Human Resource Services

: : Karen Randle, Director, Human Resource Services
631.923.1595 ext. 334
G.R. Reid Consulting Services, LLC

New Employee Checklist of Information 

Clear communication is key when hiring new employees. The following is a checklist of information which should be gathered from and provided to new team members in your organization.




EMPLOYEE INFORMATION
Name     
Start date      
Employee Number      
Position      
Manager      


COMPLETED PAPERWORK
Completed Application    
New Hire Wage Acknowledgement Form
Signed Employee Handbook Acknowledgement Form                        
Harassment Policy Acknowledgement Form
Internet/Computer Usage Policy Form
I-9                                                                                            
W-4 and State Tax Forms
Non-Compete
Sales Agreement                                                                          
Medical Forms
Dental Forms
Vision Forms
401K Forms
Life Insurance
Proof of Marital Status for Spousal Benefits
Emergency Contact Form

NEW HIRE ORIENTATION POLICIES
Review key policies:
•    Anti-harassment
•    Holiday, vacation and sick leave
•    FMLA/leaves of absence
•    Time and leave reporting
•    Overtime
•    Performance reviews
•    Dress code
•    Personal conduct standards
•    Progressive disciplinary actions
•    Security
•    Confidentiality
•    Safety Emergency procedures
•    Visitors
•    E-mail and Internet use

ADMINISTRATIVE PROCEDURES
Review general administrative procedures:
•    Office/desk/work station
•    Keys
•    Mail (incoming and outgoing)
•    Shipping (FedEx, DHL, and UPS)
•    Business cards
•    Purchase requests
•    Telephones
•    Building access cards
•    Conference rooms
•    Picture ID badges
•    Expense reports
•    Office supplies

INTRODUCTIONS AND TOURS
Give introductions to department staff and key personnel during tour.
Tour of facility, including:
•    Restrooms
•    Mail rooms
•    Copy centers
•    Bulletin board
•    Parking
•    Office supplies
•    Kitchen/Cafeteria
•    Coffee/vending machines
•    Emergency exits and supplies

POSITION INFORMATION
Introductions to team.
Review initial job assignments and training plans.
Review job description and performance expectations and standards.
Review job schedule and hours.
Review payroll timing, time cards (if applicable), and policies and procedures.

COMPUTER ACCESS
 Hardware and software:
•    E-mail
•    Intranet
•    Microsoft Office System
•    Data on shared drives
•    Databases
•    Internet