[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              
                           
                           

Click filename below to access file

Orientation_Checklist_2.xls




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