New Hire Orientation Checklist

Use this checklist to ensure that you have distributed the necessary information to the newly hired employee, and to ensure that you have collected the required materials from the new employee. Check the left column as materials are distributed, and check the right column as materials are collected from the newly hired employee.


Distributed

Item Name

Collected


Medical and dental plan comparisons (if multiple medical or dental plans offered)



Medical and dental plans Summary Plan Descriptions (SPD)



Medical and dental plan enrollment information (including health plan premiums charged to employees and/or dependents) and enrollment forms



Health plan provider directory (if your health plan offers a provider network)



Flex Spending Plan and Enrollment form



Other benefit literature and enrollment forms



Certificate of Dependents as "Late Enrollees" (See sample form required by state of California)



Disability plan enrollment information and enrollment forms



State disability brochure (in states where required, such as California)



Initial COBRA notification



Credit Union brochure (if applicable)



Company Ethics and Conduct rules (if not previously mailed)



Business Ethics Policy (if not previously mailed)



Conflict of Interest Policy (if not previously mailed)



Use of Company Property Policy



Internet and E-mail Usage Policy



Equal Employment Opportunity Policy



Employee Agreement (see sample)



Federal income tax form (W4) (in PDF)



State income tax form (for California - in PDF)



Automatic paycheck deposit authorization form, if applicable (see sample)



Time Sheet or Time Card for Non-Exempt Employees (see sample Time Sheet)



Employment Eligibility Verification (I9) Form



Self identification form (for legally required reporting and tracking - See sample form and refer to the Affirmative Action Process)



Business Card Request form (see sample)



Emergency contact form (see sample)


Use HRSource to manage your checklists. You can set up all your checklists in HRSource to check off completed actions and to report on incomplete actions.

Note: To print the "New Hire Orientation Checklist," go to the Microsoft Word version.

 

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