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| New Employee Check List |
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| Name: |
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Office: |
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CPA |
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| Dir 1st Imp |
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Admin Assist |
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Cl Service Specialist |
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Cl Service Rep |
Cl Service Rep Intern |
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1. Send new employee packet, [Firm Name] pin, [Firm Name] portfolio & [Firm Name] plaque to appropriate office manager. |
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2. Add to Time & Billing. |
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Set up the I.D. number in the T&B program. |
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Email I.D. number to appropriate person. |
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Get budget hours from office manager and enter into T&B. |
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Get pay rate from office manager for payroll. |
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3. Send email to all administrative staff noting name and when they are starting. |
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4. Technology |
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Address computer needs |
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Set up email address and add to appropriate groups |
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Add to Web page if professional staff |
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5. Set up personnel file. |
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Received the completed Orientation Checklist from the Office Mgr. |
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Personnel Report Data sheet |
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I-9 (with appropriate attachments) |
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Cross Check SS Card Data W/Personnel Sheet |
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Direct Deposit form |
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W-4 (federal w/h) |
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IT-4 (state w/h) |
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Independence form |
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Employee Acknowledgment Form |
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Copy of CPA |
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Copy of Diplomas |
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Resumes and letters |
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Anthem enrollment/change form & payroll election amount |
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Certificate of Insurance Coverage from prev. provider |
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AICPA life insurance application |
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Flexible Spending Election form |
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LTC application |
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LTD card |
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Software Competency Self-Evaluation form-give to [Name]. |
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Employment Application & Disclosure Authorization |
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Signed SEC Passive Investor Rules sheet |
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Notify [Name] of new employee if he/she is a CSR. |
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6. Enroll new employee into all insurances. |
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Mail Cobra Continuation Coverage Notice (RRR) |
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Mail the enrollment form to provider (ATTN: Enrollments), keep a copy for the employee file. |
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Add to (firmdata) Insurance Census. |
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Send employee their insurance card(s). |
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Mail the LTC election form to provider, and put a copy in the provider workfile and wait for acceptance letter. |
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Put the LTD election card in the provider workfile and enroll after 30 day grace period. |
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Make a copy of the life ins application & put in AICPA workfile, mail original to AICPA for coverage. |
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If we receive a proof of insurance from previous provider, fax to Anthem, mail original and keep a copy in emp file. |
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Give copy of 401K enrollment to Pam K. w/my initials-top right hand corner. |
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Send email to Bobbie H. to add to birthday list. |
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Set up benefits in T & B. |
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Place name and date on Awards program-Length of Service Sheet |
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7. Add to Emp list with codes.xls, Year End Book & Emp Benefit Adj Dates Sheet |
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8. Set up in payroll with employee #. |
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