New Employee Joining Form for HR Department

New Joining FormJoining FormNew Employee

Contents

Check List – Personal File ..................................................................................................................................................1-2

Joining report & personal details ...........................................................................................................................................3

ID card format ........................................................................................................................................................................4

E mail ID requisition ...............................................................................................................................................................5

Form for for Personal Accident Policy ...................................................................................................................................6

Form for Bhaskar Karamchari Aapat Nidhi ............................................................................................................................7

Form for Mediclaim Insurance ..............................................................................................................................................8

Form for ESIC Declaration ............................................................................................................................................... 9-11

Form for EPF & EPS nomination & declaration (Form-2 Revised) .................................................................................12-13

Form for Employees Provident Fund Scheme & The Employees Pension Scheme (Form -11 Revised) ..........................14

Form for transfer of EPF Account. (Form -13 Revised) .................................................................................................15-17

Form -F for Nomination ..................................................................................................................................................18-20

Form for furnishing details of income under section 192(2) (Form-12 B) ............................................................................21

Form for particulars of value of perquisites and amount of accretion to employee’s PF account (Form -12 B) ..................22

Annexure .............................................................................................................................................................................23

Undertaking for non-submission of documents ...................................................................................................................24

CHECK LIST – PERSONAL FILEName of Employee : ______________________________________ Designation : __________________________

Department : ______________________________________ Grade : __________________________

Date of Joining : ______________________________________ Report to : __________________________

Contact No. : ______________________________________ Employee ID : __________________________

S.no Description Y/N Last Date Remarks

1 Resume

2 Requisition Form

3 JD for the Position

4 Interview Assessment / Feedback Form

5 KRA

6 Approval on hire/ budgetary

7 Reference checks

8 Salary docs of previous organization

8.a Offer/ Appointment Letter

8.b Increment Letter

8.c Salary Slips/ Salary Break-up

9 Offer Letter

Handed Over to: Date: Sign:


1 Personal History Form

2 Photographs – Passport Size 6

3 Joining Report

4 ESIC Form/Mediclaim Form

5 PF Forms ( Form 2, 11 & 13)

6 Gratuity Nomination Form - Form F

7 Email-ID form

8 ID Card Form

9 Copy of Educational Certificate

10 Copy of Appointment Letter of last employer/Last pay slip.

11 Copy of Resignation Acceptance/Relieving/ Experience/Service Certificate from all previous employers

12 Proof of age & residence

13 National Id proof (Passport, pan card, voter card etc)

14 Tax Deduction statement (Form 12 B) from previous employer

15 Application for Joining Bhaskar Karamchari Aapat Nidhi

16 Proposal Form for insurance in Group Personal Accident Policy

17 Issuance of Appointment Letter/Salary Breakup Sheet

18 Undertaking of Non-submission of documents (if above forms are not submitted)

19 Bank A/C Status


Check List – Personal File ...................................................................................................................................................................................................................................... 1


1 Check the file with checklist

2 Data entry in PeopleSoft

3 PeopleSoft Ecode/On-boarding on PeopleSoft

4 PeopleSoft details

5 PeopleSoft Training

6 Provide New Joinee details to time office


Check List – Personal File .......................................................................................................................................................................................................................................2

JOINING REPORT

1. Name of employee & employee ID : _______________________________________

2. Designation & Grade : _______________________________________

3. Department : _______________________________________

4. Location : _______________________________________

5. Date of Joining : _______________________________________

PERSONAL DETAILS:

1. Date of Birth : _______________________________________

2. Marital Status : _______________________________________

3. Date of Marriage (if married) : _______________________________________

4. PAN No. : _______________________________________

5. Address Proof : _______________________________________(If yes, pls submit a copy to HR)

Please fill the below details in case you already have an IDBI bank A/C:

6. Bank Account No. : _______________________________________ 7. IFSC Code : _______________________________________

8. Branch Name : _______________________________________

9. Branch Address ( in full) : _______________________________________

_____________________________________________________________________________

SIGNATURE : _______________________________________

DATE : _______________________________________

PLACE : _______________________________________

Please note that you will have to open a new IDBI Salary Account if you do not have one

Joining report & personal details .............................................................................................................................................................................................................................3

