UPP 02 / Production setup
Crew onboarding preparation checklist
Prepare the right startwork handoff and track readiness without putting identity documents or banking details in a shared checklist.
1-page fillable PDF · Version 1.1 · Updated November 8, 2026 · No sign-up
A clear starting point.
- Made for
- Production coordinators and onboarding teams
- When to use it
- When preparing a crew engagement or reviewing readiness before work begins.
What is included
- Engagement and work-location preparation
- Secure startwork and review references
- Readiness owner and outstanding actions
How to use this template
Fill the PDF fields, save a copy, and reopen it to confirm your entries before printing or sharing. Use a desktop PDF reader if your browser does not save fields correctly. Use a referenced attachment when more space or additional terms are needed.
- 01Use a worker reference and project name; keep sensitive documents in your approved onboarding system.
- 02Have the responsible reviewer identify the forms and reviews appropriate to the engagement and work location.
- 03Record completion references and unresolved actions. This checklist does not itself authorize someone to work.
This is a preparation record, not an employment agreement or eligibility determination. Do not enter SSNs, SINs, bank details, or identity-document numbers.
Complete and share this original UPP form for your production work. Keep UPP wording and branding intact. Check the requirements for your project before use. Content use permissions.
Explore onboarding and compliancePairs well with
Production kickoff checklistInside the template
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From the issuing agency
Official government forms
Get government forms and instructions directly from the agency. These links open the official source; UPP templates do not replace these forms. Your responsible reviewer should confirm the edition and any additional state, provincial, or local requirements.
United States · USCIS
Form I-9
Employment Eligibility Verification form and instructions from USCIS.
Opens the official agency website in a new tab.United States · IRS
Form W-4
Employee's Withholding Certificate and current IRS instructions.
Opens the official agency website in a new tab.Canada · Canada Revenue Agency
TD1 personal tax credits returns
Federal, provincial, and territorial TD1 forms, organized by tax year.
Opens the official agency website in a new tab.Québec · Revenu Québec
Québec source deductions return
Form TP-1015.3-V and the current official source deductions return.
Opens the official agency website in a new tab.