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  • Checklist On Joining of Personnel

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    Ahmef
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    This document provides a checklist of 24 items that should be included in personnel files for new employees. The checklist includes details such as the employee's name, designation, date of joining, educational qualifications, experience certificates, medical records, bank account information, tax forms, nomination forms, references, proofs of address and more. The site office manager or HR department is responsible for collecting all the required information and documents, checking them off on the list, and forwarding the completed employee file to head office.

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    1. Checklist on Joining of Personnel (1)

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    This document provides a checklist of 24 items that should be included in personnel files for new employees. The checklist includes details such as the employee's name, designation, date of joining, educational qualifications, experience certificates, medical records, bank account information, tax forms, nomination forms, references, proofs of address and more. The site office manager or HR department is responsible for collecting all the required information and documents, checking them off on the list, and forwarding the completed employee file to head office.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views1 page

    Checklist On Joining of Personnel

    Uploaded by

    Ahmef
    This document provides a checklist of 24 items that should be included in personnel files for new employees. The checklist includes details such as the employee's name, designation, date of joining, educational qualifications, experience certificates, medical records, bank account information, tax forms, nomination forms, references, proofs of address and more. The site office manager or HR department is responsible for collecting all the required information and documents, checking them off on the list, and forwarding the completed employee file to head office.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    of 1

    CHECKLIST 

    OF DETAILS FOR PERSONNEL FILES 
    (To be filled‐in by Site Office Manager / HR Dept.) 
    Name : ……………………………………………………………….. Date of Joining : ………………………………
    Designation : …………………………….…………………………………. Location : ………………………………
    Checked &
    Sl. No Particulars Remarks, if any
    Enclosed
    1. Joining Report

    2. Copy of Date of Birth Certificate

    3. Copy of Educational Qualification Certificate(s)


    (Self attested 10th onwards Mark sheet, Degree & Certificates)
    4. Copy of Experience Certificate

    5. Copy of Certificates of the Training Undergone

    6. Copy of Appointment & Relieving Letter of Last Employer

    7. Mediclaim Nomination Form & Application Form for Sum


    Insured/Inclusion of Parents (2-Nos. Forms)
    8. Personal Accident Nomination Form

    9. PF Form No. 2 (Revised) Nomination

    10. PF Form No. 11

    11. ESI Form No.1 Declaration Form (If Applicable)


    (if gross salary less than or equal to Rs.15000/ PM)
    12. Photograph of Self – 2 Copies

    13. Photograph of Dependent – 2 Copies Each

    14. Personal Data Form

    15 Copy of Acceptance of Letter of Intent (LoI)

    16 Employees Self Declaration Form


    Form No. 12B (Form for furnishing details of income under section
    17 192(2) for Current Financial Year) with proof of certificate issued
    under section 203.
    18 Tax Declaration Form for Current Financial Year & Form-16 of last
    employer (If Applicable)
    19 Proof Of Pan (Photocopy is mandatory)

    20 Form "F" (GRATUITY)

    21 Bank Name & Account No. for Salary Transfer (Attach one canceled
    cheque)
    22 Medical Fitness Report (mention last 2-3 years major operation or
    prolonged illness, if diagnosis made)
    23 Two References with (Address, Phone No., Relation)

    24 Proof of Permanent Address & Phone (Home Town) Name Of


    Contact Person
    Note: Please tick () / cross (); whichever is applicable, in “Checked & Enclosed” column. All above information are mandatory for statutory
    compliances as well as for official record. Office Manager will be responsible for collecting and forwarding above information and data to HO.

    Checked by …………………..……….. Signature ……………………………….…………


    (Name of Site Office Manager / HR Dept.)

    Date …………………………… Location ……………………………………………

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