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New Client Questionnaire Page

Please follow the links below and provide the requested information.
If we have any questions our New Client Onboarding team will be reaching out.

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Please complete the following:

Job Information Questionnaire
Direct Debit Authorization
Client Logo Upload
Employee Deduction Worksheet (if applicable)
PTO Tracking Form (if applicable)

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Please provide the following:

Any Child Supports or Garnishments that need to be set up
Current Employee Deduction Amounts

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Are you interested in any of the following?

If interested in the below items, please click the link and fill out the corresponding form.

HR Training
Safety Training
Employment Screening
Additional Services

Job Information Questionnaire

Client Name(Required)

Worksite Location

Main Location Address(Required)

Street Address Address Line 2 City State ZIP Code

Do you have any employees who work in another state?(Required)

Yes

No

If Yes, please list the Worksite Location Address

Street Address Address Line 2 City State ZIP Code

Pay Codes

Please select all Pay Codes used by your organization.(Required)

Hourly

Salary

Overtime

Holiday

Bonus

Commission

Tips

Severance

Expense Reimbursement

PTO

Other

Define "Other" Pay Codes:

Job Titles

Please list all Job Titles used by your organization.(Required)

Please type one title per line

Department Names

Please list all Department Names used by your organization.

This information is only needed if you intend to utilize Departmentalized Reports. Please type one department name per line.

Do you currently have a Paid Time Off Plan?(Required)

Yes

No

If yes, please complete the PTO Tracking Form.

Do you currently have deductions for any employees such as child support, garnishments, tools, uniforms, etc?(Required)

Yes

No

If yes, please complete the Employee Deduction Worksheet.

Do you currently require Background Checks or Drug Testing for your New Hires?

Yes

No

Do you currently offer Benefits to your employees?(Required)

Yes

No

If yes, please complete the Employee Deduction Worksheet.

If no, would you like to offer Benefits through TEL for your employees at no cost to you?

Yes

No

What we offer: Dental, Vision, Voluntary MetLife &/or Liberty Products

Do you currently offer 401k to your employees?(Required)

Yes

No

If no, would you like to offer 401k through joining TEL's plan?

Yes

No

Job Costing

Complete the below information if you intend to utilize Job Costing. If you do not intend to utilize Job Costing you do not need to complete this information and may skip to the end of the form.

Job Name

Certified Job

Are Certified Reports required?

Yes

No

Job Name

Certified Job

Are Certified Reports required?

Yes

No

Job Name

Certified Job

Are Certified Reports required?

Yes

No

Job Name

Certified Job

Are Certified Reports required?

Yes

No

Job Name

Certified Job

Are Certified Reports required?

Yes

No

Job Name

Certified Job

Are Certified Reports required?

Yes

No

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Employee Deduction Worksheet

Client Name(Required)

Yearly Deductions

Please select the type of yearly deductions your employees may currently have being remitted from their paychecks.

24

26

48

52

Please include a copy of your 401K plan if applicable.

Max. file size: 512 MB.

Employee Benefits

ER = Employer

Employee Benefits(Required)

401K

IRA

Health Insurance

Other

401K ER Contribution

IRA ER Contribution

Health Insurance ER Contribution

Health Insurance Carrier

Other Employee Benefits

Voluntary Benefits

Type

ER Contribution

Type

ER Contribution

Type

ER Contribution

Type

ER Contribution

Company Sponsored

Company Sponsored

Christmas Savings Club

Company Uniforms

Employee Loans

Charitable Contribution

Other

Other

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Direct Debit Authorization

Client Name(Required)

Bank Name(Required)

Routing Number(Required)

Account Number(Required)

FOR FURTHER CREDIT TO:
TEL Staffing & HR, Inc.
98 Weed Street
Pensacola, FL 32514

Consent(Required)

I hereby authorize Total Employee Leasing, Inc. to Direct Debit from the bank and the account listed above for services rendered. Total Employee Leasing will submit ACH transfers employing at least a commercially reasonable standard of care; and in compliance with all rules and regulations governing the National Automated Clearinghouse Association payment system. This agreement will remain in effect unless canceled by written request.

PLEASE NOTE:
Funds will be withdrawn from above account 48 hours prior to paycheck being delivered.

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PTO Questionnaire

Client Name(Required)

Please provide the previous balances (as of your last payroll) for all Employees along with their original hire date. If you have a written PTO Policy, please attach here. If there is no written policy, please complete the below questionnaire.

Max. file size: 512 MB.

Please detail your PTO Accrual Rate. Clearly list if there are any differentiating tiers based on length of service:(Required)

When does your plan roll over?(Required)

Employee Anniversary Date

Calendar Year (January 1st)

Do your employees get to carry over their balances at roll over?(Required)

No

Yes, with no carry over cap

Yes, with a carry over cap

If Yes, with a carry over cap, what is the cap?

Do your Part Time Employees accrue PTO?

No

Yes, same accrual as FT employees

Yes, different accrual than FT Employees (please attach accrual rate below)

What is the waiting period for Employees to accrue PTO, if any?(Required)

What is the waiting period for Employees to use PTO, if any?(Required)

Is there an annual limit on how many hours of PTO an Employee can accrue each year?(Required)

No

Yes

Are there any employees that are exceptions to the above-mentioned rules?(Required)

No

Yes

Such as Owners, tenured Employees, etc.

If Yes, please list the employees that are exceptions.

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HR Training Request

Client Name(Required)

Average Number of Training Attendees(Required)

Training Delivery(Required)

In Person - Client Location

In Person - TEL Office

Online

Recorded Video Series

Training Topics(Required)

Progressive Discipline

Conflict Resolution

Leadership Development

Sexual Harrassment

Customer Service Skills

Employment Law

Management 101

Interviewing & Hiring Skills

Discrimination

Leadership Development

Other

Please check all that apply.

Please list Other topics here.

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Safety Training & Risk Management Request

Client Name(Required)

Average Number of Training Attendees(Required)

Training Delivery(Required)

In Person - Client Location

In Person - TEL Office

Online

Recorded Video Series

Training Topics(Required)

General Safety

OSHA Rules & Regulations

Heat Related Illness & Injury

Other

Please check all that apply.

Please list Other topics here.

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Employment Screening Questionnaire

Client Name(Required)

Please check any Employment Screening Service you would like to utilize with TEL Staffing & HR.

Drug Screening

Pre-Employment

Post-Accident

Random

Reasonable Suspicion

Background Screening

County

National

Social Security Number Trace

National Sex Offender Database

Motor Vehicle Reports

All Drivers

By Request Only

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Additional Services

"*" indicates required fields

Client Name*

Are you interested in 401K?*

Yes

No

Are you interested in Time Clock Software/Hardware?*

Yes

No

Are you interested in Employee Staffing?*

Yes

No

Are you interested in Affirmative Action Plan?*

Yes

No

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Client Name(Required)

Please upload any Child Supports or Garnishments that need to be set up.(Required)

Max. file size: 512 MB.

If you need to upload multiple documents, please compress documents into one single file.

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Client Name(Required)

Please upload all current PTO balances for your Employees.(Required)

Max. file size: 512 MB.

If you need to upload multiple documents, please compress documents into one single file.

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Client Name(Required)

Please upload all Active deductions for your Employees.(Required)

Max. file size: 512 MB.

If you need to upload multiple documents, please compress documents into one single file.

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Client Name(Required)

Please upload your logo here.(Required)

Max. file size: 512 MB.

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