Global Onboarding & Offboarding Kit 2026

GLOBAL ONBOARDING & OFF-BOARDING KIT 2026

19-Page Editable Global Employee Lifecycle System | USA • EU • UK • PH • CA • AU • UAE

Most HR teams are strong in either onboarding or offboarding.
Very few have both sides documented, compliant, and repeatable—especially across multiple countries.

The Global Onboarding & Offboarding Kit 2026 is a 21-page, fully editable template system that gives you a complete, end-to-end framework for:

• Bringing employees in: legally, consistently, and with clear expectations

• Letting employees go: safely, respectfully, and fully compliant with local laws

All aligned with labor, immigration, privacy, and security requirements in:

🇺🇸 USA • 🇬🇧 UK • 🇪🇺 EU • 🇵🇭 Philippines • 🇨🇦 Canada • 🇦🇺 Australia • 🇦🇪 UAE

Perfect for:

• Global HR and People & Culture teams

• Remote-first and hybrid organizations

• BPOs, shared services & EOR providers

• Founders hiring cross-border talent

• HR consultants building plug-and-play systems for clients

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🔵 ONBOARDING MODULE (GLOBAL ONBOARDING MODULE – 2026 EDITION)

A complete onboarding system that takes a new hire from offer accepted → fully integrated & compliant.

1️⃣ Pre-Employment Requirements by Jurisdiction

Country-specific pre-hire checklists so you don’t miss a single legal step:

• USA: I-9, W-4, state tax forms, at-will acknowledgment, background checks (where allowed), EEO data (optional).

• UK: Right to Work checks, DBS (if required), starter checklist/P45, GDPR consent, signed contract.

• EU: ID & residency verification, GDPR-compliant data consent, social security registration, occupational exams (when required).

• PH: Pre-employment exams (if required), NBI/Barangay clearance, SSS/PhilHealth/Pag-IBIG, TIN, PDPA consent, 201 file data.

• CA: SIN, TD1 provincial/federal forms, OH&S onboarding, lawful background checks.

• AU: TFN declaration, Super choice form, VEVO for visa holders, Fair Work Information Statement.

• UAE: MOHRE offer, work permit, Emirates ID biometrics, medical fitness, labor contract.

This gives you country-aware checklists instead of generic onboarding.

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2️⃣ Legal Documents Package

Ready-to-customize document framework for every new hire:

• Offer letter

• Country-specific employment contract

• Job description

• NDA & confidentiality agreement

• Data privacy consent (GDPR / CCPA / PDPA / PIPEDA / AU Privacy / UAE DPL)

• Code of Conduct acknowledgment

• Policy acceptance (handbook, IT, social media, etc.)

• IP assignment where applicable

You get a clean structure for making your legal counsel’s life easier.

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3️⃣ Global Onboarding Journey Map

Structured onboarding journey you can roll out globally:

• Day 1 – Foundation: orientation, company story, values, compliance briefing, IT setup, security training, welcome meetings.

• Week 1 – Integration: systems, workflows, SOPs, role clarity, shadowing, culture norms.

• Month 1 – Development: performance baseline, skills gap analysis, HR check-in.

• Month 3 – Probation Review: formal evaluation, decision (Pass/Extend/Terminate), next-quarter goals.

No more “they just logged in and figured it out” onboarding.

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4️⃣ Country-Specific Onboarding Compliance Checklists

Quick-reference checklists per region, including:

• USA: I-9 deadlines, state postings, OSHA/EEO policies

• UK: RTW, ACAS guidance, GDPR notices

• EU: GDPR onboarding, WTD rules, works councils

• PH: DOLE 201 file, SSS/PhilHealth/Pag-IBIG filings, OSH

• CA: ESA & OH&S onboarding, SIN rules

• AU: NES onboarding standards, TFN, superannuation

• UAE: MOHRE contract, Emirates ID & medical, UAE labor law orientation

These help you prove compliance during audits or disputes.

