| [Firm Name] |
| Orientation Checklist |
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Name |
|
|
|
|
|
|
|
|
|
|
|
|
| Position |
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bitmap
|
Full-Time |
Bitmap |
Part-Time |
Bitmap |
Temporary |
|
|
Bitmap |
Date Employed |
|
|
|
| Bitmap
|
Billing Rate |
|
Bitmap |
Hrly. Cost |
|
|
|
|
|
|
|
|
| Bitmap
|
Counselor's Name |
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Initial Each Item When Complete or Mark N/A |
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Employment Forms & Materials |
|
|
Employee Benefits |
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| Bitmap
|
New Employee Employment Contract |
|
|
Bitmap |
Medical/Dental Insurance |
|
|
| Bitmap
|
Personal Data Form |
|
|
|
|
Bitmap |
Initial COBRA Notice |
|
|
| Bitmap
|
Withholding Information (Form W-4) |
|
|
Bitmap |
Long-term Disability Insurance |
|
|
| Bitmap
|
Form I-9 |
|
|
|
|
|
|
Bitmap |
Personal Choice Account |
|
|
| Bitmap
|
Employee Handbook |
|
|
|
|
Bitmap |
Commute Reimbursement Expense Account |
| Bitmap
|
Receipt of Employee Handbook |
|
|
Bitmap |
Direct Deposit Payroll |
|
|
| Bitmap
|
Quality Control Document |
|
|
|
Bitmap |
Parking Space (if applicable) |
|
|
| Bitmap
|
Independence Questionnaire |
|
|
Bitmap |
Information Only: |
|
|
|
| Bitmap
|
Systems Passwords/Businesscard Info. |
|
|
Group Life Insurance (6-month waiting period) |
| Bitmap
|
Security Pass |
|
|
|
|
|
401(k) Plan (1-year service requirement) |
| Bitmap
|
Entry Combination |
|
|
|
|
|
Profit-sharing Plan (1-year service requirement) |
| Bitmap
|
Phone & Voicemail Instructions |
|
|
|
|
|
|
|
|
| Bitmap
|
Long-distance Access Card |
|
|
Other |
|
|
|
|
| Bitmap
|
Timesheet & Expense Report |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
Bitmap |
Check for Cleanliness |
|
|
| Notifications |
|
|
|
|
|
Bitmap |
Set Up Computer |
|
|
|
| |
|
|
|
|
|
|
|
Bitmap |
Put Out Supplies |
|
|
|
| Bitmap
|
Systems Administrator |
|
|
|
|
Bitmap |
Put Out Federal Tax Handbook, Depreciation Guide, |
| Bitmap
|
Front Desk |
|
|
|
|
|
|
Federal Package X (2 volumes) |
|
| Bitmap
|
Routing Binder |
|
|
|
|
Bitmap |
Add to e-mail group(s) in Outlook |
|
| Bitmap
|
Building Security |
|
|
|
|
|
|
|
|
|
|
| Bitmap
|
Dept. of Justice, Employer Reporting Program |
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|