Set the role and accountability
Write down the work, reporting line, expected outcomes and working arrangement. Assign a person who can answer employment questions and a person who approves systems access. Confirm the employment terms and relevant requirements before the start date.
Prepare payroll information securely
Agree what your payroll practitioner needs, who can access it and how it will be collected. Confirm relevant registrations, submission responsibilities and the payroll calendar against current SARS guidance. Avoid sending identity or banking records through an unapproved channel.
Provision for the actual job
Create a named account, enable multi-factor authentication and give access only to the systems the role needs. Confirm device ownership, management, encryption and support. Agree how power and connectivity interruptions will be handled.
Make the first week specific
Prepare induction sessions, a contact list, basic security training and the first deliverables. Test the employee’s access with them. Set short check-ins so blockers surface early.
Document offboarding from day one
Record how access will be removed, equipment returned and business information retained or deleted. Use the same ownership records when the employee changes roles.
Official reading
Prepared for operational planning · Reviewed 7 November 2026. Check official guidance for changes and requirements that apply to your circumstances. Checklist progress stays on this page until you leave or reload.