How to Collect Employee Information

Last updated: 2025-07-18

Once you decide to onboard a new employee, you begin preparing all the necessary information, documents, workstation, and equipment that must be ready before their start date. 

  • Collect all essential HR and new hire paperwork.
  • Gather necessary personal information from the new employee to complete their setup.

Onboarding Preparation using a Mobile Application

  • Allow new hires to complete all required forms and information online before their first day.
  • Eliminate the need for new hires to email sensitive personal data.
  • All information exchange happens through a secure, dedicated platform.

How to Prepare a New Employee's HR File

  1. Create a new employee profile/record
  2. Provision employee access to company systems and software
  3. Share access credentials/details with the employee

New Employee Self-Onboarding Process

  1. Log into the secure onboarding application.
  2. Upload documents required for their employment agreement and legally mandated forms (e.g., tax forms, I-9, and payroll information).
  3. Upload personal information directly to their HR file, such as ID number, photo for company ID, Social Security Number (SSN), bank account details for direct deposit, professional licenses/certifications, and more.
  4. Review the provided employment agreement and all other relevant company and HR documents.
  5. Before their start date, familiarize themselves with key company documents, policies, and rules.

What Aptien HR Helps You Achieve When Onboarding New Employees

New Employee Documentation and Record-Keeping

  • Collect and update employee personal information (e.g., contact details, bank information, uniform sizes).
  • Upload all required new hire documents.
  • Confirm receipt of company-issued equipment or tools, and document training on their proper use.
  • Confirm acknowledgment of company policies, manuals, and the employee handbook.
  • Confirm receipt of essential information and completion of initial onboarding training.

Workplace and Equipment Preparation

  • Prepare the employee's workstation, necessary equipment, and any required uniforms.
  • Coordinate efforts with IT and Facilities departments.
  • Efficiently create and manage new employee onboarding checklists.

What Personal Information Does a New Employee Typically Provide

  • Personal Information: Name, address, phone number, emergency contacts.
  • Bank and Payroll Details: Bank account for direct deposit, tax forms
  • Work-related Preferences and Equipment Needs: Shoe size, clothing size, IT equipment preferences (if any).