NEW EMPLOYEE CHECKLIST - DOC

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					                  For File                                 NEW EMPLOYEE CHECKLIST
                                                        Completed and signed
Application and Resume                               application

New Employee Info Sheet                                  Completed

I-9                                                      Rec’d Back                          Filed in front folder

W-4                                                      Given to Employee                   Received Back

Employee Handbook                                        Given to Employee                   Received signed last page

Sexual Harassment Policy                                 Given to Employee                   Received signed copy
Request for time off form – review our
                                                         Given to Employee
policy
Direct Deposit                                           Rec’d voided check                  Set up in payroll

Signed offer letter
Signed Non-Compete
Payroll deductions authorization form                    Given to Employee



Fitness Center Waiver                                    Rec’d signed form                   Issue key to females

Employee info reported to payroll


BENEFITS
BCBS Enrollment Form OR                                  Deduction set up with payroll       Faxed to Carrier
H.I.R.D. Form
Principal Dental Enrollment Form                         Deduction set up with payroll       Entered Online

Assurant Life, STD & LTD Insurance                       Rec’d From Employee                 Entered Online

FSA Enrollment Kit                                       Rec’d From Employee                 Faxed if needed

401(k) Enrollment info                                   Given to EE                         Faxed if needed


EQUIPMENT ISSUANCE
Laptop                                       Rec’d signed form         Office/Cubicle Keys      Rec’d signed form

                                                                                                Load scanning
      Set up email account                   Configure laptop             Load Software
                                                                                             capabilities

                                              Access to specific         Install unified       Font/Formatting for
      Populate info into directory
                                          drives                       messaging             emails

                                                                           Update Jeff’s
                                             Citrix Log on info
                                                                       files

Blackberry                                   Rec’d signed form         VOIP phone               Rec’d signed form

Access Card                                  Update badge name            Update list

                                             Set up unified
                                                                         Update
Program Office Phone / Assign Extension   messaging software for
                                                                       employee phone list
                                          faxing

                                            Verify info with             Submitted to
Create Bio for newspaper                                                                        Post to web page
                                          employee                     newspaper
                                                                         Issued to
Business Cards                               Ordered from vendor                                Process Invoice
                                                                       employee

				
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posted:9/13/2012
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