1 

Employee Onboarding & Offboarding

Whether you’re hiring your first employees, expanding your team, or standardizing processes across a growing team, we help ensure onboarding and offboarding processes are organized, consistent, and documented.

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This includes:

• Preparing and managing onboarding and offboarding documentation

• Organizing employee acknowledgments and required forms

• Maintaining complete and accurate personnel files

• Supporting structured, repeatable workflows as your team grows

2

I-9 & Document Tracking (Process Only)

Proper document tracking helps support organized onboarding practices.

Our role includes:

• Tracking completion of required employment documents

• Organizing I-9 records as part of employee files

• Supporting consistent document workflows

Employers remain responsible for verification decisions and compliance.

3

Employee File Management & Record Retention

If your employee records are spread across emails, folders, or informal systems—or already well organized—we can help maintain clear, compliant, and accessible files. Employee records are maintained using secure, structured systems designed to support organization, access control, and retention requirements.

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Our support includes:

• Ongoing organization of employee personnel files

• Maintenance of required HR documentation

• File cleanup and audit preparation

• Consistent record-keeping practices

4

Employee Acknowledgment Tracking

Consistent acknowledgment tracking helps demonstrate that policies and documents have been properly distributed.

We support:

• Distributing policies and required notices

• Tracking employee acknowledgments

• Maintaining organized acknowledgment records

5

Employment Verifications

We help streamline employment verification requests so they’re handled accurately and consistently.

Our support includes:

• Coordinating employment verification requests

• Confirming information based on employer records

• Maintaining documentation related to verification activity

6

Policies & Employee Handbook Support

Whether you’re creating policies for the first time or updating documents that haven’t been revisited in years, we help keep your internal materials clear, current, and organized. 

Clear, up-to-date policies help create consistency and reduce confusion as your business grows.

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We support:

• Drafting and updating internal HR policies (administrative support only)

• Organizing employee handbooks

• Distributing policies and tracking acknowledgments

• Keeping documentation current as requirements change

7

Job Description Creation & Updates

Clear job descriptions help set expectations and support consistency as your business grows.

We support:

• Creating job descriptions for new roles

• Reviewing and updating existing descriptions

• Aligning responsibilities with current business needs

8

HRIS Administration (Optional)

Already using an HRIS? We can adapt to the system you have in place.

Exploring whether an HRIS makes sense for your business? We can help research options based on your workforce size and administrative needs.

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Support may include:

• Managing employee records within your HRIS (non-payroll)

• Supporting implementation and administration within retainer scope

• Helping evaluate HRIS options if you choose to adopt one

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Payroll and timekeeping are always managed directly by the employer.

9

Benefits Research & Administrative Support

Benefits don’t need to be complicated to be effective.

We assist with:

• Researching benefit options based on employer goals and budgets

• Organizing benefit-related documentation

• Supporting administrative setup and employee communication

Benefit selection and final decisions remain with the employer.

10

HR Compliance Support (Administrative)

Workplace requirements change frequently, and staying informed matters.

Our compliance support includes:

• Researching applicable workplace laws and requirements

• Helping employers understand documentation and process expectations

• Directing businesses to relevant state and federal resources

This support is administrative in nature and does not constitute legal advice.

11

Employee Relations Support (Administrative Scope)

When employee issues arise, having a consistent process for documentation and follow-up helps reduce confusion and maintain alignment across your team. Employee relations support is limited to process and documentation assistance.

This includes:

• Helping employers document employee issues using internal policies

• Ensuring consistency in how processes are applied

• Organizing related records and acknowledgments

• Identifying when matters may require external legal or HR escalation

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We do not investigate complaints, mediate disputes, or make employment decisions.

12

Supporting Employee HR Inquiries

Instead of fielding repetitive HR questions throughout the day, we provide a structured way for employees to access accurate information related to documentation and policies.

We support limited employee inquiries related to:

• Onboarding documentation

• Benefits enrollment instructions

• Policy access and clarification

• Offboarding paperwork

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All inquiries are handled through structured, written processes to ensure clarity and consistency.