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| NEW EMPLOYEE TO DO CHECKLIST |
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Return To |
Done |
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| Review the Computer Policy in the Personnel Policy Manual Prior to Your Computer Training Appointment |
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| Provide Transcript (Staff Accountants Only) |
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| Read, sign and return Confidentiality/Non-Competition Agreement |
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| Provide Copy of CPA License if applicable |
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| Complete Media Release Bio Sheet |
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| Logon to Intranet and Familiarize Yourself With Its Contents To Know What is Available |
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| Read Office Ergonomic Exercise Information Hand Out |
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| View All Videos Provided and Complete Viewing Checklist |
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| Read Independence Statement and Complete Electronic Questionnaire E-mailed to you |
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| Complete Payroll Direct Deposit Form (if not interested, notify [Name] via e-mail) |
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| Read Dress Code Policy |
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| Read Personnel Policy Manual |
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| Employee at will agreement signed & returned (located on the last page of the Personnel Policy Manual |
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| Record Time Sheet Daily |
(Training will be provided on doing this) |
Submit electronically* |
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For orientation time use Client ID XXXXX and use service code XXXXX and put in explanation "orientation" in Memo field |
| Complete W-4 |
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| Complete W-4 ME |
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| Complete Form I-9 & Provide Documentation as outlined in instructions |
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| Complete Dental Insurance Enrollment Form (If not interested in enrolling, check off "Decline Coverage" |
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Eligible on: |
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| Return "SPECIMEN" Copy of Dental Insurance Certificate After Reviewing It |
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| Complete LT/ST Disability Enrollment Form |
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Eligible on: |
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| Read EAP (Employee Assistance Program" Information Handed Out |
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| Complete Health Insurance Enrollment Form (If not interested in enrolling, check off "Decline Coverage" ) |
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Eligible on: |
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| Sign one copy of "Very Important Notice" regarding Cobra rights |
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| Read Flexible Benefits Plan booklet |
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Eligible on: |
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| Complete Salary Reduction Form Relating to Flexible Benefits Plan (If you do not wish to participate, just enter zeroes in the "Amount" columns). |
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| Read 401K Profit Sharing Plan Information |
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| Complete the 401K Employee Election Form (if you do not wish to participate, you must complete the bottom portion of the form where it states you waive your rights to participate at this time) and return form prior to eligibility date. |
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| Record Voice Mail Greeting on Your Telephone |
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| Place Parking Permit on Window/Dashboard of Vehicle |
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| Vehicle Information Form Completed |
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| NOTES: |
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