• By: Steven M. Coren, Esq.
A person holding a green figure among wooden one's - Coren Law Group P.C.

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

[ ] Resumeย [ ] Employment Applicationย [ ] Educationalย  Transcriptsย [ ] Authorization forย  Background Test and Drug Screenย [ ] Offer Approval Memoย [ ] Employment Agreementย [ ] Federal Taxย  Withholding Formย [ ] State Tax Withholdingย  Formย [ ] Access to Employeeย  Handbook โ€“ electronic or hard copy if no computer accessย [ ] Employee Handbookย  Acknowledgment Formย [ ] Personal Informationย  Formย [ ] Direct Deposit Formย [ ] Property Receiptย  Acknowledgment Form โ€“ cell phone, laptop, etc.ย [ ] Driverโ€™s License Copy

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

[ ] Health Insuranceย  Carrier Formย [ ] Health Insuranceย  Waiver Formย [ ] Dental Insuranceย  Carrier Formย [ ] Vision Insuranceย  Carrier Formย [ ] Life Insurance Carrierย  Formย [ ] Supplemental Insuranceย  โ€“ if offeredย [ ] Short Term Disabilityย [ ] Long Term Disabilityย [ ] Other Insurance โ€“ย  cancer insurance, long term care, AFLAC insurance, etc.ย [ ] Retirement Plans โ€“ pensionย  plan, 401 (k), etc.

Other Actions

[ ] ID Badge Createdย [ ] E-Mail Accountย  Establishedย [ ] Intranet Access Set-Upย [ ] Electronic Timekeepingย  Access Set-Upย [ ] Telephone/Voicemailย  Set-Upย [ ] Timesheets and Payย  Schedule Explainedย [ ] Employee Entered intoย  HRIS System

Other Benefits and Key Policies Explained:

[ ] ยย ย ย  Credit Unionย [ ] ยย ย ย  Vacationย  Benefitย [ ] ยย ย ย  Sick Leaveย  Benefitย [ ] ยย ย ย  Holidaysย [ ] ยย ย ย  Tuitionย  Reimbursementย [ ] ยย ย ย  Performanceย  Managementย [ ] Other Job or Clientย  Specific Items: ______________________________________

Legal Requirements

[ ] I-9 completed within 72 hours and filed separately โ€“ supporting documents copied & attachedย [ ] Collectย  Self-Identification Form for EEO-1 and Affirmative Action Plan reporting โ€“ ifย  applicableย [ ] Collect Veteranโ€™sย  Status Self-Identification for Vetโ€™s 100 reporting โ€“ if applicableย [ ] Submit State New Hireย  Reporting Form to State Office with 20 daysย [ ] Maintain confirmationย  of State Reporting Form within HRย [ ] Have employee completeย  and sign IRS W-4 form

Comments:

Follow Up Actions:ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย 

Section I HR Orientation completed by:ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย  Date:ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย 

Section II Supervisor Orientation to be completed by:ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย ย 

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