[{"data":1,"prerenderedAt":475},["ShallowReactive",2],{"document-direct-deposit-enrollment-form-D672":3},{"document":4,"label":26,"preview":11,"thumb":27,"thumb600":28,"description":5,"descriptionCustom":6,"apiDescription":5,"pages":8,"extension":10,"parents":29,"breadcrumb":33,"related":39,"customDescModule":179,"customdescription":6,"mdFm":180,"mdProseHtml":474},{"description":5,"descriptionCustom":6,"label":7,"pages":8,"size":9,"extension":10,"preview":11,"thumb":12,"svgFrame":13,"seoMetadata":14,"parents":16,"keywords":15},"Electronic Funds Transfer Authorization I hereby authorize my employer to directly deposit my pay in the bank account(s) listed below in the percentages specified. (If two accounts are designated, deposits are to be made in whole percentages of pay to total 100%). I have attached a voided check or deposit slip for each account specified below. This authorization is to remain in force until the company has received written authorization from me of its termination or change.",null,"Direct Deposit Enrollment Form","1",513,"doc","https://templates.business-in-a-box.com/imgs/1000px/direct-deposit-enrollment-form-D672.png","https://templates.business-in-a-box.com/imgs/250px/672.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#672.xml",{"title":15,"description":6},"direct deposit enrollment form",[17,20,23],{"label":18,"url":19},"Human Resources","/templates/human-resources/",{"label":21,"url":22},"Motivation & Appreciation","/templates/motivation-appreciation/",{"label":24,"url":25},"Staff Management","/templates/staff-management/","Direct Deposit Enrollment Form Template","https://templates.business-in-a-box.com/imgs/400px/672.png","https://templates.business-in-a-box.com/imgs/600px/672.png",[30,17,20,23],{"label":31,"url":32},"Templates","/templates/",[34,35,36],{"label":31,"url":32},{"label":18,"url":19},{"label":37,"url":38},"Compensation & Payroll","/templates/compensation-and-payroll/",[40,44,48,52,56,60,64,68,72,76,80,85,89,105,118,136,148,162],{"label":41,"url":42,"thumb":43,"extension":10},"Benefits Enrollment Form","/template/benefits-enrollment-form-D13602","https://templates.business-in-a-box.com/imgs/250px/13602.png",{"label":45,"url":46,"thumb":47,"extension":10},"Receipt for Lease Security Deposit","/template/receipt-for-lease-security-deposit-D1199","https://templates.business-in-a-box.com/imgs/250px/1199.png",{"label":49,"url":50,"thumb":51,"extension":10},"Checklist Direct Mail Campaign","/template/checklist-direct-mail-campaign-D1360","https://templates.business-in-a-box.com/imgs/250px/1360.png",{"label":53,"url":54,"thumb":55,"extension":10},"Installment Note Bank Deposit as Collateral","/template/installment-note-bank-deposit-as-collateral-D430","https://templates.business-in-a-box.com/imgs/250px/430.png",{"label":57,"url":58,"thumb":59,"extension":10},"Checklist Planning an Effective Direct Mail Campaign","/template/checklist-planning-an-effective-direct-mail-campaign-D1362","https://templates.business-in-a-box.com/imgs/250px/1362.png",{"label":61,"url":62,"thumb":63,"extension":10},"Absence Form","/template/absence-form-D669","https://templates.business-in-a-box.com/imgs/250px/669.png",{"label":65,"url":66,"thumb":67,"extension":10},"Commitment Form","/template/commitment-form-D1234","https://templates.business-in-a-box.com/imgs/250px/1234.png",{"label":69,"url":70,"thumb":71,"extension":10},"Form Of Acknowledgement","/template/form-of-acknowledgement-D13443","https://templates.business-in-a-box.com/imgs/250px/13443.png",{"label":73,"url":74,"thumb":75,"extension":10},"Internship Form","/template/internship-form-D13448","https://templates.business-in-a-box.com/imgs/250px/13448.png",{"label":77,"url":78,"thumb":79,"extension":10},"Sponsorship Form","/template/sponsorship-form-D13240","https://templates.business-in-a-box.com/imgs/250px/13240.png",{"label":81,"url":82,"thumb":83,"extension":84},"Check Request Form","/template/check-request-form-D670","https://templates.business-in-a-box.com/imgs/250px/670.png","xls",{"label":86,"url":87,"thumb":88,"extension":10},"Customer Complaint Form","/template/customer-complaint-form-D1275","https://templates.business-in-a-box.com/imgs/250px/1275.png",{"description":90,"descriptionCustom":6,"label":91,"pages":92,"size":9,"extension":10,"preview":93,"thumb":94,"svgFrame":95,"seoMetadata":96,"parents":98,"keywords":97,"url":104},"EXPENSE REIMBURSEMENT POLICY PURPOSE The purpose of this Expense Reimbursement Policy is to establish guidelines and procedures for the reimbursement of business-related expenses incurred by employees, contractors, and other authorized individuals acting on behalf of [COMPANY NAME]. This Policy ensures transparency, accuracy, and fairness in handling expense claims. SCOPE This Policy applies to all employees, contractors, and authorized individuals who incur business-related expenses on behalf of [COMPANY NAME]. POLICY STATEMENTS Expense Eligibility Business-Related Expenses: Expenses eligible for reimbursement are those incurred while conducting company business or in the performance of assigned duties. These may include, but are not limited to, travel, meals, accommodation, supplies, and other necessary expenses. Authorization: All expenses must be authorized in advance by a supervisor or manager, either verbally or through the company's expense approval process. Expense Submission Expense Reports: All expenses must be documented using the company's designated expense report template or system. Expenses should be submitted promptly after incurring them, with receipts and supporting documentation attached. Receipts: Receipts are required for all expenses, regardless of the amount. Receipts should include details such as the date, vendor, items or services purchased, and the total amount. Expense Approval Supervisor Approval: Expense reports must be reviewed and approved by the employee's immediate supervisor or manager. The approver should ensure that expenses are reasonable, necessary, and in line with company policies. Secondary Review: In some cases, expense reports may undergo a secondary review by the Finance Department or another designated department for compliance and accuracy. 