New Employee Checklist

Employee’s Name:_______________________________ Hire Date:________________

Date Completed:____________________ By:__________________________________

q Employment Application on file.

q Personal information (birth date, phone numbers, addresses, emergency information) on file.

q W-4 forms should be completed.

q Complete state and local tax withholding forms.

q Report of new employees, filed with Department of Labor, if required by your state.

q Complete insurance application forms.

q Discussion regarding immunizations.

q Discuss infection control programs, including all policies, procedures and protective attire.

q Patient privacy practices reviewed.

q Systems/training manuals distributed and  reviewed.

q Verification of licenses and certifications. (Copies of licenses and certifications in file.)

q Hours/Work schedule, pay rate, pay days, overtime, meal, and break periods explained.

q Attendance, including whom to notify (and when) in cases of absence and tardiness.

q Instructions given on opening and locking the office.

q Opening/closing duties explained.

q Security precautions (e.g., who can be admitted to the office) and emergency policies explained.

q Personnel manual discussed with the employee. Dress/Appearance/Uniforms discussed.

q Benefits mentioned with the explanation that details will be provided when eligibility starts.

q Employee acknowledgment form completed, including the employee’s signed statement that he/she has read and understands the personnel manual.  Introductory employee information included if appropriate.

q Job description for new employee and organization chart explained.

q Date set for employee performance planning and review conference.