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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
     RSA Hard/Soft TokenRSA Hard/Soft Token
  Telephone Set Up
  Communications Device Request  CD1503
   
Accounting/Contracts/Purchasing
  New Expenditure Delegation  CD1439 
  Request to Use Private Vehicle
  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
        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