Celebrating 20 Years in Business • 2004 - 2024

New-Hire Orientation Checklist

The overall success of your new hires will likely be heavily dependent on their experiences during the onboarding process. As such, if the onboarding process of your company is incomplete or insufficient, it will show.

A low-quality onboarding process will also increase the chances of new hires leaving your company in favor of your competitors. In order for the onboarding process to positively impact your company, all steps of the onboarding process must be fine-tuned and effective.

Orientation is one of the onboarding steps, but before we focus on the orientation checklist, allow us to emphasize the differences between onboarding in general and orientation in particular. For starters, onboarding is a full-fledged, comprehensive process that involves multiple steps.

These steps typically include orientation, training and retaining new hires as well as long-term employees, which comes down to maintaining engagement and satisfaction levels. On the other hand, orientation is all about introductions between new hires and the rest of the company. This is also when new hires become acquainted with the company’s administrative policies and procedures.

Alternatively, while orientation is a small step in the overall process, onboarding is the overall process. It’s continuous, and most onboarding processes can last as long as one year, if not longer, but orientation is a singular event. Despite the short-lived nature of orientation, it is still very important to make sure that the orientation events are carried out properly.

If your onboarding process includes an unprofessional orientation experience, the event can derail the entire onboarding process and deter new hires from staying with your company. For these reasons and many others, establishing a new-hire orientation checklist is key.

To help you and your company create a new-hire orientation checklist that is suitable for everyone involved, we have included some suggestions about what your company’s orientation checklist could include.

Start by introducing your company

  • Overview of the company.
  • Company mission, philosophy and vision.
  • Workplace culture.
  • Company structure and hierarchy.
  • Warm welcome from team members.

If the position is on-site, give the new hires a tour of the office. For example, show them important locations, such as:

  • Parking areas.
  • Kitchen.
  • Restroom.
  • Mailroom.
  • News or bulletin board.
  • Emergency exits.
  • Relevant departments.

Hand out paperwork

  • Form W-4, for federal income tax withholding.
  • State and local tax withholding forms, if applicable.
  • Form I-9, to verify eligibility to work in the United States.
  • Direct deposit form.
  • Employee handbook.
  • Confidentiality agreements.
  • Acknowledgement and consent forms.

Explain the benefits program and the enrollment process

You’ll need to let your new hires know about the benefits that they are eligible for and how to enroll in the benefits they would like to participate in through work, including:

  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • Disability insurance.
  • 401(k) plan.
  • Flexible spending accounts.
  • Employee assistance program.
  • Bonus programs.
  • Paid and unpaid leave.
  • Wellness benefits.
  • Workplace perks:
    • Free snacks.
    • Pet-friendly office.
    • In-office coffee bar.

Make sure to discuss the policies and procedures of your company

  • Code of conduct.
  • Regular work hours.
  • Overtime.
  • Anti-discrimination.
  • Anti-harassment.
  • Safety guidelines.
  • Break and lunch periods.
  • Timecard submission dates.
  • Payroll procedures.
  • Performance evaluations.
  • Disciplinary process.
  • Grievance procedures.
  • Injury reporting.
  • Emergency procedures.
  • Data security.

Give new hires access to relevant workstations and administrative support

  • ID badge.
  • Desk setup.
  • Workstation setup.
  • Stationery.
  • Computers.
  • Internet access.
  • Email access.
  • Employee self-service portal.
  • Messaging applications.
  • Videoconferencing tools.
  • Company directory.

Remember that these are only examples and suggestions of what your new-hire orientation checklist should include. The specifics will be driven by various factors that are peculiar to your company, such as the business structure, the requirements associated with the role, whether the job is on-site or remote, the benefits being offered and any legal requirements that apply to the position.


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Emily Gooding

Payroll Specialist

Emily is graduating in May with a BA in Business Administration from Lander University. She has gained valuable experience as a payroll intern for BMW. We are so excited to have her on the team and  to see her excel in her role as a Payroll Specialist.

Madison Capps​

Payroll Specialist

Madison received a BS in Psychology from Southern Illinois University in 2019. Since then, she has been working as a supervisor at Starbucks and earning her second degree, a BA in Administration and Accounting, from USC Aiken in the fall. She will be joining us as a Payroll Specialist and a valuable addition to our Paysmart team.

Kristen Wilby

Payroll Specialist

Before moving to South Carolina with her husband, Kristen worked as a Sales & Marketing Specialist for Premium King in Feasterville, PA, where she gained valuable experience in strengthening the brand and generating new business. Kristen also brings to our team several years of professional experience as an Executive Assistant and as an Office Manager, where she was first introduced to payroll. Kristen’s knowledge and her innate ability to establish genuine relationships contribute greatly to the team as we continue to grow and serve our clients.

Meg Whitaker

Payroll Specialist

Meg brings nearly twenty years of professional experience to the team. Most recently, she worked as a Payroll & Benefits Specialist in Centennial, Colorado. She and her husband recently moved back to the Carolinas for his job, and we were fortunate to find her! Before Colorado, Meg worked at CPI Security Systems in Charlotte, NC, for twelve years as a Billing Coordinator and Senior Administrative Assistant. She also gained three years of experience as an HR Assistant for a law firm in Fayetteville, NC. Her expertise significantly adds to our team and benefits our clients as we continue to grow!

