Add Employee – New Hire Checklist

Add Employee – New Hire Checklist

New Hire Checklist

Sign and Complete:

• IRS I-9
• IRS W-4
• Banking Information for payroll direct deposit (Blank Check)
• Employee Handbook
• 401k Forms

Create a New Employee Folder (manila tabbed folder with employees last name, first name)

Make a copy of Drivers License & SSN card and keep on file

File Signed Documents in New Employee Folder and store in HR filing cabinet

Upload New Employee Information

• Customer Factor
  • Add New Employee > Employees (bar) > Add > Set Info, Upload photo, upload drivers license, upload ssn card, upload banking information, set hourly rate and connect to clock in/clock out.
  • Create New User:
    • Log into customer factor > My account > Manage users > Fill out Add New User form below current users:
      • User Name: vr*first initial**lastname* (Bobby Jones user name is: vrbjones)
      • Password: last five digits of Social Security Number (SSN is 555-55-2415, password is 52415)
      • Connect new user to new employee
      • Set permissions to No > Allow: Allow All calendars, Select Employee for time tracking, Allow All Jobs, View All Appointments – No, set subuser to the employee, View appointments set to Nobody, 7 days in the past and 4 weeks in the future, Do not allow schedule blocking, do not display email address, do not display job pricing
• surepayroll.com
• sure401k.com