ID Card Format

Name : ___________________________________________________

Department : ___________________________________________________

Blood Group : ___________________________________________________

Emergency Number : ___________________________________________________

Employee Code : ___________________________________________________

ID card format......................................................................................................................... .................................................................................................................................4

E mail ID - Requisition Form

Name : __________________________________________________________

Gender : __________________________________________________________

Birthdate : __________________________________________________________

Company : __________________________________________________________

Department : __________________________________________________________

DOJ : __________________________________________________________

Designation : __________________________________________________________

Grade : __________________________________________________________

State : __________________________________________________________

City : __________________________________________________________

Local Address : __________________________________________________________

EPBX No : __________________________________________________________

Mobile No. : __________________________________________________________

Preferred Mail ID : __________________________________________________________

E mail ID - requisition form ......................................................................................................................................................................................................................................5

PROPOSAL FORM FOR INSURANCE IN GROUP PERSONAL ACCIDENT POLICY

NAME : ___________________________________________________________

FATHER / HUSBAND NAME : ___________________________________________________________

DATE OF BIRTH : ___________________________________________________________

DEPARTMENT : ___________________________________________________________

DESIGNATION : ___________________________________________________________

GRADE : ___________________________________________________________

DOJ : ___________________________________________________________

WORKING PLACE [ CHD/BUREAU ] : ___________________________________________________________

RESIDENTIAL ADDRESS & : ___________________________________________________________

___________________________________________________________

PHONE NO. ___________________________________________________________

NOMINEE’S NAME : ___________________________________________________________

RELATION WITH NOMINEE : ___________________________________________________________

WHETHER NEW EMPLOYEE / : ___________________________________________________________

TRANSFER FROM OTHER CENTER

_________________ _________________ _________________________________

DATE PLACE SIGNATURE OF EMPLOYEE

Personal Accident Policy .........................................................................................................................................................................................................................................6

APPLICATION FOR JOINING BHASKAR KARAMCHARI AAPAT NIDHI

To,

Managing Committee,

Bhopal.

Dear Sir,

I would like to become member of the fund So Kindly advice the concerned department for deduction of monthly contribution from my salary.

Employees Full Name : _______________________________________________________________________

Designation : ______________________________________Department : ______________________________

Grade : __________________ Date of Joining : ___________________ Location : ____________________

Residence Address:__________________________________________________________________________

Details of dependent family members:-

S. No. Name of the family member Relation Age

DECLARATION

I do hereby confirm that I have gone through terms and conditions of the fund and I undertake to abide with them.

________________________ ________________________ ________________________

Signature Name of Employee Verified By Unit Head

Form for Bhaskar Karamchari Aapat Nidhi ..............................................................................................................................................................................................................7

UNITED INDIA INSURANCE CO. LTD.BRANCH OFFICE 1, 109, BANK STREET,

BERASIA ROAD, BHOPAL

MEDICLAIM INSURANCE PROPOSAL FORMIMPORTANTA) The Company will not be on risk until the proposal and insured persons details have been accepted by the Company and communication of

acceptance has been given to the proposer in writing on payment of full premium.B) If other family members residing with proposer i.e. spouse, eligible dependent children and dependent parents required to be covered separate

insured person detail form should be completed for each family member.

PROPOSER’S DETAILS

1. Name of the Proposer (Employee) : _____________________________________ _____________________________________ (Surname) (First Name)

2. Address and telephone number : 1) Residence:_____________________________________________________________________

2) Office: ________________________________________________________________________

3. Grade of Employee : ________________________________ 4. Designation : _________________________________________________

5. Total number of members to be ____________________________ ______________________________________________ covered under mediclaim insurance : (in figures) (in words)

6. Period of insurance : : From _____________________________________ To ___________________________________ (midnight)

_________________ _________________ _________________________________

DATE PLACE SIGNATURE OF PROPOSER

DETAILS OF PROPOSER & FAMILY MEMBERS TO BE COVERED UNDER THE MEDICLAIM INSURANCE POLICY:

S.No. Name of insured Persons Age Sex RelationPrevious year

Card No.Details of existing

disease

1

2

3

4

PHOTOGRAPHS OF INSURED PERSONS:

