Hiring/Term Checklist
Name: _____________________ Hire Date: _________ Term Date: _________
Address: _____________________________ Review Date: _________ Phone: _____________
S.S #___________________ Birth Date: _________ Term Reason: ________________________
Initial Review:
Physical & Electronic Employee Folder
Employment Application
Background Check Ordered _______ Received _______ (Sales & Field Services)
Previous Employment Checked
Copy Of Offer Letter Sent (If Applicable)
Initial Payroll Change Notice
I-9 Form & Documentation
W4 – Employee’s Withholding Certificate
Company Handbook Review & Acknowledgement
Orientation – Company Overview, Policies/Manuals, Departments/Management, Office Tour
Direct Deposit Enrollment Form
Emergency Contact Information
ADP iPay Statement Setup
Signed Job Description
Sexual Harassment Awareness Training
Vacation/Holiday/Sick Leave Time
Benefit Introduction
Initial Payroll Submission & W-4 – Payroll
New Hire Reporting Submission
30 Day Review:
Benefit Review Benefit Enrollment
30 Day Payroll Adjustment Submission (If needed) New Employee Survey
Termination Checklist:
COBRA Sent Last Day Notice - Payroll
401(k) Term Notice – Payroll 401k(k) Benefit Payment Request
Exit Interview Folders Archived
Employee Account Review 72 Hour Pay
Company Profile/Domain/Phone/Email Notice Door Access Card
Benefits (Life, Disability, Health) Canceled Dates _____________________________________
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