Human Resources Office
Diocese of Stockton
Rev 2015
NEW EMPLOYEE CHECKLIST
______
Employee’s Name
Please date each action as it is performed. Upon completion, the new employee and supervisor sign and date the checklist.
______Supervisor completes “Personnel Transaction” form and mails/emails to Diocesan Benefits Administrator (212 N. San Joaquin, Stockton, CA 95202 or , or fax to 209-373-4281).
______Employee completes and returns to supervisor “Emergency Contact” section on above form.
______Employee completes W-4; Supervisor submits W-4 to payroll (Note: Members of religious congregations must have a “Work Agreement” completed by the Employer and signed by their congregation; members of religious congregations do not complete a
W-4).
______Employer and Employee completes I-9; I-9 is filed in a file separate from
Personnel files.
______Employer discusses Employee Handbook; Employee is given copy of
Employee Handbook.
______Employee signs and returns “Acknowledgement of Receipt of Handbook.” (On back page of Employee Handbook.)
______Employee receives copy of his/her Job Description; Supervisor and Employee discuss key elements.
______Employee receives Employee Safety Information (Injury and Illness Prevention Program).
______Employee receives Division of Workers’ Compensation information and “Notice to Employees”
______Employee receives Continuation of Benefits and Family and Medical Leave information
______Employee receives information about evacuation and emergency response
plans.
New Employee Checklist
Human Resources Office
Diocese of Stockton
Rev. 2015 page 2
______If benefits eligible (30+ hrs/wk), Supervisor discusses insurance benefits with employee;
Employee is provided with benefits packet, which includes enrollment/waiver forms for:
□ Medical/ Vision Ins. □ Direct Deposit
□ Dental Insurance □ Flex Spending
□ Student Verification Form □ Voluntary Life
□ Long Term Disability □ Voluntary Tax Deferred Savings Plan (403.b)
□ Summary Plan Descriptions (SPD located on Diocesan website)
□ Symetra Life Insurance – Beneficiary Form
□ Universal Enroll/Decline Form (if enrolling dependents)
______Employee is given office keys, security codes, etc. as appropriate.
______Supervisor gives employee a tour of the facility and introduces
new employee to work colleagues.
______Employee is introduced through bulletin, newsletter, website, email and/or other
communication mediums.
______As appropriate, Employee receives all information about Safe Environment Program including where to be fingerprinted and how to complete the on line training,
Shield the Vulnerable, as a mandated reporter. All completion forms should be retained in the location’s files.
SCHOOLS ONLY:
______Supervisor and Employee discuss and sign Clute Bill
(Clute Bill is filed in Employee’s personnel file).
______Employee and Supervisor sign contract; Employee receives copy of contract.
______
Employee’s Signature Date Supervisor’s Signature Date
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