A	B	C	D
1	Employee Onboarding: Finance & Payroll Checklist
2	The finance/payroll side of onboarding. Salary per approved offer (changes need founder approval). Verify bank details before first payroll.
3
4	Item / Step	Owner	Status	Notes

5	Signed offer letter on file		To do
6	PAN & Aadhaar collected		To do
7	Bank proof collected and verified		To do
8	PF Form 11 / previous PF details		To do
9	Previous Form 16 / tax declaration		To do
10	Salary structure set per approved offer		To do
11	Added to payroll tool		To do
12	PF / ESI / PT registration (if applicable)		To do
13	Assets issued & logged		To do
14	System / tool access granted		To do
15	ESOP grant issued (if applicable)		To do
16
17	CFOmatrix template. Not legal or audit advice. https://cfomatrix.in
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100