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| New Hire and Orientation Checklist |
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Name |
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Start Date |
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Address |
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Telephone |
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Cell |
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Fax |
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Completed |
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| Prior to first day of work: |
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Initial |
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Date |
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Establish permanent personnel folder and insert the following: |
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Resume |
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Application form |
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Reference check |
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Offer and acceptance letter with start date and salary |
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Transcript (if required) |
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Send welcome announcement memo |
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Assign/indicate the following: |
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Annual compensation |
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Desk |
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Type of computer |
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Employee billing rate |
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Employee number |
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CPA |
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Birthdate |
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Level/title |
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Passwords |
network |
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tax preparation |
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Referral |
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agency/employee |
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fee |
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Social Security # |
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Telephone extension |
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Notify the following departments: |
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Office |
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Bookkeeping |
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Technology |
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Quality Control |
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Switchboard |
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Tax administration |
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Time and billing |
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Word processing |
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| First day of work: |
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Payroll tax forms |
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W-4 |
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State form (non-resident earnings tax) |
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Notify Dept of Tax and Finance |
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I-9 form (copy of driver's license & social security card) |
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Explain insurance plans: |
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Major medical |
Oxford (option to decline) |
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Dental |
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Aetna |
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Group life |
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Prudential |
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Long term disability |
Prudential |
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Life + AD&D |
Met Life |
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401k enrollment and designation |
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Distribute: |
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Current telephone list |
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Discrimination and sexual harassment policy |
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Independence representation form |
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Personnel manual |
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Staff schedule |
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Review the following policies and procedures: |
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Conference rooms |
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Confidentiality |
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CPA review course |
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CPE |
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Dress code |
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Evaluation process |
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Filing system |
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Holidays |
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Kitchen |
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Laptop computer receipt and acknowledgment |
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Mail and courier procedures |
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Payroll/direct deposit |
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Personnel manual receipt and acknowledgment |
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Photocopying |
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Office hours |
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Office supplies |
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Overtime policy |
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Salary review |
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Scheduling process |
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Sick/personal days |
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Sunshine Club |
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Telephone system & messages |
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Time sheets and expense reports |
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Transit checks |
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Vacation |
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Voice-mail |
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Introduce new employee to personnel in office |
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Office tour including filerooms, supplies, coffee areas, restrooms, etc. |
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Give to Bookkeeping: |
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W-4 |
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transit check election |
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copy of check for direct deposit |
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Sunshine Club form |
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Medical |
family/single/decline |
PPO/POS |
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Dental |
family/single/decline |
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| Office |
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Name |
0 |
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Start Date |
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1/0/00 |
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Completed |
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| Prior to first day of work: |
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Initial |
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Date |
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Desk |
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Employee number |
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CPA |
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0 |
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Level/title |
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Telephone extension |
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Set-up/order: |
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Access to long distance |
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Building access card |
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Business cards |
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Keys to office |
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Mailbox |
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Name tag or plate |
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Supplies |
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Voice-mail set-up |
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| First day of work: |
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Distribute: |
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Building access card |
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Business cards |
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Calculator |
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Firm calendar |
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Keys to office |
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Name tag/plate |
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Office floorplan |
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Office supplies |
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Policies & procedures - A&A |
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Policies & procedures - Tax |
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| Bookkeeping |
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Name |
0 |
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Start Date |
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1/0/00 |
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Completed |
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Initial |
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Address |
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Annual compensation |
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0 |
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Employee number |
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0 |
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Birthdate |
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1/0 |
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Level/title |
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0 |
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Referral |
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agency/employee |
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fee |
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0 |
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Medical |
family/single/decline |
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0 |
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Dental |
family/single/decline |
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0 |
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Social Security # |
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0 |
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Telephone |
home |
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Set-up employee in ADP |
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Name |
0 |
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Start Date |
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1/0/00 |
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Completed |
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IT |
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Initial |
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Date |
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Desk |
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Employee number |
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Type of computer |
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0 |
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Level/Title |
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0 |
0 |
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Passwords |
network |
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tax preparation |
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Telephone extension |
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0 |
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Load special software needs |
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Distribute computer |
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Laptop # |
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| Quality Control |
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Name |
0 |
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Start Date |
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1/0/00 |
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Completed |
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Initial |
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Date |
| |
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| |
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| |
Desk |
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0 |
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| |
Employee number |
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0 |
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| |
Level/Title |
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0 |
0 |
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| |
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A&A orientation |
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| Switchboard |
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| |
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| |
Name |
0 |
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|
Start Date |
|
1/0/00 |
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| |
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Completed |
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Initial |
|
Date |
| |
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| |
Desk |
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0 |
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| |
Telephone extension |
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0 |
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| |
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| |
|
Daily location sheet |
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| |
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| Tax administration |
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| |
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| |
Name |
0 |
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|
Start Date |
|
1/0/00 |
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| |
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| |
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Completed |
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Initial |
|
Date |
| |
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| |
Desk |
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0 |
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| |
Employee number |
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0 |
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| |
Telephone extension |
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0 |
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| |
Level/title |
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0 |
0 |
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| |
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| |
Set-up: |
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Tax system rights |
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| |
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Tracking system |
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| |
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| |
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| Time & Billing |
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| |
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| |
|
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| |
Name |
0 |
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|
Start Date |
|
1/0/00 |
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| |
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Completed |
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Initial |
|
Date |
| |
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| |
Employee billing rate |
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0 |
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| |
Employee number |
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|
0 |
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| |
Level/title |
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0 |
0 |
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| |
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| |
Set-up |
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| |
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| |
|
[Software 1] |
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| |
|
[Software 2] |
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| |
|
[Software 3] |
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| |
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| Word Processing |
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| |
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| |
|
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|
| |
Name |
0 |
|
|
|
Start Date |
|
1/0/00 |
|
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| |
|
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| |
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Completed |
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| |
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| |
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Initial |
|
Date |
| |
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| |
Telephone extension |
|
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0 |
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| |
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| |
Address |
0 |
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| |
|
0 |
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| |
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0 |
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| |
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|
| |
Telephone |
0 |
|
|
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|
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| |
Cell |
0 |
|
|
|
|
|
|
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|
| |
Fax |
0 |
|
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| |
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|
| |
Add to: |
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| |
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| |
|
Phone directory |
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| |
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| |
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| |
|
Address list |
|
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| |
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| Marketing |
|
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| |
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| |
|
|
|
|
|
|
|
|
|
|
| |
Name |
0 |
|
|
|
Start Date |
|
1/0/00 |
|
|
| |
|
|
|
|
|
|
|
|
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| |
|
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| |
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|
Completed |
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| |
|
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| |
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|
|
|
|
Initial |
|
Date |
| |
|
|
|
|
|
|
|
|
|
|
| |
Telephone extension |
|
|
|
0 |
|
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| |
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|
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|
|
|
|
|
| |
Address |
0 |
|
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|
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|
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| |
|
0 |
|
|
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| |
|
0 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| |
Telephone |
0 |
|
|
|
|
|
|
|
|
| |
Cell |
0 |
|
|
|
|
|
|
|
|
| |
Fax |
0 |
|
|
|
|
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| |
Level/title |
|
|
|
0 |
0 |
|
|
|
|
| |
|
|
|
|
|
|
|
|
|
|
| |
Add to: |
|
|
|
|
|
|
|
|
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| |
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|
|
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|
| |
|
[Marketing Software] |
|
|
|
|
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| |
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| |
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|
