Depending on the services you have selected, we need some information from you to start your Human Resources onboarding process:
|
Service Info |
HR Basics | Team Management | Compliance | Benefits Setup | Benefits Admin | Retention |
| FEIN | X | X | X | X | ||
| SUI ID | X | X | X | |||
| WC Policy Declaration Page | X | X | X | |||
| Business website | X | |||||
| Worksite address | X | X | X | X | X | X |
| Worksite Phone | X | X | X | |||
| Existing Employee Handbook and other Customized Onboarding Documents | X | X | X | |||
| List of Active Employees | X | X | X | X | ||
|
Existing Employee Certifications (Harassment, Food Safety, Alcohol Safety, COVID Vaccination Status) |
X | |||||
|
Existing Benefit Plan Contracts |
X | X | ||||
|
Existing Benefit Plan Logins |
X | X | ||||
|
Existing OSHA Injury Report Log |
X |