Legal Format Checklist for Employee

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1. Pre-Employment Documents

• Job Application Form

• Background Check Authorization

• Employment Offer Letter

• Employment Agreement

• Non-Disclosure Agreement (NDA) (if applicable)

• Non-Compete/Non-Solicitation Agreement (if applicable)

2. Personal Identification Documents

• Identification document (e.g., passport, driver’s license)

• Proof of Work Eligibility (e.g., work visa, residence permit, Social Security card)

• Tax Documents (e.g., W-4, P45/P60)

3. Employee Benefits Enrollment

• Health Insurance Enrollment Forms

• Retirement Plan Enrollment Forms

• Beneficiary Designation Forms

4. Onboarding Documents

• Employee Handbook Acknowledgment

• Safety and Health Training Acknowledgment

• Harassment and Discrimination Policy Acknowledgment

• Code of Conduct Agreement

5. Payroll and Compensation

• Direct Deposit Authorization

• Salary and Benefits Documentation

6. Ongoing Employment

• Performance Review Documents

• Training Certifications

• Updated Tax Forms

7. Termination Documents

• Notice of Termination/Resignation

• Final Paycheck and Benefits Information

• Exit Interview Form

• Return of Company Property

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