HR Action to do List

There's a bunch of steps you need to do pre and post many HR actions:

This is my working list:

Hiring

 Post-verbal offer

• Offer letter
• Employment agreement
• Pre-employment BGC and drug screen authorization (If applicable)

 Post-receipt of offer docs

• send Employment doc stack
• Initiate BGC
• Follow up  Screens and BGC
• Create Employee File
• Create file checklist and stack for orientation
• Register in Finger check

Post New Employee Orientation

• complete and review finger check profile
• Set followup calendar for 30 day employee follow up, 60 day notice for 90 day review, 75 day follow up for benefits registration. 
• Verify employee login and out is registering in fingercheck
• Notify payroll with new employee registration form, DD form, and W-4
• Set up Email, if applicable
• Send out self enrollment for finger check
• Business Cards?
• Co credit Card?

Benefit Enrollment

• complete declination or enrollment form
• Notify Payroll of coming deduction
• set HSA deductions

• Send form to Blue Cross rep
• Notify HSA enrollment
• Update medical database with names
• Verify with Rep that all docs needed are in and cards are issued
• Verify with employee the both benefit and HSA debit cards have been received.

Voluntary Terminations

• Exit Interview
• return company property, cards, keys
• Remove access to cloud systems
• Set as inactive in finger check
• remove name from Time Clocks
• shut down email account
• Notify payroll of termination date.

Involuntary Terminations

• determine final pay calculations 
• Write Termination letter
• Present letter
• return company property, cards, keys
• Remove access to cloud systems
• Set as inactive in finger check
• remove name from Time Clocks
• shut down email account
• Notify payroll of termination date.
• Help them remove personal property, or inventory and mail.
• If separation pay eligible, write agreement

Workers comp claims

Post Workers Comp claims