Accounting Employee Benefits Checklist

Accounting Employee
Benefits Checklist

This checklist is designed to ensure that all employees are fully informed about the benefits offered by our organization and to assist in the administration and tracking of these benefits.

Employee Information

Name

Employee ID

Department

Date of Hire

Benefit Enrollment and Administration

Health Insurance

  •  Enrollment Completed

  •  Beneficiary Designation Form Submitted

  •  Copy of Plan Document Received

Retirement Plan

  •  Enrollment Completed

  •  Beneficiary Designation Form Submitted

  •  Employee Contribution Percentage Set

Dental Insurance

  •  Enrollment Completed

  •  Beneficiary Designation Form Submitted

  •  Copy of Plan Document Received

Paid Time Off

  •  PTO Policy Received and Understood

  •  Current PTO Balance Acknowledged

Vision Insurance

  •  Enrollment Completed

  •  Beneficiary Designation Form Submitted

  •  Copy of Plan Document Received

Employee Assistance Program

  •  Information Packet Received

  •  Contact Information for Assistance Acquired

Life Insurance

  •  Enrollment Completed

  •  Beneficiary Designation Form Submitted

  •  Copy of Plan Document Received

Professional Development and Training

  •  Information on Programs Received

  •  Applications for Relevant Programs Submitted (if applicable)

Other Benefits

  •  Transportation/Commuter Benefits

  •  Gym Membership/Wellness Programs

  •  Stock Options/Equity Programs (if applicable)


Accounting Templates @ Template.net

Free
Accounting Service Agreement Template
Accounting Service Agreement Template
Free
Tax Credits and Incentives Information Session Poster Template
Tax Credits and Incentives Information Session Poster Template
Free
Accounting Process Improvement Plan Template
Accounting Process Improvement Plan Template
Free
Accounts Receivable Management Clinic Poster Template
Accounts Receivable Management Clinic Poster Template
Free
Cloud Accounting Solutions Webinar Invitation Card Template
Cloud Accounting Solutions Webinar Invitation Card Template
Free
Account Budget Evaluation Manual Template
Account Budget Evaluation Manual Template
Free
Non-Profit Accounting Standards Workshop Invitation Card Template
Non-Profit Accounting Standards Workshop Invitation Card Template
Free
Account Budget Sustainability Study Template
Account Budget Sustainability Study Template
Free
Accounting Internal Audit Summary Statement Template
Accounting Internal Audit Summary Statement Template
Free
Non-Profit Financial Management Seminar Flyer Template
Non-Profit Financial Management Seminar Flyer Template
Free
Accounting Internal Audit Reporting Procedure Template
Accounting Internal Audit Reporting Procedure Template
Free
Cost Reduction Strategies Session Flyer Template
Cost Reduction Strategies Session Flyer Template
Free
Financial Health Heartbeat Logo Template
Financial Health Heartbeat Logo Template
Free
Account Budget Transparency Report Template
Account Budget Transparency Report Template
Free
Tax Saver Shield Logo Template
Tax Saver Shield Logo Template
Free
Internal Audit Accounting Risk Management Manual Template
Internal Audit Accounting Risk Management Manual Template
Free
Account Budget Notification Template
Account Budget Notification Template
Free
Small Business Accounting Essentials Brochure Template
Small Business Accounting Essentials Brochure Template
Free
Accounting Internal Audit Compliance Checklist Template
Accounting Internal Audit Compliance Checklist Template
Free
Comprehensive Accounting Services Brochure Template
Comprehensive Accounting Services Brochure Template
Free
Small Business Accounting Advisor Certificate Template
Small Business Accounting Advisor Certificate Template
Free
Quarterly Accounting Internal Audit Report Template
Quarterly Accounting Internal Audit Report Template
Free
Financial Statement Analysis Specialist Certificate Template
Financial Statement Analysis Specialist Certificate Template
Free
Long-Term Internal Audit Accounting Strategy Plan Template
Long-Term Internal Audit Accounting Strategy Plan Template
Free
Payroll Accounting Confidentiality NDA Template
Payroll Accounting Confidentiality NDA Template
Free
Accounting Policy Agreement Template
Accounting Policy Agreement Template
Free
Accounting Procedures Checklist Template
Accounting Procedures Checklist Template
Free
Account Service Contract Template
Account Service Contract Template
Free
Accounting Meeting Minute Template
Accounting Meeting Minute Template
Free
Accounting Policy Manual Template
Accounting Policy Manual Template
Free
Account Procedures Report Template
Account Procedures Report Template
Free
Accounting Plan Template
Accounting Plan Template
Free
Account Compliance Assessment Template
Account Compliance Assessment Template
Free
Accounting Audit Evaluation Form Template
Accounting Audit Evaluation Form Template
Free
Accounting Policy Memo Template
Accounting Policy Memo Template
Free
Account Confidentiality NDA Template
Account Confidentiality NDA Template
Free
Accounting Procedures Case Study Template
Accounting Procedures Case Study Template
Free
Accounting Standards Handbook Template
Accounting Standards Handbook Template
Free
Accounting Procedures Guide Template
Accounting Procedures Guide Template
Free
Accounting Policy Agreement Template
Accounting Policy Agreement Template
Free
Accounting Procedures Checklist Template
Accounting Procedures Checklist Template
Free
Account Service Contract Template
Account Service Contract Template
Free
Accounting Meeting Minute Template
Accounting Meeting Minute Template
Free
Accounting Policy Manual Template
Accounting Policy Manual Template
Free
Account Procedures Report Template
Account Procedures Report Template
Free
Accounting Plan Template
Accounting Plan Template
Free
Account Compliance Assessment Template
Account Compliance Assessment Template
Free
Accounting Audit Evaluation Form Template
Accounting Audit Evaluation Form Template
Free
Accounting Policy Memo Template
Accounting Policy Memo Template
Free
Account Confidentiality NDA Template
Account Confidentiality NDA Template
Free
Accounting Procedures Case Study Template
Accounting Procedures Case Study Template
Free
Accounting Standards Handbook Template
Accounting Standards Handbook Template