Administrative Pack Forms - Folder Set Up

Revised: February 24, 2011


Orange Files - For PBS Workers' Compensation Participants ONLY
OSHA Recordkeeping
Is this injury OSHA recordable?
Recordkeeping and Recording of Occupational Injuries and Illnesses
OSHA Forms 300, 300A, and 301

Certificate of Insurance
Certificate of Insurance Request Fax

My Employee was Injured
Injury Reporting Packet (Do not print double-sided.)
Pharmacy Sheet
SRS Connect

Blue Files
Disciplinary Action
Record of Verbal Warning
Written Warning

Exit Interview Forms
Exit Interview Form

FMLA/Employee & Employer Packet
PBS Family/Medical Leave Act Employer Instructions and Forms

Handbook Addendum Worksheet
Handbook Addendum Development Worksheet

Job Description Questionnaire
Custom Job Description Questionnaire

Letter of Resignation
Letter of Resignation (LOR)

Performance Evaluation Exempt
Performance Evaluation - Exempt Employees

Performance Evaluation Non-Exempt
Performance Evaluation - Non-Exempt Employees

Reimbursement Claim Forms
FSA Reimbursement Form
FSA Monthly Dependent Care Claim

Green Files
Direct Deposit Authorization Form
Paychex HR Solutions - PEO Direct Deposit Signup/Change Form

Fax Payroll Cover Sheet Fax Payroll Coversheet & Voucher/Manual Check Form
Fax Payroll Instructions and Cover Sheet
Fax Payroll Instructions and Cover Sheet
Voucher/Manual Check instructions Sheet
Voucher/Manual Check Form

New Employee Set Up
New Orientation Checklist
NEP Management Instructions
New Employee Packet

Payroll Deduction Form
Payroll Deduction Form

Pre-employment Forms
Application for Employment
Interview Evaluation
Employment Reference Checklist

W-4 Form
W-4 (2011)

Worksite Employee Change Form
Employee Change/Termination Form

Yellow Files

Miscellaneous
Credit Union Document (An optional document that may be provided at local branches. This form is not in the master PDF file,)
Important Contact Numbers 2011