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5️⃣ New Hire Forms Library

Includes both universal and country-specific forms:

Universal:

• Employee Data Sheet

• Emergency Contact Form

• Bank & payroll info

• IT Access Request

• Equipment Issuance Form

• NDA & privacy acknowledgments

Per country:

• USA: I-9, W-4, state withholding

• UK: P45 / Starter Checklist

• PH: SSS E-1, PhilHealth PMRF, Pag-IBIG MDF, BIR forms

• CA: TD1 (federal/provincial)

• AU: TFN Declaration, Super choice

• UAE: MOHRE offer, medical fitness, Emirates ID kits

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6️⃣ Manager Onboarding Guide

A practical manager playbook for onboarding:

• Pre-Day 1: workstation/credentials, training prep, welcome note

• Day 1: role overview, expectations, metrics, introductions

• Week 1: daily check-ins, first deliverables

• Month 1: coaching, feedback, training progress

• Month 3: probation evaluation, documentation, HR sign-off

Helps managers stop “winging it” and follow a repeatable approach.

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7️⃣ Culture & Values Orientation Outline

Content structure for your culture deck:

• Mission, vision, values

• Behavioral do’s & don’ts

• Collaboration & communication norms

• Leadership principles

• DEI commitments

• Real examples of “what great looks like”

Aligns every new hire to how you expect people to act, not just what they must do.

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8️⃣ Role Clarity & 30-60-90 Templates

Clarity tools for new hires:

• Role profile (mission, KPIs, scope, reporting, cross-functional map)

• Day-to-day expectations

• 30-60-90 day plan (skills, outputs, milestones)

Reduces early confusion and shortens time-to-productivity.

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9️⃣ IT & Security Onboarding Standards

Security-focused onboarding essentials:

• MFA, VPN, device security

• Cybersecurity & phishing awareness

• Data privacy laws per region

• Incident reporting rules

• Device logging, encryption, and return policy

Perfect for companies with remote/hybrid set-ups and sensitive data.

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🔟 Training Plan & Probation Monitoring Templates

• Training matrix (compliance training, systems training, deadlines, owners)

• Training records & tracking

• Probation monitoring per jurisdiction (USA/UK/EU/PH/CA/AU/UAE timelines)

• Scorecards, culture-fit indicators, red flags, PIP triggers

• Final probation decision forms

Helps you prove fair process if performance issues arise later.

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🔵 OFF-BOARDING MODULE (GLOBAL OFF-BOARDING MODULE – 2026 EDITION)

End-of-employment done legally, safely, and with dignity.

1️⃣ Notice Periods Per Country

Quick reference for:

• US at-will vs contractual notice

• UK statutory & contractual notice

• EU typical 2-week–3-month ranges

• PH 30-day mandatory notice

• CA provincial rules

• AU NES notice & age-based rules

• UAE 30–90 day contractual notice

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2️⃣ End-to-End Exit Workflow

Step-by-step process from resignation/termination → fully cleared:

1. Notice filed and acknowledged

2. HR & manager alignment

3. Handover & documentation

4. IT and security access removal

5. Return of company property

6. Exit interview

7. Final pay processing (per country timelines)

8. COE / separation documents & clearance

Removes guesswork and ensures nothing is missed.

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3️⃣ Security, Access & Property Checklists

• System access deactivation checklists (email, SSO, VPN, CRM, ATS, HRIS, tools)

• Company property return forms (devices, IDs, manuals, cards, SIMs, tools)

• Security & privacy offboarding checklist (backups, password changes, blocking forwarders, revoking admin access)

Reduces data theft and security risk at exit.

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4️⃣ Final Pay & Legal Timelines

Final pay compliance cheatsheet:

• US: state-specific final pay rules

• UK: next pay cycle

• EU: usually within 30 days

• PH: commonly within 30 days incl. 13th month & unused leave

• CA: 5–10 business days

• AU: within 7 days

• UAE: within 14 days

Helps HR & payroll stay out of wage-claim trouble.

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5️⃣ Exit Interview & Risk Management

• Structured exit interview questionnaire

• Wrongful termination risk flags:

  • Recent grievances, protected leave, lack of documentation, bias, inconsistent treatment, etc.

Built to catch high-risk exits before they escalate.

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6️⃣ Termination Types & Redundancy References

Guides for:

• Voluntary resignations

• Redundancy / retrenchment

• Misconduct / just cause

• Poor performance (with PIP expectation)

Plus redundancy references per country (WARN, ACAS, EU social plans, DOLE, NES, UAE gratuity, severance rules, group terminations, etc.).

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7️⃣ COE, Separation, Data & Post-Employment Obligations

Includes:

• Certificate of Employment structures

• Employment separation certificate outlines

• Data retention & deletion checklist (per region)

• Post-employment obligations (NDA, IP, non-solicit, non-compete awareness by jurisdiction)

Ensures you close the loop on legal, reputational, and data risks.