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The Corporation may, in its sole discretion, increase or reduce the duties, or modify the title and job description, of the Employee from time to time, and any such increase, reduction or modification shall not be deemed a termination of this Agreement. ACCEPTANCE OF EMPLOYMENT Employee accepts employment with the Corporation upon the terms set forth above and agrees to devote all Employee's time, energy and ability to the interests of the Corporation, and to perform Employee's duties in an efficient, trustworthy and business-like manner. DEVOTION OF TIME TO EMPLOYMENT The Employee shall devote the Employee's best efforts and substantially all of the Employee's working time to performing the duties on behalf of the Corporation. The Employee shall provide services during the hours that are scheduled by the Corporation management. The Employee shall be prompt in reporting to work at the assigned time. NO CONFLICT OF INTEREST Employee shall not engage in any other business while employed by the Corporation. Employee shall not engage in any activity that conflicts with the Employees duties to the Corporation. Employee shall not provide any service or lend any aid or assistance to any party that competes with the services offered by the Corporation. Employee shall not provide any services to clients or prospective clients of the Corporation outside of the provision of services for the Corporation, whether such services are provided with or without compensation or remuneration. CORPORATION PROPERTY Employee acknowledges and agrees that while employed by the Corporation the Employee may be provided with use of computer equipment and other property of the Corporation. The use and possession of the such items shall be subject to any policies, requirements or restrictions established by the Corporation. Such items may only be used in performance of the Employee's duties for the corporation. On request of the Corporation, the Employee shall immediately deliver any such items to the Corporation. Upon termination of employment, Employee shall have the affirmative duty to return any such item to the Corporation whether a request is made or not. The obligation to return Corporation property shall extend and include any and all work product, client property, proprietary rights, intangible property, and all other property of the corporation regardless of the form or medium. COMPENSATION The Corporation shall pay the Employee such hourly compensation as determined by the Corporation. Payment shall be at the same time as the Corporations usual payroll to other employees. BONUS & BENEFITS Payment of any bonuses shall be at the complete discretion of the Corporation. No guarantee or representation that any bonuses will be paid has been made to the Employee. Standard benefits that are provided to other non-management employees shall be offered to the Employee, subject to the Corporation's policies and the terms and conditions of such benefits. WITHHOLDING All sums payable to Employee under this Agreement will be reduced by all federal, state, local, and other withholdings and similar taxes and payments required by applicable law. QUALIFICATIONS OF EMPLOYEE The employee shall satisfy all of the qualification that are established by the Corporation. TERM OF AGREEMENT There shall be no guaranteed term of employment. Employer acknowledges and agrees that Employee shall be an \"At Will\" Employee and that Employee's employment may be terminated at any time by the Corporation, with or without cause. FEES FROM EMPLOYEE'S WORK The Corporation shall have exclusive authority to determine the fees, or a procedure for establishing the fees, to be charged to clients by the Corporation for services that are provided by the Employee. All sums paid to the Employee or the Corporation in the way of fees, in cash or in kind, or otherwise for services of the Employee, shall, except as otherwise specifically agreed by the Corporation, be and remain the property of the Corporation and shall be included in the Corporation's name in such checking account or accounts as the Corporation may from time to time designate. CLIENTS AND CLIENT RECORDS The Corporation shall have the authority to determine who will be accepted as clients of the Corporation, and the Employee recognizes that such clients accepted are clients of the Corporation and not the Employee. All client records and files of any type concerning clients of the Corporation shall belong to and remain the property of the Corporation, notwithstanding the subsequent termination of the employment. POLICIES AND PROCEDURES The Corporation shall have the authority to establish from time to time the policies and procedures to be followed by the Employee in performing services for the Corporation. This may include, but is not necessarily limited to, employment policies, computer use policies, Internet access policies, email policies, and all other policies, procedures, directives, and mandates established by the Corporation, whether or not in written form or formally adopted. Employee shall abide by the provisions of any contract entered into by the Corporation under which the Employee provides services. Employee shall comply with the terms and conditions of any and all contracts entered by the Corporation. TERMINATION Employee acknowledges and agrees that Employee is an \"at will\" employee of the Corporation. As such, no term of employment is created hereby and employee may be terminated at any time in the sole discretion of the Corporation, whether there exists any cause for termination or not. CREATIONS AND INVENTIONS Employee acknowledges and agrees that any and all work product of the Employee that is conceived or created during the Employee's employment with the Corporation is the exclusive property of the Corporation. This shall include any and all copyrights, trade secrets, confidential information, patents, trademarks, trade dress, ideas, concepts, plans, business plans, business concepts, techniques, inventions, drawings, artwork, logos, graphics, web pages, databases, software, programs, CGI's, plug ins, applications, brochures, inventions, marketing plans