A well-organized essential document packet will give the employee confidence that their employer is detail oriented and efficient and that all legal and financial documents are in place.
Things to include in your package might vary, but here is a list of commonly included documents:
- Federal W-4, State W-4
- Emergency Contact form
- I-9 form
- Health/Medical Benefit Enrollment form and Health Insurance Plan booklet
- COBRA form
- Direct Deposit form
- Life Insurance form
- Deferred Compensation form (401K) or Pension Enrollment form
- Credit Union form and description (optional)
- Employee Assistance Program information
- Workers’ Compensation Program information