Form for Mediclaim Insurance .................................................................................................................................................................................................................................8

Form for ESIC declaration (Form-1) ........................................................................................................................................................................................................................9

Form for ESIC declaration (Form-1) ..................................................................................................................................................................................................................... 10

Form for ESIC declaration (Form-1) ......................................................................................................................................................................................................................11

Form for EPF & EPS nomination & declaration (Form-2 Revised) ....................................................................................................................................................................... 12

Form for EPF & EPS nomination & declaration (Form-2 Revised) ....................................................................................................................................................................... 13

(Unexempted Establishment Only)

FORM NO. 11(Revised)

THE EMPLOYEES PROVIDENT FUND SCHEME, 1952(Paragraph 34) andTHE EMPLOYEES PENSION SCHEME, 1995(Paragraph 24)

Declaration by a person taking up employment in the establishment

I._____________________________________S/O, W/O, Daughter of____________________________________

Do hereby solemnly declare that :-

(a) I was employed inM/s.________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________

( NAME & FULL ADDRESS OF THE ESTABLISHMENT )with PF A/c No._______________________ and left service on _________________ prior to that I wasemployed in _________________________________________________________________________with PF A/c No._______________________From________________To_________________________

(b). I am a member of the pension fund from___________________To______________ and copy of thescheme certificate is enclosed.

(c). I have/ have not withdrawn the amount of my Provident Fund / Pension Fund.(d). I have/ have not drawn any benefits under the employee’s Pension Scheme,1995 in respect of my

past service in any establishment.(e). I have/ have never been a member of any Provident Fund and/ or Pension Fund.

DATE:___________________ * Signature or left hand thumb impression of the employee.

Encl: Copy of the Scheme Certificate.

__________________________________________________________________________________To be filled by the employer)

(1) Shri / Smt. / Miss_______________________________is appointed as_____________________(Name of Employee) (Designation)

in M/s._______________________________________with effect from_______________________(Name of Factory / Establishment) (Date of appointment)

bearing PF A/c.No.______________________

(2) Copy of Scheme Certificate is enclosed.(3) Declaration & Nomination in from 2 is enclosed.

DATED : _______________________ Signature of the employer or manager or otherauthorized officer.===============================================================* Left hand impression in the case of illiterate male member and right hand impression byilliterate female member.

-- C

onve

rted

from

Wor

d to

PD

F fo

r fre

e by

Fas

t PD

F --

ww

w.fa

stpd

f.com

--

Form for Employees Provident Fund Scheme & The Employees Pension Scheme (Form -11 Revised) .......................................................................................................... 14

Form for transfer of EPF Account. (Form -13 Revised) ....................................................................................................................................................................................... 15



Form -F for Nomination ........................................................................................................................................................................................................................................ 18



Form for furnishing details of income under section 192(2) (Form no. 12B) ........................................................................................................................................................ 21

Form for particulars of value of perquisites and amount of accretion to employee’s PF account (Form no. 12B) ............................................................................................... 22

Annexure .............................................................................................................................................................................................................................................................. 23

Name : ___________________________________________________________________________________

Employee ID : ___________________________________________________________________________________

Date of Joining : ___________________________________________________________________________________

Department : ___________________________________________________________________________________

Location : ___________________________________________________________________________________

Date : ___________________________________________________________________________________

Mobile No. /Tele. No. : ___________________________________________________________________________________

Personal E mail ID : ___________________________________________________________________________________

SUB. : UNDERTAKING FOR NON-SUBMISSION OF DOCUMENTS

I, __________________________________________________________ would like to bring to your notice that I have not submitted the following documents:

(01) ______________________________________________________________________________________________

(01) ______________________________________________________________________________________________

(01) ______________________________________________________________________________________________

(01) ______________________________________________________________________________________________

(01) ______________________________________________________________________________________________

(01) ______________________________________________________________________________________________

(01) ______________________________________________________________________________________________

And I ensure that I will submit the above said documents by _______________________________ (dd/mm/yyyy).

Kindly, permit me the time to submit the documents.

_____________________________________

Signature of Employee

Undertaking for non-submission of documents .................................................................................................................................................................................................... 24

Documents

New Employee Joining Form for HR Department