and concepts, and all other ideas and work product of the Employee. The Employee acknowledges and agrees that all creations shall be \"works made for hire\" as defined in the [ACT OR CODE]. Notwithstanding the fact that this material may be considered to be a work made for hire, Employee agrees, during Employee's employment and thereafter, which covenant shall survive any termination of the employment relationship, to execute any and all documents requested by the Corporation to confirm the Corporation's ownership and control of all such material, including but not limited to assignments of copyright, confirmations of work for hire status, waivers of proprietary rights, copyright application, and any other documents requested by Corporation. RESTRICTIVE COVENANTS","Employment Agreement_At Will Employee","7","https://templates.business-in-a-box.com/imgs/1000px/employment-agreement_at-will-employee-D541.png","https://templates.business-in-a-box.com/imgs/250px/541.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#541.xml",{"title":126,"description":6},"employment agreement_at will employee",[128,129,132],{"label":18,"url":100},{"label":130,"url":131},"Hire an Employee","hire-employee",{"label":133,"url":134},"Legal Agreements","business-legal-agreements","/template/employment-agreement_at-will-employee-D541",{"description":137,"descriptionCustom":6,"label":138,"pages":8,"size":9,"extension":10,"preview":139,"thumb":140,"svgFrame":141,"seoMetadata":142,"parents":144,"keywords":143,"url":147},"[DATE] [CONTACT NAME] [ADDRESS] [ADDRESS 2] [CITY, STATE/PROVINCE] [ZIP/POSTAL CODE] SUBJECT: JOB OFFER FOR [DESCRIBE] Dear [CANDIDATE NAME]: Congratulations! [Company name] is excited to offer you the position of [job title] with an expected start date of [day, month, year] at a starting salary of [dollar amount] per [hour, year, etc.]. You can expect to receive payment [weekly, biweekly, monthly, etc.], starting on [date of first pay period]. We must wrap up a few more formalities, including the successful completion of your [background check, drug screening, reference check, etc.]. As the [job title], you will report to [manager/supervisor name and title] at [workplace location] from [hours of day, days of week]","Job Offer Letter Long","https://templates.business-in-a-box.com/imgs/1000px/job-offer-letter-long-D12769.png","https://templates.business-in-a-box.com/imgs/250px/12769.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#12769.xml",{"title":143,"description":6},"job offer letter long",[145,146],{"label":18,"url":100},{"label":130,"url":131},"/template/job-offer-letter-long-D12769",{"description":149,"descriptionCustom":6,"label":150,"pages":151,"size":152,"extension":10,"preview":153,"thumb":154,"svgFrame":155,"seoMetadata":156,"parents":157,"keywords":160,"url":161},"Employee Handbook Understanding employment at [YOUR COMPANY NAME] Revised on [DATE] Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Table of Content Table of Content 2 Welcome to [YOUR COMPANY NAME]! 5 1. Organization Description 6 1.1 Introductory Statement 6 1.2 Customer Relations 6 1.3 Products and Services Provided 7 1.4 Facilities and Location(s) 7 1.5 The History of [YOUR COMPANY NAME] 7 1.6 Management Philosophy 7 1.7 Goals 8 2. The Employment 9 2.1 Nature of Employment 9 2.2 Employee Relations 9 2.3 Equal Employment Opportunity 10 2.4 Diversity 10 2.5 Business Ethics and Conduct 12 2.6 Personal Relationships in the Workplace 13 2.7 Conflicts of Interest 13 2.8 Outside Employment 14 2.9 Non-Disclosure 15 2.10 Disability Accommodation 16 2.11 Job Posting and Employee Referrals 17 2.12 Whistleblower Policy 18 2.13 Accident and First Aid 20 3. Employment Status and Records 21 3.1 Employment Categories 21 3.2 Access to Personnel Files 22 3.3 Personnel Data Changes 23 3.4 Probation Period 23 3.5 Employment Applications 24 3.6 Performance Evaluation 24 3.7 Job Descriptions 25 3.8 Salary Administration 25 3.9 Professional Development 26 4. Employee Benefit Programs 27 4.1 Employee Benefits 27 4.2 Vacation Benefits 27 4.3 Military Service Leave 29 4.4 Religious Observance 29 4.5 Holidays 29 4.6 Workers Insurance 30 4.7 Sick Leave Benefits 31 4.8 Bereavement Leave 32 4.9 Relocation Benefits 33 4.10 Educational Assistance 33 4.11 Health Insurance 34 4.12 Life Insurance 35 4.13 Long Term Disability 35 4.14 Marriage, Maternity and Parental Leave 36 5. Timekeeping / Payroll 40 5.1 Timekeeping 40 5.2 Paydays 40 5.3 Employment Termination 41 5.4 Administrative Pay Corrections 42 6. Work Conditions and Hours 43 6.1 Work Schedules 43 6.2 Absences 43 6.3 Jury Duty 45 6.4 Use of Phone and Mail Systems 45 6.5 Smoking 46 6.6 Meal Periods 46 6.7 Overtime 46 6.8 Use of Equipment 47 6.9 Telecommuting 47 6.10 Emergency Closing 48 6.11 Business Travel Expenses 49 6.12 Visitors in the Workplace 51 6.13 Computer and Email Usage 51 6.14 Internet Usage 52 6.15 Workplace Monitoring 54 6.16 Workplace Violence Prevention 55 7. Employee Conduct & Disciplinary Action 57 7.1 Employee Conduct and Work Rules 57 7.2 Sexual and Other Unlawful Harassment 58 7.3 Attendance and Punctuality 60 7.4 Personal Appearance 60 7.5 Return of Property 61 7.6 Resignation and Retirement 61 7.7 Security Inspections 62 7.8 Progressive Discipline 62 7.9 Problem Resolution 64 7.10 Workplace Etiquette 65 7.11 Suggestion Program 67 Acknowledgement of Receipt 68 Welcome to [YOUR COMPANY NAME]! On behalf of your colleagues, we welcome you to [YOUR COMPANY NAME] and wish you every success here. At [YOUR COMPANY NAME], we believe that each employee contributes directly to the growth and success of the company, and we hope you will take pride in being a member of our team. This handbook was developed to describe some of the expectations of our employees and to outline the policies, programs, and benefits available to eligible employees. Employees should become familiar with the contents of the employee handbook as soon as possible, for it will answer many questions about employment with [YOUR COMPANY NAME]. We believe that professional relationships are easier when all employees are aware of the culture and values of the organization. This guide will help you to better understand our vision for