Follow the steps to fill out the New Employee Checklist seamlessly.

1. Click ‘Get Form’ button to access the New Employee Checklist and open it for completion.
2. Begin by entering the name of the employee and their branch in the designated fields.
3. Fill in the date of hire and the rate of pay accurately.
4. Carefully review the checklist items to ensure that all required documents and forms are included and filled out correctly before submitting to Human Resources.
5. Ensure that the employee’s I-9 form is completed, scanned, and emailed to HR on their first day; retain the original in the I-9 file at the branch.
6. Confirm that the job application is filled out completely, including the background check authorization forms.
7. Include the ERI and Wonderlic tests along with their results in the employee file.
8. Document the two references contacted by filling in their names.
9. Verify that the pre-employment drug screen results are included.
10. Ensure the background check results are available and noted.
11. If applicable, confirm that DMV background check results for employees driving a company vehicle are provided.
12. Make sure that the most recent version of the employee handbook is signed.
13. Ensure all pages of the Tech Guide are signed for technicians and sales team members.
14. Confirm that the At-Will agreement is filled out and signed by both the employee and the branch manager.
15. Review that the Federal W-4 and State Tax withholding forms are completed.
16. A copy of the employee's Driver’s License must be maintained on file.
17. As applicable, gather and file copies of any licenses, certificates, or training documentation.
18. If the employee will be using their own vehicle for work, obtain a copy of their insurance with the company as a named insured.
19. If a respirator fit test is relevant, ensure it has been completed.
20. If applicable, document the equipment list issued to the employee.
21. Record whether the employee has accepted or waived health insurance and remind them they can change their decision during their probationary period.
22. Ensure a company ID and uniform have been ordered for the employee.
23. Email Janelle with the employee’s name, branch, and the last four digits of their Social Security number for Intranet access.
24. Fill out the I-9 completely; the original should be scanned/emailed to HR, and filed securely with all I-9 documents.

Start completing your New Employee Checklist online today!