HR Roadmap for a Newly Launched Business

This one is for you, founders of early-stage startups and anyone launching a new business venture.

Starting a company is a whirlwind.  You’re building products, chasing revenue, and wearing every hat imaginable. HR? It’s easy to push that off. But if you can get the people foundations right early on, this will save you headaches (and dollars) down the road.

That’s why we created a simple HR Roadmap for your first year as a startup leader. It breaks down what to focus on at each stage:

  • First 3 Months: Nail the basics (compliance, payroll, onboarding)

  • First 6 Months: Build structure and start shaping your culture

  • First 12 Months: Think big - strategy, scalability, and leadership growth

It doesn’t have to be complicated. A little planning now means fewer fires later and a stronger foundation for your team to thrive.

This is by no means a comprehensive checklist, but this should help you determine where to start.  And if you’d like a sounding board, reach out to us at ScaleSmart HR Solutions.  We are always happy to chat with founders about how to set up HR in a way that matches your vision and stage of growth – complimentary and with no strings attached!

First 3 Months (Foundation & Compliance)

Legal & Compliance

  • Register for employer tax IDs (federal, state, local)

  • Set up payroll system for wage & hour compliance

  • Complete required labor law postings

  • Determine whether E-Verify is required and ensure I-9 forms are completed and stored

  • Draft employee handbook/policies

People & Processes

  • Define employee vs. contractor classifications

  • Create onboarding process (offer letters, contracts, background checks)

  • Establish timekeeping & recordkeeping systems

Benefits & Pay

  • Select health insurance or determine requirements

  • Create PTO/leave policy (even if informal)

  • Set up workers’ compensation insurance

 First 6 Months (Structure & Growth Readiness)

Policies & Compliance

  • Update employee handbook for clarity & compliance

  • Ensure compliance with FLSA, EEO, ADA, FMLA (if thresholds met)

  • Standardize performance documentation practices

Compensation & Benefits

  • Review pay structure for equity & competitiveness

  • Evaluate benefits package (health, retirement, wellness, perks)

Culture & Engagement

  • Define and communicate company values & mission

  • Hold regular all-hands/team meetings

  • Launch feedback loop (pulse surveys, check-ins, stay interviews)

Talent & Development

  • Develop job descriptions for all roles

  • Document recruiting & onboarding processes

  • Identify training needs & provide development opportunities

 First 12 Months (Scalability & Strategy)

Strategic HR

  • Conduct HR audit for compliance & readiness

  • Create workforce plan aligned to business goals

  • Establish succession planning for key roles

Culture & Retention

  • Launch structured performance review process

  • Create recognition/rewards program tied to company values

  • Build inclusion practices appropriate for company size & stage

Talent & Leadership

  • Provide management training for first-time leaders

  • Define career development paths & growth conversations

Operations

  • Evaluate HR tech (HRIS, ATS, performance tools)

  • Document HR standard operating procedures

  • Benchmark engagement & turnover rates

Building a business is hard enough so you shouldn’t have to reinvent HR along the way. Start small, stay compliant, and build intentionally. The earlier you invest in your people foundations, the faster you can scale with confidence!

If this all seems like too much, fortunately, you’re in the right place. ScaleSmart HR Solutions has your back no matter what stage your company is in. Whether your plan is to move from one employee to two, or 100 to 200, we have tailored solutions for a fraction of the cost of a full time hire. That’s just one more way we’re helping you scale smart.

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