newhirechecklist

2023年12月6日發(作者：因修)

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New Hire Checklist

Below is a t of New Hire Checklists containing mandatory and optional steps

necessary to prepare for your entry to the Department of Education. We have provided

this checklist to help you keep track of the steps to take prior to your first day, on your

first day and soon after your first day. You will also find a point of contact for each step

in the process.

New Hire Checklist

Step Step Description Status Notes

#

Pre-Arrival Steps

1 Review Offer Letter.

2 Review Welcome Packet.

3 Complete Table A, Important This is an optional worksheet for

Contact and First Day you to u to keep track of your

Information. important contact and

transportation information on your

first day.

4 Complete Table B, New Hire

Forms.

5 Complete the online e-QIP Information on how to complete

process (if applicable). this may be found in your Offer

Letter.

6 Review Table C, Uful Online

Information.

7 Complete Table D, What to Bring

on Your First Day.

8 Contact your Concierge or your The are your Points of Contact

Ambassador with questions. throughout the process. Contact

them with any questions or issues.

You may find their contact

information in the Welcome

Packet Letter.

/about/offices/list/om/onbComplete the New Employee

9

oard/docs/

Cyber Security and Privacy

Orientation 2012 and print and

sign the certificate located at the

end of the training.

On Your First Day

10 Complete EDStart. on. See the EDStart Live Logistics

Document for this information

(included in your Welcome

Packet).

Step Step Description

#

11 Submit all necessary paperwork

(from Table B).

New Hire Checklist

Status Notes

Bring printed copies of any forms

marked “Required” if you have not

been directed to submit them

electronically. In addition, you

may bring benefits forms on this

day if you have completed them.

Your Ambassador will provide you

with this tour.

Your Supervisor will provide you

with this overview.

12 Meet your Ambassador after

EDStart Live.

13 Travel to your Principal Office

(PO) work location.

14 Tour the office (restrooms, break

rooms, vending areas, mail

center, emergency exits) and

meet colleagues.

15 Ensure you understand

telephone, email and network

systems.

16 Discuss basic office policies with

your Supervisor (lunch breaks,

work hours, down time).

Within 2 Weeks after your First Day

17 Complete the Department of

Education (ED)’s Cyber Security

and Privacy Awareness Training

2012.

18 Meet with your Supervisor to

discuss the mission of your PO

and how your job responsibilities

and performance expectations

will contribute to accomplishing

strategic goals.

19 Understand how the Mission of

your PO supports that of ED and

its strategic objectives.

20 Become familiar with the

ConnectED intranet website

().

21 Familiarize yourlf with the

Employee Express online lf-rvice program.

Mandatory

If you have questions, contact

your Ambassador or Concierge.

If you have questions, contact

your Concierge.

Step Step Description

#

22 Learn how to complete the bi-

weekly Time and Attendance

Form.

23 Ask about regional amenities

(daycare, gym membership, etc.).

24 Introduce yourlf to your co-

workers.

25 Ask your Supervisor to introduce

you to leadership (as applicable).

26 Meet with your Supervisor to

discuss types of leave and how

to request approval for leave.

27 Establish your work schedule

with your Supervisor.

28 Check with your Supervisor to

e whether you need to

complete public or confidential

financial disclosure report.

Within 30 Days after your First Day

29 Receive and review your

electronic Notification of

Personnel Action (SF-50) form.

30 Prepare EDPAS Agreement with

input from your Supervisor.

31 Understand the mission of your

PO, its work, and gain an

understanding of internal policies

and procedures.

32 Input contact information for

Employee Locator System

(optional).

33 Confirm that you have access to

all applicable software on your

computer.

34 Understand the Department’s

Employee Assistance Program

(EAP).

35 Complete E2 Government Travel

Cardholder Training if your

position will involve travel.

/doc_img/

New Hire Checklist

Status Notes

If you have questions, contact

your Supervisor.

If you have questions, contact

your Ambassador.

If you have questions, contact

your Concierge.

If you have questions, contact

your Concierge.

If you have questions, contact

your Supervisor.

If you have questions, contact

your Concierge.

If you have questions, contact

your Concierge.

Step Step Description

#

Complete the mandatory “No

36

Fear Act” computer-bad

training, available on the Talent

Management System (TMS) at

Complete Internal Controls

training within first 30 days.

Computer-bad training is

available on the Talent

Management System (TMS) at

Complete Privacy act training

within first 30 days computer-bad training, available on the

Talent Management System

(TMS) at

37 Complete Health Benefits Forms

(only if you are a new Federal

employee) and submit to:

Human Capital Client Services,

Room 2E233, LBJ.

38 Complete any PO or job-specific

training as recommended by your

Supervisor.

New Hire Checklist

Status Notes

If you have questions, contact

your Concierge.

This step should be completed

within 60 days after your EOD

date (start date).

If you have questions, contact

your Concierge.

Every position may not require

additional training, but ask your

Supervisor if there is any training

you need to complete specific to

your job function or PO.

If You are a Federal Government Transfer:

39 Check with your TRH Specialist

to ensure pickup Notification of

Personnel Action (SF50) has

been nt to previous

government agency.

40 Provide your last Leave and

Earning Statement as well as the

last performance appraisal to

HCCS / FSA HR ensuring the

update of your leave balance and

confirming that the last

performance rating is on file in

FPPS.

NEW HIRE EOD Worksheet (Optional)

Table

A

TRH

Specialist

Optional: Before your first day, complete this

information for your own reference:

Name

Email Address

Phone Number

Concierge Name

Email Address

Phone Number

Ambassador Name

Email Address

Phone Number

Supervisor Name

Email Address

Phone Number

Office / Cubicle

First Day

Date

Time

EDStart Address

Public Transit or

Parking Information

for EDStart

Address of Principal

Office (work location

after EDStart)

Public Transit or

Parking Information

for work location

after EDStart

Other Notes

Welcome Letter

Offer letter

Welcome Letter

Welcome Letter

Information

Source

Offer Letter

Welcome Packet

Table

Offer Packet Items to Complete Prior to First Day (EDStart Live)

B

Bring your completed copy of each item to EDStart Live.

Item #

Form

Notes

Completed?

1

Your State Income Tax Withholding Fill out the appropriate form

Form

bad on your state of

residence.

2

W4 Income Tax Withholding Form

Required

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

SF 1199 Direct Deposit Forms

(Include voided check to show bank

and account info if applicable.)

CD525 Address Form

SF181 - Race and Ethnicity

Identification

SF 256 - Self Identification of

Handicap

SF 144 - Prior Federal Service

I9 - Employment Eligibility

Verification to be completed on your

first day during your in-processing

Fair Credit Relea Form

SF 1152 Designation of Beneficiary

(Civilian Employment)

SF 2823 Designation of Beneficiary

(FEGLI)

SF 2817 - Life Insurance Election

Form (optional)

SF 3102 Designation of Beneficiary

(FERS)

Transit Benefit Application

TSP 1 TSP Enrollment Form

TSP 3 Change of Beneficiary Form

Certification pages from e-QIP

Online Process

Required

Required

Optional

Required

Required – if transferring from

another federal agency

Required

Required

Complete if applicable

Complete if applicable

Complete if applicable

Complete if applicable

Complete if applicable

Complete if applicable

Complete if applicable

Leave yourlf 4-8 hours to

complete e-QIP online

process (you may save and

come back in later). This is

required unless you have

been granted reciprocity.

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