the future of our business and the challenges that are ahead. We hope that your experience here will be challenging, enjoyable, and rewarding. Again, welcome! [PRESIDENT NAME] President & CEO 1. Organization Description 1.1 Introductory Statement This handbook is designed to acquaint you with [YOUR COMPANY NAME] and provide you with information about working conditions, employee benefits, and some of the policies affecting your employment. You should read, understand, and comply with all provisions of the handbook. It describes many of your responsibilities as an employee and outlines the programs developed by [YOUR COMPANY NAME] to benefit employees. One of our objectives is to provide a work environment that is conducive to both personal and professional growth. No employee handbook can anticipate every circumstance or question about policy. As [YOUR COMPANY NAME] continues to grow, the need may arise and [YOUR COMPANY NAME] reserves the right to revise, supplement, or rescind any policies or portion of the handbook from time to time as it deems appropriate, in its sole and absolute discretion. Employees will be notified of such changes to the handbook as they occur. 1.2 Customer Relations Customers are among our organization's most valuable assets. Every employee represents [YOUR COMPANY NAME] to our customers and the public. The way we do our jobs presents an image of our entire organization. Customers judge all of us by how they are treated with each employee contact. Therefore, one of our first business priorities is to assist any customer or potential customer. Nothing is more important than being courteous, friendly, helpful, and prompt in the attention you give to customers. [YOUR COMPANY NAME] will provide customer relations and services training to all employees with extensive customer contact. Customers who wish to lodge specific comments or complaints should be directed to the [TITLE AND NAME OF THE PERSON RESPONSIBLE] for appropriate action. Our personal contact with the public, our manners on the telephone, and the communications we send to customers are a reflection not only of ourselves, but also of the professionalism of [YOUR COMPANY NAME]. Positive customer relations not only enhance the public's perception or image of [YOUR COMPANY NAME], but also pay off in greater customer loyalty and increased sales and profit. 1.3 Products and Services Provided You will find more information about our products and services by reading the [YOUR COMPANY NAME] Corporate Brochures. 1.4 Facilities and Location(s) Head Office: [ADDRESS] [CITY], [STATE] [ZIP/POSTAL CODE] [COUNTRY] 1.5 The History of [YOUR COMPANY NAME] [DESCRIBE THE HISTORY OF YOUR COMPANY HERE] 1.6 Management Philosophy [YOUR COMPANY NAME] management philosophy is based on responsibility and mutual respect. Our wishes are to maintain a work environment that fosters on personal and professional growth for all employees. Maintaining such an environment is the responsibility of every staff person. Because of their role, managers and supervisors have the additional responsibility to lead in a manner which fosters an environment of respect for each person. People who come to [YOUR COMPANY NAME] want to work here because we have created an environment that encourages creativity and achievement. [YOUR COMPANY NAME] aims to become a leader in [DESCRIBE YOUR COMPANY'S FIELD OF EXPERTISE]. The mainstay of our strategy will be to offer a level of client focus that is superior to that offered by our competitors. To help achieve this objective, [YOUR COMPANY NAME] seeks to attract highly motivated individuals that want to work as a team and share in the commitment, responsibility, risk taking, and discipline required to achieve our vision. Part of attracting these special individuals will be to build a culture that promotes both uniqueness and a bias for action. While we will be realistic in setting goals and expectations, [YOUR COMPANY NAME] will also be aggressive in reaching its objectives. This success will in turn enable [YOUR COMPANY NAME] to give its employees above average compensation and innovative benefits or rewards, key elements in helping us maintain our leadership position in the worldwide marketplace. 1.7 Goals [DESCRIBE YOUR COMPANY'S GOALS HERE] 2. The Employment 2","Employee Handbook","34",280,"https://templates.business-in-a-box.com/imgs/1000px/employee-handbook-D712.png","https://templates.business-in-a-box.com/imgs/250px/712.png","https://templates.business-in-a-box.com/svgs/docviewerWebApp1.html?v6#712.xml",{"title":6,"description":6},[158,159],{"label":18,"url":100},{"label":102,"url":103},"employee handbook","/template/employee-handbook-D712",{"description":163,"descriptionCustom":6,"label":164,"pages":165,"size":9,"extension":10,"preview":166,"thumb":167,"svgFrame":168,"seoMetadata":169,"parents":171,"keywords":170,"url":178},"CHECKLIST NEW EMPLOYEE ONBOARDING Preparation Before the First Day: Offer Letter and Employment Agreement Review and finalize the offer letter. Ensure the employment agreement is signed and returned. Welcome Email Send a welcome email with important information. Include details like the start date, time, location, and dress code. Workspace Setup Prepare the employee's workspace, including a desk, computer, phone, and any necessary supplies. Access and Accounts Request IT to set up computer and system access. Create email, software, and network accounts. Training Materials Prepare any training materials, manuals, or guides. Day of Arrival: Welcome Call or Meeting Schedule a welcome call or meeting to introduce the employee to your team and discuss their expectations and goals. Answer any initial questions they may have. Account Setup Help the employee set up their account or profile on your platform. Provide assistance with initial configuration and customization. First Day Orientation: Meet and Greet Welcome the employee and introduce them to the team. Company Overview Provide an overview of the company's history, culture, and values. HR Documentation Complete any remaining HR paperwork, such as tax forms and benefits enrollment. Office Tour Give a tour of the office and introduce facilities, restrooms, kitchen areas, etc. Training and Development: Company Policies and Procedures Conduct an orientation on company policies, including the employee handbook. Safety Training Provide safety guidelines and emergency procedures. 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Captures bank account details, routing numbers, and authorization. Free Word and PDF download.",[185,186,187,188,189,190,191,192],"direct deposit enrollment form template","direct deposit authorization form","employee direct deposit form","direct deposit form word","payroll direct deposit form","free direct deposit enrollment form","bank direct deposit form template","direct deposit setup form",{"name":194,"credential":195,"reviewed_date":196},"Bruno Goulet","CEO, Business in a Box","2026-05-02",{"difficulty":198,"legal_review_recommended":179,"signature_required":179},"easy",{"what_it_is":200,"when_you_need_it":201,"whats_inside":202},"A Direct Deposit Enrollment Form is a structured payroll document an employee completes to authorize their employer to deposit wages, salaries, or reimbursements directly into a designated bank account. This free Word download captures all required banking details and authorization language in a single page you can edit online and distribute to new hires or existing staff.\n","Use it during onboarding to set up payroll for new employees, when an existing employee changes banks or wants to update their account information, or when rolling out direct deposit for the first time across your organization.\n","Employee identification fields, financial institution details, routing and account numbers, account type selection, deposit allocation instructions, and an authorization statement with signature and date fields.\n",[204,208,212,216,220,224],{"title":205,"use_case":206,"icon_asset_id":207},"HR managers","Collecting banking details from new hires during onboarding paperwork","persona-hr-manager",{"title":209,"use_case":210,"icon_asset_id":211},"Small business owners","Setting up direct deposit for the first time without a dedicated payroll team","persona-small-business-owner",{"title":213,"use_case":214,"icon_asset_id":215},"Payroll administrators","Processing bank account updates when employees switch financial institutions","persona-payroll-admin",{"title":217,"use_case":218,"icon_asset_id":219},"Employees and contractors","Submitting banking information to receive wages without paper checks","persona-freelancer",{"title":221,"use_case":222,"icon_asset_id":223},"Nonprofit administrators","Enrolling staff and volunteers in electronic payment for reimbursements","persona-nonprofit-exec",{"title":225,"use_case":226,"icon_asset_id":227},"Accounting firms","Standardizing direct deposit enrollment across multiple client payrolls","persona-accountant",[229,233,237,240,243,247],{"situation":230,"recommended_template":231,"slug":232},"Employee splitting pay between two accounts","Direct Deposit Split Allocation Form","direct-deposit-enrollment-form-D672",{"situation":234,"recommended_template":235,"slug":236},"Contractor receiving project-based payments electronically","Vendor ACH Payment Authorization Form","overtime-authorization-form-D677",{"situation":238,"recommended_template":239,"slug":232},"Employee updating an existing bank account on file","Direct Deposit Change Form",{"situation":241,"recommended_template":242,"slug":232},"Employee canceling direct deposit and reverting to paper check","Direct Deposit Cancellation Form",{"situation":244,"recommended_template":245,"slug":246},"Employer setting up payroll for the first time","New Employee Onboarding Checklist","checklist-new-employee-onboarding-D13617",{"situation":248,"recommended_template":249,"slug":250},"Processing reimbursements separate from payroll","Expense Reimbursement Form","expense-reimbursement-policy-D13688",[252,255,258,261,264,267,270,273,276,279],{"term":253,"definition":254},"ACH Transfer","Automated Clearing House transfer — the electronic network used to move funds directly between bank accounts in the United States.",{"term":256,"definition":257},"Routing Number","A nine-digit number that identifies a specific financial institution within the ACH network, printed at the bottom-left of a check.",{"term":259,"definition":260},"Account Number","A unique number assigned to an individual bank account, used with the routing number to direct funds to the correct destination.",{"term":262,"definition":263},"Prenote","A zero-dollar test transaction sent through the ACH network before the first live deposit to verify that the routing and account numbers are valid.",{"term":265,"definition":266},"Voided Check","A check with 'VOID' written across it, submitted alongside an enrollment form to confirm routing and account numbers without allowing funds to be drawn.",{"term":268,"definition":269},"Deposit Allocation","Instructions specifying what portion of a paycheck goes to each account when an employee designates multiple bank accounts.",{"term":271,"definition":272},"Net Pay","The amount deposited after all taxes, deductions, and withholdings have been subtracted from gross wages.",{"term":274,"definition":275},"Preauthorized Debit","Written permission allowing a company to withdraw funds from an employee's or customer's account, required for ACH compliance.",{"term":277,"definition":278},"RDFI (Receiving Depository Financial Institution)","The employee's bank or credit union that receives the direct deposit funds through the ACH network.",{"term":280,"definition":281},"EFT (Electronic Funds Transfer)","The broad category of digital money movement that includes direct deposit, wire transfers, and ACH transactions.",[283,288,293,298,302,307,311,316,321],{"name":284,"plain_english":285,"sample_language":286,"common_mistake":287},"Employee Information","Full legal name, employee ID, department, and hire date to match the form to the correct payroll record.","Employee Name: [FULL LEGAL NAME] | Employee ID: [ID NUMBER] | Department: [DEPARTMENT] | Hire Date: [MM/DD/YYYY]","Using a preferred name or nickname instead of the legal name — a mismatch with payroll records causes the ACH deposit to be rejected or delayed.",{"name":289,"plain_english":290,"sample_language":291,"common_mistake":292},"Financial Institution Name and Address","The full name and branch address of the bank or credit union where the account is held.","Bank/Credit Union Name: [INSTITUTION NAME] | Branch Address: [STREET, CITY, STATE, ZIP]","Leaving the address blank because it seems optional — some payroll processors require it for ACH compliance verification.",{"name":294,"plain_english":295,"sample_language":296,"common_mistake":297},"ABA Routing Number","The nine-digit routing number that identifies the employee's financial institution on the ACH network.","ABA Routing Number: [9-DIGIT ROUTING NUMBER] (verify on a voided check or bank statement)","Entering the wire transfer routing number instead of the ACH routing number — some banks have separate numbers for each, and using the wrong one causes the deposit to fail.",{"name":259,"plain_english":299,"sample_language":300,"common_mistake":301},"The employee's specific bank account number where funds will be deposited.","Account Number: [ACCOUNT NUMBER] | Confirm Account Number: [ACCOUNT NUMBER]","Omitting a confirmation field for the account number — without it, a single transposed digit goes undetected until a deposit fails.",{"name":303,"plain_english":304,"sample_language":305,"common_mistake":306},"Account Type","A checkbox indicating whether the account is a checking or savings account, which affects how the ACH transaction is coded.","Account Type: [ ] Checking  [ ] Savings","Selecting the wrong account type when designating a money market account — most money market accounts process as savings; confirm with the bank before submitting.",{"name":268,"plain_english":308,"sample_language":309,"common_mistake":310},"Instructions for how much of each paycheck is deposited into this account — either a fixed dollar amount or 100% of net pay.","Deposit Amount: [ ] 100% of net pay  [ ] Fixed amount: $[AMOUNT]  [ ] Remaining balance after other allocations","Marking both 'fixed amount' and '100% of net pay' on the same form — conflicting instructions cause the payroll processor to reject the setup entirely.",{"name":312,"plain_english":313,"sample_language":314,"common_mistake":315},"Authorization Statement","A preprinted statement where the employee agrees to the electronic deposit terms and authorizes the employer to initiate ACH credits to the listed account.","I authorize [EMPLOYER NAME] to initiate credit entries to the account listed above. This authorization will remain in effect until I provide written notice of cancellation with [X] business days' advance notice.","Stripping out or shortening the authorization language to save space — incomplete authorization language can void ACH compliance and expose the employer to NACHA rule violations.",{"name":317,"plain_english":318,"sample_language":319,"common_mistake":320},"Employee Signature and Date","The employee's handwritten or electronic signature and the date of completion, confirming the information is accurate and the authorization is voluntary.","Employee Signature: ___________________________ | Date: [MM/DD/YYYY]","Accepting undated forms — without a date, there is no record of when the authorization was granted, which complicates disputes over unauthorized transactions.",{"name":322,"plain_english":323,"sample_language":324,"common_mistake":325},"Employer or Payroll Representative Verification","A field for the HR or payroll processor to initial and date the form after verifying the information was entered into the payroll system.","Processed by: [PAYROLL REP NAME] | Date Entered: [MM/DD/YYYY] | Payroll System Confirmation #: [REFERENCE NUMBER]","Skipping the verification field and filing the blank form — without a processing confirmation, there is no audit trail if the deposit fails on the first pay date.",[327,332,337,342,347,352,357],{"step":328,"title":329,"description":330,"tip":331},1,"Enter employee identification details","Fill in the employee's full legal name exactly as it appears on their government ID and payroll record. Add their employee ID, department, and hire date.","Cross-reference the name against the I-9 form to catch discrepancies before the form reaches payroll.",{"step":333,"title":334,"description":335,"tip":336},2,"Gather bank details from a voided check or bank statement","Ask the employee to attach a voided check or a printed bank statement header showing their routing and account numbers. Do not rely on memory or mobile banking app screenshots alone.","A voided check is the most reliable source — the routing and account numbers are printed by the bank's MICR encoding system and are less prone to transcription errors than numbers typed into an app.",{"step":338,"title":339,"description":340,"tip":341},3,"Enter the nine-digit ABA routing number","Copy the routing number from the bottom-left of the voided check. Confirm it is the ACH routing number, not the wire transfer routing number, by checking the bank's website or calling the branch.","Large banks like Bank of America and Wells Fargo have different routing numbers by state — verify the number corresponds to the state where the account was opened.",{"step":343,"title":344,"description":345,"tip":346},4,"Enter and confirm the account number","Enter the account number in both the primary and confirmation fields. The account number appears after the routing number on the bottom of a check, before the check number.","Have the employee verify both entries before signing — a single transposed digit will cause the first deposit to reject and delay pay by one full cycle.",{"step":348,"title":349,"description":350,"tip":351},5,"Select account type and deposit allocation","Check either 'Checking' or 'Savings.' Then choose whether the full net pay or a fixed dollar amount should go to this account. For employees splitting pay, complete a separate line or form for each account.","For employees designating multiple accounts, process all allocation lines in the same payroll system session to avoid partial setups that trigger an overpayment.",{"step":353,"title":354,"description":355,"tip":356},6,"Review the authorization statement with the employee","Walk the employee through the authorization language so they