Personnel Checklist

Date:_____/_____/______

........ Employment application

........ Reference reports

........ Formal job offer letter and employee acknowledgement

........ Employment contract, confidentiality agreement

........ Taxation I.D. Number:_______ - _______ - ______

........ Verification of citizenship or employment status

........ Federal, state, local tax withholding forms

........ Insurance forms: health, group life, disability

........ Physical examination reports

........ Security records

........ Performance evaluations

........ Retirement plan application

........ Receipt for benefit plan options

........ Termination agreement and exit interview

Contract law requirements

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