New Employee Benefits Orientation - Employee Checklist
Please complete this checklist as you go through the New Employee Benefits
Orientation. If you have questions, please contact your supervisor or Personnel
Office. This process assures that you receive the relevant information related to
your employment. Submit the applicable enrollment forms to your supervisor or
Personnel Office along with the checklist.
Step One: Read about and sign up for Essential Benefits and Services,
and complete required forms:
Health Benefits
Dental Benefits
Vision Benefits
Consolidated Benefits (CoBen)
FlexElect Medical and Dependent Care Reimbursement Accounts
Medical Provider Network - Physician and Medical Facility Designation
Beneficiary Designation - Death Benefits
Military Service Declaration
Documents That May Be Requested By Your Department
Employee Action Request (EAR)
Oath of Allegiance
Step Two: Read about and sign up for Optional Benefits and Services,
and complete required forms:
Savings Plus (401(k) and 457)
ScholarShare 529 College Savings Plan
Pre-Tax Parking
Long-Term Disability (LTD) Insurance (Excluded Employees Only)
Long-Term Care Program (Enrollment Temporarily Closed)
Consolidated Omnibus Budget Reconciliation Act (COBRA)
Group Legal Services Insurance Plan
Address Protection - Safe at Home
Home Address - Request for Non-Disclosure
Designation of Person to Receive Warrants
Employment and Salary Verification
Variable Work Schedule
Authorization to Use a Privately-Owned Vehicle on State Business
Voluntary Personal Leave Program (Specific Bargaining Units)
Direct Deposit
Annual Leave
Supplemental Life Insurance (Excluded Employees Only)
Print Checklist
Step Three: Read about Automatic Benefits and Services:
CalPERS Retirement
Alternate Retirement Program
Part-Time, Seasonal, and Temporary Program (PST)
Sick Leave
Family Medical Leave
Bereavement Leave
Catastrophic Leave
Vacation Leave
Leave of Absence
Military Leave
State Holidays and Personal Holiday
Workers' Compensation - Industrial Disability Leave (IDL)
Non-Industrial Disability Insurance (NDI)
Basic Group Term Life Insurance (Excluded Employees Only)
Travel and Accident Insurance (Excluded Employees Only)
Jury Duty
Step Four: Read about Informational Topics:
California State Government
State Policies
Employee Responsibilities
Your Rights
Career Development
Excluded Employees
Bargaining Units
Awards
California Works Well Health Promotion Program
Travel and Per Diem
Relocation
Partial Service Retirement
Employee Signature
Date
Supervisor Signature
Date
Personnel Office Signature
Date
Employee Department/Unit
Paychecks
State Disability Insurance (Specific Bargaining Units)
Retiree Vision Program
Employee Name
Employee Assistance Program (EAP)
State-Owned Housing
Retiree Group Legal Services Insurance Plan
Retiree Basic Group Life Insurance