Post-Orientation Emailer
Sender Email
example@example.com
Client Company Information
Client Contact Name
Employee Paperwork/Enrollment Due Date:
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Select from these options to include instructions for typical orientation situations
Paperwork incomplete: later follow-up
Paperless Enrollment
Paper Enrollment via WebEx/Phone Orientation
Information Checklist
Employee original hire dates
Employee data in .CSV or .XML format including original hire dates
Copy of most recent payroll register/master control report/general ledger
Owners/partners information
Voided company check or bank account verification letter
Documentation of (FEIN) for each entity
Documentation of (SUI) number(s) for each entity
Copies of employee court-ordered garnishments
Names and inclusive dates of employees currently on LOA
Names of any employees currently on COBRA
Information on current benefits plans and termination date of each
Multiple office information, if applicable
Certificate of Insurance for GL and AL
Retirement savings plan documents
PTO policy
Job costing information
Samples of special payroll reports needed
Electronic version of client company’s logo
Insperity Contacts
Payroll Implementation Specialist/Team Information
Type
Please Select
Payroll Implementation Specialist
Payroll Implementation Team
Name
(Dallas New Accounts Team 1 or Paul Payroll)
Address
Phone
Format: (000) 000-0000.
Fax
Email
example@example.com
Client Liaison Information
Name
Business Team
Phone Number
Format: (000) 000-0000.
Fax
Email
(dna_team1@insperity.com)
Orientation Representative Information
Submit
Should be Empty: