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  • Steps Forward New Hire Checklist

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    dawn
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    This document provides a new employee checklist that includes forms and tasks to be completed for a new hire. The checklist is divided into completed employee forms such as application materials, I-9, W-4, direct deposit, and credentials. The second section is for office use only and includes background checks, payroll setup, computer login information, EMR access, and an employee orientation. Upon completion of the checklist, the new employee will be onboard and have all relevant access and information.

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    This document provides a new employee checklist that includes forms and tasks to be completed for a new hire. The checklist is divided into completed employee forms such as application materials, I-9, W-4, direct deposit, and credentials. The second section is for office use only and includes background checks, payroll setup, computer login information, EMR access, and an employee orientation. Upon completion of the checklist, the new employee will be onboard and have all relevant access and information.

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    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    6 views1 page

    Steps Forward New Hire Checklist

    Uploaded by

    dawn
    This document provides a new employee checklist that includes forms and tasks to be completed for a new hire. The checklist is divided into completed employee forms such as application materials, I-9, W-4, direct deposit, and credentials. The second section is for office use only and includes background checks, payroll setup, computer login information, EMR access, and an employee orientation. Upon completion of the checklist, the new employee will be onboard and have all relevant access and information.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
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    New Employee Checklist

    Employee name DOB Hire date Manager

    Completed Employee Forms


    Application form
    Curriculum vitae or resume
    Job description
    Handbook and Handbook Acknowledgement Form
    Confidentiality Agreement
    Form I-9
    Form W4 – Federal
    Form W4 – State
    Direct Deposit Authorization
    Voided check or photocopy
    Proof of address (driver’s license or state ID)
    Proof of citizenship or immigration status (Birth Certificate, passport, green card, etc.)
    Social Security Card
    Educational credentials (diploma, GED, certifications or licenses)
    Immunization records
    HIPAA training
    OSHA training
    One or two references with contact information

    FOR OFFICE USE ONLY


    New employee hire forms (filled out by hiring individual)
    Background check
    Reference check
    Payroll account and pay schedule
    Active directory and computer login
    Merchant processing login
    Time clock login
    EMR login
    Key Receipt Acknowledgement
    Benefits enrollment
    Employee orientation
    90-day performance review and probation period

    Disclaimer: While the information and guidance provided in this document is believed to be current and accurate at the time of posting, it is not intended to be and should not be construed to be or
    relied upon as legal, financial, or consulting advice. Before use, each document should be tailored to the unique nature of your practice, including applicable state law. Consult with an attorney and
    other advisors. References and links to third parties do not constitute an endorsement or sponsorship by the AMA, and the AMA hereby disclaims all express and implied warranties of any kind in the
    information provided.

    © 2023 American Medical Association. All rights reserved.

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