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Joining Formalities by HR Success Guide
2. Free Powerpoint Templates Page 2 Joining Formalities ♦ This section lays down the detailed joining formalities to be completed by the new entrant with HR Department. HR will be responsible for completing the formalities for those employees who Join. HR Success Guide Copyright © HRSuccessGuide.com 3. Free Powerpoint Templates Page 3 ♦ Statutory Compliance: Documentation of contract and employee record is mandatory (one file per person employee despite all the automation) ♦ Audit Requirement: To meet International or domestic company standards ♦ Employee Track Record: Specially when there is a fraud, resignation, absconding cases, legal court cases. HR Success Guide Copyright © HRSuccessGuide.com Why do we need Joining Formalities? 4. Free Powerpoint Templates Page 4 ♦ Normally sufficient joining time is given to the new employee for joining. The concerned HR will take the following action immediately on issuing offer letter to a new entrant. Inform the concerned Head of the Department regarding the new entrant indicating likely date of joining. Co-ordinate with the Department concerned, regarding requirement of accommodation, furnishing, etc., if applicable, Coordinate with the Department concerned regarding the following requirements Continued.. HR Success Guide Copyright © HRSuccessGuide.com Responsibility of HR on the day of Joining 5. Free Powerpoint Templates Page 5 ♦ Work place / Cabin ♦ Land telephone / Cellular phone ♦ Computer ♦ Allotment of car if eligible. Also include the type of Car / Colour preference, the cost factor etc. ♦ Requirement of guestroom as an interim measure, if applicable, including the period of stay. Pool car where applicable with duration ♦ Residential telephone along with the date by which it is required Indicate address, if known ♦ Co-ordinate with concerned Department regarding reception arrangement for Senior Executives, if coming from outstation ♦ Open the Personal File for the new entrant HR Success Guide Copyright © HRSuccessGuide.com Responsibility of HR on the day of Joining 6. Free Powerpoint Templates Page 6 ♦ For Submission ♦ For Receiving HR Success Guide Copyright © HRSuccessGuide.com Type of Joining Formalities Documentation 7. Free Powerpoint Templates Page 7 For Submission ♦ Education Certificates: Degree Certificate and Mark sheets ♦ Work Experience Certificates: Relieving letter/ Service Certificate, last drawn salary slips/ No due certificate/ last salary revision letter/ Appraisal letter, TDS certificate (computing balance tax deduction/ Detail documentation) ♦ DOB (Date of Birth): Birth Certificate or 10th Mark sheet ♦ Photo ID Proof( Valid): Driving license or Passport or Voter ID or Pan Card ♦ Address Proof: Driving license or Passport or Voter ID or Post Paid or Landline Bill or Back Account statement Address or Rental Agreement ♦ Others Requirement: Employee Background Verification, Appointment letter this will give details of Date of joining (DOJ), Designation, Department, Reporting Manager also the CTC at the time of Joining HR Success Guide Copyright © HRSuccessGuide.com 8. Free Powerpoint Templates Page 8 Submission Note ♦ Salary of the new joining will not be released until the submission of the applicable documents. HR Success Guide Copyright © HRSuccessGuide.com 9. Free Powerpoint Templates Page 9 For Receiving ♦ Appointment Letter ♦ Policy Manual – Process and System that exist in that organization. ♦ Bank Account Opening Form ♦ Mediclaim Insurance Form ♦ ID Card & Access Card HR Success Guide Copyright © HRSuccessGuide.com 10. Free Powerpoint Templates Page 10 On Joining the Organization ♦ An employee is required to fill in the Employee Particulars Form that covers information like Personal Particulars, Communication details, Academic details, Passport details, Group Insurance details etc. ♦ An employee has to submit passport size coloured photographs. ♦ An identity card is issued. ♦ A copy of the Appointment Letter is sent to Finance Department for processing salary. ♦ If he does not have a bank account with Bank he will be initiated to open one at the recommended branch in the place of his work location HR Success Guide Copyright © HRSuccessGuide.com 11. Free Powerpoint Templates Page 11 ♦ Activities to be undertaken by the Corporate HR / Unit HR / Administration Dept. immediately on the day of joining of the new entrant, An induction programme will be organised by the Corporate Learning Centre for all new entrants. The dates may be obtained from the concerned co-ordinator of CLC by the HR. ♦ Administration: Assist the new entrant in completing any other formalities as per company rules. HR Success Guide Copyright © HRSuccessGuide.com Duties of HR During the Joining Process 12. Free Powerpoint Templates Page 12 Checklist for Joining ♦ Copy of CV ♦ Application Form ♦ Academic testimonials (10th, 12th, Graduation) ♦ Professional Certifications (If Any) ♦ Passport size colour Photographs ♦ Identity Proof ♦ Residence Proof ♦ Last 2 months salary slips of previous organization ♦ Clearance letter from the previous organization ♦ Previous organization’s Experience certificates ♦ Landline No and official email ID of last company ♦ Contact no of immediate supervisor in last company ♦ PF nomination & declaration form ♦ ESI Nomination and Declaration Form ♦ Tax declaration form - Form 16 from last employer HR Success Guide Copyright © HRSuccessGuide.com 13. Free Powerpoint Templates Page 13 For HRD Use Only ♦ Bank Acct No. ________________________________ ♦ Emp. ID Card ________________________________ ♦ Access Card ________________________________ ♦ Email Add. (Official) __________________________ ♦ Mobile (If Applicable) __________________________ ♦ Laptop (If issued) __________________________ HR Success Guide Copyright © HRSuccessGuide.com 14. Free Powerpoint Templates Page 14 End of Presentation HR Success Guide Copyright © HRSuccessGuide.com
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