New Hire Processing Checklist – Human Resources

Employee Name:                                                                                Start Date:                      
Position:                                                       Supervisor:                                          Location:                                     
Section I: Role of Human Resources Representative
Personnel File Contents — Collect and check off completed items. Indicate N/A if not required for the position.

[ ] Resume [ ] Employment Application [ ] Educational  Transcripts [ ] Authorization for  Background Test and Drug Screen [ ] Offer Approval Memo [ ] Employment Agreement [ ] Federal Tax  Withholding Form [ ] State Tax Withholding  Form [ ] Access to Employee  Handbook – electronic or hard copy if no computer access [ ] Employee Handbook  Acknowledgment Form [ ] Personal Information  Form [ ] Direct Deposit Form [ ] Property Receipt  Acknowledgment Form – cell phone, laptop, etc. [ ] Driver’s License Copy

Insurance File Contents — Explain all plans and forms carefully. Discuss waiting periods and vesting schedules as appropriate.

[ ] Health Insurance  Carrier Form [ ] Health Insurance  Waiver Form [ ] Dental Insurance  Carrier Form [ ] Vision Insurance  Carrier Form [ ] Life Insurance Carrier  Form [ ] Supplemental Insurance  – if offered [ ] Short Term Disability [ ] Long Term Disability [ ] Other Insurance –  cancer insurance, long term care, AFLAC insurance, etc. [ ] Retirement Plans – pension  plan, 401 (k), etc.

Other Actions

[ ] ID Badge Created [ ] E-Mail Account  Established [ ] Intranet Access Set-Up [ ] Electronic Timekeeping  Access Set-Up [ ] Telephone/Voicemail  Set-Up [ ] Timesheets and Pay  Schedule Explained [ ] Employee Entered into  HRIS System

Other Benefits and Key Policies Explained:

[ ]     Credit Union [ ]     Vacation  Benefit [ ]     Sick Leave  Benefit [ ]     Holidays [ ]     Tuition  Reimbursement [ ]     Performance  Management [ ] Other Job or Client  Specific Items: ______________________________________

Legal Requirements

[ ] I-9 completed within 72 hours and filed separately – supporting documents copied & attached [ ] Collect  Self-Identification Form for EEO-1 and Affirmative Action Plan reporting – if  applicable [ ] Collect Veteran’s  Status Self-Identification for Vet’s 100 reporting – if applicable [ ] Submit State New Hire  Reporting Form to State Office with 20 days [ ] Maintain confirmation  of State Reporting Form within HR [ ] Have employee complete  and sign IRS W-4 form

Comments:

Follow Up Actions:                                                                             

Section I HR Orientation completed by:                               Date:                     

Section II Supervisor Orientation to be completed by: