NEW HIRE ONBOARDING CHECKLIST

ORIGINAL
STATUS TASK NAME COPY IN FILE
FILE

Frank Carlson
Yellow Assemble Personnel File - Frank Carlson - -
Green Frank Carlson - Job description X X
Green Frank Carlson - Resume X X
Green Frank Carlson - Offer letter
Frank Carlson - Confidential information,
Green inventions, nonsolicitation & noncompete
agreement
Frank Carlson - Background check (level 1
Green
clearance only)
Frank Carlson - Bounty request for employee
Red
referral
Yellow Frank Carlson - W-4
Yellow Frank Carlson - Direct deposit form
Green Frank Carlson - Employment application X X
Red Frank Carlson - Personal data intake form
Frank Carlson - Employee manual
Red
acknowledgement
Red Benefit Enrollment - Frank Carlson - -
Green Frank Carlson - Healthcare application form
Yellow Frank Carlson - Bank HSA form
Yellow Frank Carlson - Section 125 FSA form
Red Frank Carlson - 401(k) election form
Jacob Senmark
Red Assemble Personnel File - Jacob Senmark
Red Jacob Senmark - Job description 1
Red Jacob Senmark - Resume 1
Red Jacob Senmark - Offer letter
Jacob Senmark - Confidential information,
Red inventions, nonsolicitation & noncompete
agreement
Jacob Senmark - Background check (level 1
Red
clearance only)
Jacob Senmark - Bounty request for employee
Red
referral
Red Jacob Senmark - W-4
Red Jacob Senmark - Direct deposit form
Red Jacob Senmark - Employment application
Red Jacob Senmark - Personal data intake form
Jacob Senmark - Employee manual
Red
acknowledgement
Red Benefit Enrollment - Jacob Senmark - -
Red Jacob Senmark - Healthcare application form
Red Jacob Senmark - Bank HSA form
Red Jacob Senmark - Section 125 FSA form
Red Jacob Senmark - 401(k) election form
 COPY TO
ENTER
ORIGINAL TO COPY TO BENEFITS COPY TO
ENROLLMENT ASSIGNED TO
PAYROLL PAYROLL COORDINATO BANK
ONLINE
R

- - - - -
Shari Wise
Shari Wise
Shari Wise

X X Kennedy Kerrigan

Alex Bright
Anthony Gruenelli
X X Kennedy Kerrigan
X Kennedy Kerrigan
Alex Bright
Alex Bright
X Shari Wise
- - - - -

1
- - - - -

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DUE DATE DEPT JOB TITLE HIRING MANAGER HIRE TYPE START DATE

Marketing Director Anthony Gruenelli

HR
HR
01/14/17 HR

01/14/17 HR

01/14/17 HR
01/21/17 Finance
01/14/17 Finance
01/14/17 Finance
01/09/17 HR
01/09/17 HR
01/18/17 HR

Accounting Associate Corrine Jones

ng Checklist in Smartsheet
COMPENSATIO REFERRAL
N SOURCE
NEW HIRE ONBOARDING CHECKLIST - DISCUSSION
Row 2 Discussion Title

Comments

Row 10 Discussion Title

Comments
BOARDING CHECKLIST - DISCUSSIONS
Personnel & Enrollment Forms Brent Frei (Smartsheet)
Send these along with instructions to the newly employee. Ask that
they email back scanned executed copies and deliver the signed hard
copies in person. Brent Frei (Smartsheet)

Frank Carlson - Bounty request for employee referral Tyler Marquardt

Anthony, who was the individual who referred employee? Tyler Marquardt
2/28/2016 14:53

2/28/2016 14:53

08/13/15 10:55 AM
08/13/15 10:55 AM