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New Team Member Checklist
EMPLOYEE INFORMATION
Name: Start date:
Position Title: Manager:
Location: Exempt Non Exempt
HUMAN RESOURCES
Employee Status Form (Human Resource Completes)
Employee Earnings Summary Form
FIRST DAY
Provide New Employee Handbook (Obtain signed acknowledgement form)
Assign "buddy" employee(s) to answer general questions: _______________________________________
NEW HIRE FORMS
Essential form. Employment Application Background check release form
Employees Resume signed by employee
Offer of Employment or Contract Payroll Service Employee Information
Form I-9 completed, proof of sheet
citizenship status with original Direct Deposit Form with voided
documentation check attached, if direct deposit is
SSN Card desired (Option #2, PayCard)
Drivers License Employee Data Sheet (emergency
contact information)
Tax forms (W-4 or W-9) Proof of auto insurance, required for
Employee’s Withholding employees driving on the job (current
Allowance Certificate proof must be on file)
(Federal)
POLICIES (New hire orientation)
New Employee Handbook Anti-harassment Personal conduct standards
Review key policies. Vacation and sick leave Progressive disciplinary actions
FMLA/leaves of absence Security
Holidays Confidentiality
Time and leave reporting Safety
Overtime Emergency procedures
Performance reviews Visitors