EMPLOYEE NEW HIRE CHECKLIST

Employee Name:
Position Title:
Store/Location:
Date of Hire:

PRE-HIRE FORMS

 Employment application (with resume)

 Job description (must be provided)

AT-TIME-OF-HIRE FORMS

 Employee contract or letter of hire signed by employee and employer

 Employment eligibility verification (I-9)
 Required identification (proof of citizenship status with original documentation)
 State exemption certificate (WH-4)
 Federal withholding allowance (W-4)
 Employee authorization agreement for direct deposit (include a voided, blank check)
 Employee information form with emergency contact information
 Background check release form signed by employee

BENEFITS (IF APPLICABLE)

 Benefits outline
 Medical enrollment application (health/dental/prescription)
 Declination of coverage (complete waiver section if not electing medical plan)
 Vision plan enrollment form and information (voluntary)
 Declination (write “decline” on the form)
 Enrollment form for group insurance (life and disability)
 Certificate of group life insurance
 Certificate of group long-term disability insurance
 Pension enrollment packets
 REQUIRED POLICY COMMUNICATIONS

 Employee handbook and acknowledgement form

 Mission and values statement
 Ethical conduct, including conflict of interest and signed certification
 Employee assistance program (EAP) information (if applicable)
 Employee donation information and form
 Parking and parking access codes
 Building keys and access codes
 Telephone system and staff directory
 Computer access
 Username and passcodes
 Email accounts
 Training
 Security
 Sexual harassment
 Ethics

Completed By: ______________________ Date: ______________________

Approved By: ______________________
Human Resources Manager