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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
​Security Only: DPSST F-4
    
HR Personnel Records
Personnel Action Form  CD1518
  Transfer Letter copy
  Issue New ID Card CD672D
   
Information Technology Services
  User Authorization Form for New Access
     Systems
     Programs
     Distribution Lists
     RSA Keyfob
  Telephone Set Up
  Wireless Communications Device CD1503
   
Accounting/Contracts/Purchasing
  New Expenditure Delegation  CD1439 
  SPOTS Card Application Form 75.55.02.F.4
  Voyager Card CD1500 
  Contracts Signature Authority CD1528
  ORPIN
  Zephyr
  OSPS
  SFMA and OSPA
  DataMart/Hyperion
  Trust/Commissary System Access
  Treasury
   
DOC Property Issued by Supervisor
  Employee Assigned Property Tracking  CD1489 
  DOC Photo ID
  Keys/Key Fob
  Key Chits/Card
  Cell Phone/Hot Spot/Chit
​Laptop/Surface Pro/iPad
  Memory Stick (Flash Drive)
  Cards
        DAS Motor Pool
        Spots
        Voyager
  RSA Hard/Soft TokenRSA 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