1. Management
Analysis
A. Organization Information
Legal Business Name________________________________________________________________
Street Address______________________________________________________________________
City______________________________________________State__________Zip________________
Contact Name __________________________________Email Address_________________________
Business Phone _________________________________Cell Phone____________________________
# of Employees ___________________Payroll Frequency (weekly, bi-weekly, etc.)________________
B. Current Human Resource Management Questionnaire (Please Circle the Correct Answer)
1. Do you currently process your New Hire Reporting to your State Government? YES or NO
2. Do you process your payroll in-house? YES or NO
3. Do you offer Direct Deposit to your employees? YES or NO
4. Do you currently offer an Orientation Package for New Hires? YES or NO
5. Do you have an up-to-date Employee Manual? YES or NO
6. Do you ever contract employees from a Temporary Agency? YES or NO
7. Do you administer COBRA in-house? YES or NO
8. Do you have completed I-9 forms on your employees? YES or NO
9. Do you have a Safety Program for your employees? YES or NO
10. Do you offer a 401(k) Plan to your employees? YES or NO
11. Do you currently complete your OSHA 200 Log? YES or NO
12. Do you currently offer your employees a Section 125 Cafeteria Plan? YES or NO
C. Circle the current Employee Issues or Concerns you would like to improve for
your
organization.
Medical or Dental Insurance 401(k) Plan Safety Program Payroll Processing
Employee Manual OSHA Compliance Direct Deposit Workers’ Comp
Unemployment Management Legal Compliance Hiring Process Employee Perks
D. Workers’ Compensation Information
Please attach your most recent Workers’ Compensation Declaration Page that includes:
1.) Job Title or Code 2.) Rate per Code 3.) # of employees per Code 4.) Annual Payroll
E. State Unemployment Information
Please attach your most recent State Unemployment Statement.
F. Benefit Information
Please attach a copy of your most recent Health, Dental, Life Statements.
Pick Up Arrangements_________________________________________________Date______________