NEW EMPLOYEE CHECKLIST Name: Position: Employment Date: This checklist should be implemented not later than the end of the first week of employment. ALL EMPLOYEES ALL EMPLOYEES (con t.) [ ] I-9 Form [ ] Personal Phone Calls/Long Distance Calls [ ] Hours, Workweek, Weekends [ ] Co-Worker Relations [ ] Overtime [ ] Client Relations [ ] Job/Performance Evaluation [ ] Telephone System [ ] Pay Periods, First Payday [ ] Policy & Procedures Manual [ ] Pay Increases FULL TIME EMPLOYEES [ ] W-4 Forms [ ] Medical Plan (Eligibility) [ ] Vacations/Holidays [ ] Dental Plan/Short Term Disability [ ] Confidentiality Statement [ ] Disability Insurance ( LTD) [ ] Training [ ] Flexible Benefits Plan (Cafeteria Plan) [ ] Lunch Room [ ] Sick/Personal Time/Floating Holiday [ ] Personnel and Positions - Acct. Dept. [ ] Life Insurance [ ] Attendance/Punctuality [ ] 401(k) Plan [ ] Conduct/Discipline Procedures [ ] DOC Optics [ ] Dress Code TIMEKEEPERS [ ] Organizational Structure [ ] Time Sheets [ ] Introduction of Staff [ ] Billing Codes, Rates [ ] Tour of Facility [ ] Client Nos./ Matter Nos. [ ] Keys ATTORNEYS [ ] Building Pass [ ] Biography [ ] State Bar Update [ ] Parking Information [ ] LPL Form [ ] P Number [ ] [ ] Martindale-Hubbell Notes: We acknowledge that we have discussed all of the above. EMPLOYEE DATE ADMINISTRATOR DATE