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.
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
Follow Up Actions:
Section I HR Orientation completed by: Date:
Section II Supervisor Orientation to be completed by: