New Employee Checklist - Forms, Read and Signed, Copies Made, and Health Evaluation

Sep 13, 2026

New Employee Checklist consolidates onboarding paperwork and required acknowledgements, including completed forms (W-4, I-9, background check permission, job application, and health evaluation) plus items that must be read and signed such as drug and alcohol abuse, dress code, job description, dating within the workplace, and an emergency evacuation plan. It also lists documents to copy and submit, and provides an Employee Health Evaluation section requiring documentation of immunizations, TB testing, and Hepatitis B series completion, along with allergy and communicable-disease information.

LanguageEnglish

CategoryForms

FormatPDF

Pages33

Reading Time12 min

AccessFree to download

New Employee Checklist

Forms to Fill Out Completely

Read and Signed

Copies Made

Skills and Qualifications

Employer History

Employee Health Evaluation

Direct Deposit Authorization

New Employee Checklist Please let us know if you have issues checking off any of the requirements in this packet. ● Forms to fill out completely o W-4 Form o I-9 Form o Background check permission o Job application o Health evaluation o Direct Deposit information ● Read and Signed o Drug and Alcohol Abuse form o Dress code and personal appearance o Job description o Dating within the workplace o Emergency evacuation plan ● Copies Made o Driver License o Social Security Card o Food Handlers Permit o CPR & First Aid Certification o C. N.A. Certification o TB Testing* * If you have not had a TB Test within the last year, please talk to your supervisor to set up an appointment with our RN. Name and address of schools attended – Degrees/ Diplomas earned – Graduation Dates ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ Skills and Qualifications: Licenses, Skills, training, awards, or other: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ________________________ 1.) Employer: ___________________________________________________________________________ Address: ________________________________________________________________________________ Supervisor: _____________________________________________________________________________ Phone Number: Email: __________________________________ Position Title: __________________________________________________________________________ Date employed from: to: Responsibilities: ____________________________________________________________________________________ ______ Salary: Reason for Leaving: ____________________________________________________________________________________ ______ 2.) Employer: ___________________________________________________________________________ Address: ________________________________________________________________________________ Supervisor: _____________________________________________________________________________ Phone Number: Email: __________________________________ Position Title: __________________________________________________________________________ Date employed from: to: Responsibilities: Salary: Reason for Leaving: ____________________________________________________________________________________ ______ May we contact your previous employers? Yes No Employee Health Evaluation It is mandatory for all health care professionals to have a TB test done and also a Hepatitis B series completed. Please attach a record of your immunizations to this form. If you have not received a Hepatitis B series or TB test, please see the RN for more information. Name: Social Security Number: - - Address: _______________________________________________________________________ Street address City State Zip Job Title: Phone Number: ___________________________ Family Physician: Contact Number: ________________________ Emergency Contact: Relationship: __________________________ Address: Phone Number: ________________________ Do you have any allergies to (Circle all that apply): A. Latex or Vinyl C. Chemicals/Household products E. Pollens/dust B. Foods D. Soaps/personal care products F. Clothing/gloves Circle the answer that describes the communicable diseases, vaccinations, or antibody titers you have h

FAQs

Which forms must be completed as part of the onboarding packet?

The packet requires fully completed W-4, I-9, background check permission, job application, health evaluation, and direct deposit information.

What documents are listed under “Copies Made”?

It lists a driver license, Social Security card, Food Handlers Permit, CPR & First Aid certification, C. N.A. certification, and TB testing (with guidance if the last TB test was not within the past year).

What health-related requirements are mandatory in the Employee Health Evaluation?

For all health care professionals, the packet states a mandatory TB test and completion of a Hepatitis B series, and it asks employees to attach immunization records and provide details for additional communicable-disease/vaccine information.

Sep 13, 2026

Uploaded by Quinn Holloway