Rachel McClaran, EA


Rachel plays a crucial role in developing Paysmart’s core processes and procedures, as well as overall strategy within the company. Rachel graduated from Bob Jones University and is an active member of the Junior League of Greenville and the South Carolina Association of CPAs. Her desire to serve her community has led her to become involved with several nonprofit organizations and to serve as the past Vice President of Finance for the Junior League of Greenville. Outside of the office,Rachel enjoys spending time on the water and traveling with her husband and their two children.

Hina Rogers

Payroll Specialist

Hina joined the Paysmart team in August 2022. She grew up in Portland, Oregon, before moving to Greenville, SC. She earned both a bachelor’s and a master’s degree in education. After college, she represented her alma mater as an enrollment counselor in the Southeast and Western states. She enjoys traveling, road trips, cooking, and quality time with her family. Hina looks forward to serving your company’s needs! 

Sharon Quantrille

Payroll Specialist

Sharon has spent several years in the accounting industry and has completed courses to hone her skills as a Payroll Specialist. Her background as an educator, professional musician, and Human Resources Generalist has contributed to her communication skills, commitment to professionalism, and organizational skills that make her a tremendous benefit to her Paysmart clients and colleagues. A graduate of Bob Jones University with a B.S. degree in Music Education, a Master of Music degree in Piano Performance and a Human Resources Generalist Certificate, Sharon spends her free time gardening, hiking, playing the piano, and spending time with her four adult children.

Haleigh Bates

Payroll Specialist

Haleigh joined our team in May of 2022 as a payroll specialist. Haleigh has over eight years of experience helping personal and small business clients with their financial needs. She received her Bachelor’s Degree from Georgia Southern University. She enjoys spending time with her husband and their three children, Caden, Addie, and Mason.  She likes to go hiking, spend time at the beach, and volunteer at her church in the children’s ministry. 

Courtney Rossello

Payroll Tax Manager

Courtney joined the team at Paysmart Payroll Services in September 2020.  She was raised in Simpsonville, SC, and graduated from Clemson University in 2009 with a bachelor’s degree in political science and a concentration in public administration.  Courtney began her payroll career in 2011 and currently works in the payroll tax department at Paysmart.  She strives to make every client feel comfortable knowing their payroll taxes and tax returns are handled accurately and efficiently.  Courtney is also a volunteer Treasurer for a local middle school in Greenville County.  In her spare time, she enjoys volunteering with special needs children, road trips, and spending time with her two daughters. 

Emily Hargrave

Senior Payroll Specialist

Emily received her bachelor’s degree in music from West Coast Baptist College. Since her college days, Emily has gained nearly 18 years of experience in office operations and project management. Emily joined Paysmart in 2017 and enjoys using her skills to support clients and the Paysmart team.

 At heart, Emily is a small-town country girl from the Midwest but is happy now to call the Upstate home, where she doesn’t have to endure harsh winters. Emily’s favorite ways to spend her free time are reading a good book, challenging herself with puzzles, and doing her best not to kill the plants in her garden.

Julie Shull

Client Success Specialist

Julie is the Client Success Specialist for Paysmart Payroll.  She joined the team as a Payroll Specialist in March of 2020. She received her Bachelor of Science degree from NC State University and earned an MBA from Gardner-Webb University while playing on the GWU women’s tennis team. After starting her career with Wilson Sporting Goods as a Financial Analyst, she took a few years off to raise twin boys until she began working for Greenville County Schools in 2014.  Julie enjoys spending time with her family and outdoor activities.

Brad Detandt

Payroll Administrator

A graduate of Northland International University with a BA in Counseling, Brad Detandt leads the day-to-day operations of the Paysmart team. He is eager to grow the firm’s client portfolio. He brings a diverse employment background in retail, manufacturing, nonprofit ministries, and business development, with
a specialized focus on team development and process improvement. Brad’s professional – and personal – mission is to “Be Great. Serve!” Brad enjoys spontaneous activities and weekend trips to state parks with his wife Miranda and his three children.

Stephen C. Stokes

Managing Partner

Stephen has more than 14 years’ experience working with individuals and businesses to meet their tax, accounting, and payroll needs. He has been the managing partner of Paysmart Payroll Services since January 2009. He is a licensed certified public accountant in South Carolina and Georgia. Stephen is also a member of the South Carolina Association of CPAs, the Georgia Society of CPAs, the American Institute of CPAs, and the Professional Association of Small Business Accountants. He has a bachelor’s degree from Bob Jones University and a master’s degree from Georgia State University. Stephen was born and raised near Atlanta, Georgia and moved to Greenville, South Carolina, several years ago. He enjoys spending time with his wife, Tiffani, and daughters, Madeline and Julianna. He is actively involved in his church and enjoys reading, sports, and other outdoor activities.