understand the employer will initiate ACH credits to the listed account and that cancellation requires advance written notice.","Retain the completed, signed form in the employee's personnel file for a minimum of three years — this is the evidence of consent required under NACHA rules.",{"step":358,"title":359,"description":360,"tip":361},7,"Process, verify, and confirm in payroll","Enter the banking details into your payroll system, note the confirmation number on the form, and initial the employer verification field. File the signed paper copy securely.","Run a prenote (zero-dollar test transaction) at least one full pay cycle before the first live deposit — this catches invalid accounts before a real paycheck is at stake.",[363,367,371,375],{"mistake":364,"why_it_matters":365,"fix":366},"Using the wire routing number instead of the ACH routing number","Many banks assign separate routing numbers for ACH and wire transfers. Entering the wire number causes the deposit to fail or be returned, delaying pay by at least one cycle.","Instruct employees to confirm the ACH routing number directly with their bank or look it up on the bank's official website — not from memory.",{"mistake":368,"why_it_matters":369,"fix":370},"No confirmation field for the account number","A single transposed digit in a 10–12 digit account number sends the deposit to a random account or triggers a return — the employee doesn't get paid on time.","Add a 'Confirm Account Number' field to your form and require both entries to match before the form is accepted by payroll.",{"mistake":372,"why_it_matters":373,"fix":374},"Accepting undated or unsigned forms","Without a signature and date, the employer has no documented authorization for the ACH debit or credit, which violates NACHA operating rules and creates liability in a dispute.","Return incomplete forms immediately and require a new signed, dated copy before entering any banking information into the payroll system.",{"mistake":376,"why_it_matters":377,"fix":378},"Filing the form without a processing confirmation number","If the deposit fails on the first pay date, an unverified form provides no audit trail to determine whether the data was entered correctly or at all.","Require the payroll processor to log the system confirmation number on the form before it is filed, creating a complete chain of custody from submission to processing.",[380,383,386,389,392,395,398,401,404],{"question":381,"answer":382},"What is a direct deposit enrollment form?","A direct deposit enrollment form is a payroll document an employee completes to authorize their employer to deposit wages electronically into a designated bank account. It captures the employee's banking details — routing number, account number, and account type — along with a signed authorization statement. The employer uses the form to set up ACH credits through their payroll system.\n",{"question":384,"answer":385},"Is a direct deposit enrollment form legally required?","No federal law mandates direct deposit, and no single form is universally required by statute. However, NACHA — the organization governing the ACH network — requires employers to obtain written or electronic authorization from employees before initiating direct deposits. A signed enrollment form is the standard way to satisfy that requirement and protect the employer in the event of a dispute.\n",{"question":387,"answer":388},"What information does an employee need to complete the form?","Employees need their bank's nine-digit ABA routing number, their account number, and confirmation of whether the account is checking or savings. The most reliable source for all three is a voided check. Employees who don't have checks can typically obtain the information from a printed bank statement or their bank's online portal.\n",{"question":390,"answer":391},"Can an employee split their paycheck between two accounts?","Yes. Most payroll systems support split allocations. The employee fills out a separate enrollment form for each account and specifies either a fixed dollar amount or a percentage for each. One account is typically designated to receive any remaining balance after fixed allocations are applied. Both forms must be submitted and processed together to avoid an overpayment or shortfall.\n",{"question":393,"answer":394},"How long does direct deposit take to activate after the form is submitted?","In most cases, direct deposit takes one to two full pay cycles to activate after the form is processed. Many payroll administrators run a prenote — a zero-dollar test transaction — one cycle before the first live deposit to verify the account details. Employees should expect to receive a paper check for their next one or two pay periods after enrolling unless the payroll cutoff allows same-cycle processing.\n",{"question":396,"answer":397},"What happens if an employee enters the wrong account number?","If the account number is invalid, the ACH network returns the deposit and the employer must reissue payment — typically by paper check — which delays pay by several business days. If the account number belongs to someone else's account, the funds may post to the wrong account and require an ACH reversal, which can take 3–5 business days and is not always successful if the recipient has already withdrawn the funds.\n",{"question":399,"answer":400},"Do I need to attach a voided check to the enrollment form?","Attaching a voided check is strongly recommended but not universally required. It provides a bank-encoded verification of the routing and account numbers, reducing transcription errors. Employees without checks can substitute a bank-issued direct deposit letter or a printed statement showing the account and routing numbers. Mobile screenshots are generally not accepted because they can be edited.\n",{"question":402,"answer":403},"How should completed direct deposit enrollment forms be stored?","Completed forms contain sensitive banking information and should be stored in a secure, access-controlled location — either a locked physical file or an encrypted digital HR system. Retain forms for a minimum of three years after the employee's last pay period under the enrollment, as NACHA and most state record-retention guidelines require. Shred paper copies securely when the retention period expires.