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Transfer Checklist - Receiving
Printable Transfer Checklist Form - Receiving (PDF)
Click Link for Printable Transfer Checklist - Receiving form (PDF)
 
This checklist is intended to guide the receiving supervisor in setting up an incoming employee with the appropriate systems, programs and familiarization with their new duties and work location.

Prior to First Day
Supervisor
 Deliver Transfer Letter to employee
 Notify Budget
 Obtain Supervisor's Working File from previous supervisor
   
HR Personnel Records
Personnel Action Form  CD1518
 Transfer Letter copy
 Issue New ID Card
      ID Card Request Form CD672D
  
Information Technology Services
 User Authorization Form for New Access
    Systems
    Programs
    Distribution Lists
    Other
 Telephone Set Up
 Communications Device Request  CD1503
 Secure ID Card (RSA Hard/Soft Token)
  
Accounting/Contracts/Purchasing
 New Expenditure Delegation  CD1439 
 Request to Use Private Vehicle CD1404 
 SPOTS Card Application Form 75.55.02.F.4
 Voyager Card CD1500 
 Contracts Signature Authority CD1482 
 ORPIN (DOC User Authorization Form)
 Zephyr (DOC User Authorization Form)
 OSPS (Financial Systems Security SFMA and OSPA Request Form)
 SFMA (Financial Systems Security SFMA and OSPA Request Form)
 DataMart/Hyperion(Financial Systems Security SFMA and OSPA Request Form)
 DAS Systems Security (Financial Systems Security SFMA and OSPA Request Form)
 Trust/Commissary System Access (DOC User Authorization Form)
 Treasury (Link)
  
DOC Property Issued by Supervisor
 Employee Assigned Property Tracking  CD1489 
 DOC Photo ID
 Keys/Key Fob
 Key Chits/Card
 Cell Phone/Mobile Device/Chit
 Pager
 Laptop
 Memory Stick (Flash Drive)
 Cards
       Phone
       DAS Motor Pool
       Spots
       Voyager
 Secure ID Card (RSA Hard/Soft Token)
 Uniform and Equipment
  

First Day
Office Orientation
 Introduction to Staff, Desk, Facility
 Access to Building
 Telephone Operation and Password
 Computer Log-on, Navigating
 Update iLearn Profile 
 Parking
 Supplies
 Security Regulations
 Job Safety
  
Job Duties
 Review Position Description and Expectations
 Work Schedule
 Leave Request
 Travel Reimbursement (policy 30.4.1) 
   
Specific to Facility/Institution/Position