\n",{"question":405,"answer":406},"Can a contractor or vendor use this form?","A standard employee direct deposit enrollment form is designed for payroll ACH credits. Vendors and contractors receiving payments through accounts payable typically use a separate vendor ACH authorization form, which may include additional fields for a W-9 taxpayer identification number. Using the payroll form for vendor payments can create confusion in accounting records and should be avoided.\n",[408,412,416,420],{"industry":409,"icon_asset_id":410,"specifics":411},"Healthcare","industry-healthtech","Large clinical and administrative workforces across multiple pay grades make standardized enrollment forms critical to on-time payroll processing and audit compliance.",{"industry":413,"icon_asset_id":414,"specifics":415},"Retail and Hospitality","industry-retail","High turnover and hourly pay cycles mean enrollment forms are processed frequently; a clear, one-page format reduces errors during rapid onboarding.",{"industry":417,"icon_asset_id":418,"specifics":419},"Professional Services","industry-professional-services","Firms with remote employees across multiple states benefit from a consistent enrollment form that works with national payroll processors regardless of the employee's bank location.",{"industry":421,"icon_asset_id":422,"specifics":423},"Manufacturing","industry-manufacturing","Shift-based pay and union payrolls require accurate, verified account details to ensure net pay calculations and deduction allocations deposit correctly on fixed pay dates.",[425,428,431,434],{"vs":265,"vs_template_id":426,"summary":427},"D{PLACEHOLDER_ID}","A voided check is a supporting document that verifies banking details — it is not a form. An enrollment form is the actual authorization document the employer retains to comply with NACHA rules. Employees submit a voided check alongside the form to reduce transcription errors, but the check alone is not sufficient to authorize direct deposit.",{"vs":429,"vs_template_id":426,"summary":430},"Payroll Change Form","A payroll change form handles a broad range of employee record updates — name changes, tax withholding adjustments, benefit elections, and address corrections. A direct deposit enrollment form is narrowly focused on bank account details and ACH authorization. Use the enrollment form for initial setup or account changes; use the payroll change form for everything else.",{"vs":249,"vs_template_id":432,"summary":433},"employee-expense-reimbursement-form-D13383","An expense reimbursement form documents business costs an employee paid out of pocket and requests repayment. It does not authorize standing electronic deposits to a bank account. If reimbursements are paid through a separate ACH process outside payroll, a vendor ACH authorization form is more appropriate than a payroll direct deposit enrollment form.",{"vs":245,"vs_template_id":426,"summary":435},"An onboarding checklist is a tracking document that confirms all required paperwork and tasks are completed for a new hire. The direct deposit enrollment form is one item on that checklist. The checklist organizes the process; the enrollment form captures the banking authorization. Both are needed but serve distinct purposes.",{"use_template":437,"template_plus_review":441,"custom_drafted":445},{"best_for":438,"cost":439,"time":440},"Any employer or HR team collecting direct deposit information from employees","Free","5 minutes per employee",{"best_for":442,"cost":443,"time":444},"Employers adding custom split-allocation rules or integrating the form with a specific payroll platform","$0–$100 (payroll specialist review)","1–2 hours",{"best_for":446,"cost":447,"time":448},"Enterprise organizations with complex multi-account payroll structures, union agreements, or HRIS integration requirements","$200–$800 (HR consultant or payroll vendor setup)","1–5 days",[250,450,451,452,453,246,454,455,456,457,458,459],"small-business-expense-report-D13396","employment-agreement_at-will-employee-D541","job-offer-letter-long-D12769","employee-handbook-D712","risk-register-D14096","independent-contractor-agreement-D160","purchase-order-D1411","sales-invoice-D383","non-disclosure-agreement-nda-D12692","fixed-term-contract-D13225",{"emit_how_to":461,"emit_defined_term":461},true,{"primary_folder":100,"secondary_folder":463,"document_type":464,"industry":465,"business_stage":466,"tags":467,"confidence":473},"compensation-and-payroll","form","general","all-stages",[468,469,470,471,472],"payroll","direct-deposit","enrollment","banking","compensation",0.95,"\u003Ch2>What is a Direct Deposit Enrollment Form?\u003C/h2>\n\u003Cp>A \u003Cstrong>Direct Deposit Enrollment Form\u003C/strong> is a structured payroll document an employee completes to authorize their employer to deposit wages electronically into a designated bank account via the ACH network. It captures the employee's full banking details — financial institution name, ABA routing number, account number, and account type — along with a signed authorization statement that satisfies NACHA operating rules. Employers use the completed form to configure ACH credits in their payroll system, replacing paper checks with direct transfers that post on each scheduled pay date.\u003C/p>\n\u003Ch2>Why You Need This Document\u003C/h2>\n\u003Cp>Processing payroll without a signed enrollment form exposes the employer to NACHA compliance risk and creates no written record of the employee's consent to electronic deposits. If a deposit posts to the wrong account — due to a transcription error or an unverified routing number — and no authorization form is on file, the employer has no documented evidence that the employee provided the banking details. The resulting ACH reversal process can take 3–5 business days, meaning the employee misses a pay date entirely. A completed, verified enrollment form prevents this chain of events, provides the audit trail required under federal ACH rules, and gives payroll teams a reliable reference point for resolving any future discrepancies quickly.\u003C/p>\n",1781186029773]