Payroll and Personnel Checklist
Especially if you are under a county or city government MOA, investigate their expectations and all the information they can provide including whether or not your employees will be considered part of a bargaining unit.
Talk to human resource person about this process. City/county clerk is a good place to start.
Take one of the annual classes offered for businesses that helps with the payroll and personnel process
Contact the Montana Social Security Administrator
Complete paperwork for IRS Complete paperwork for State of Montana Department of Revenue
Complete paperwork for Department of Labor and Industry
Complete paperwork for the Department of Homeland Security's Citizenship and Immigration Services office (I-9 forms)
Adopt an interim personnel policy or formal one if you have time
Adopt interim job descriptions or create them if they don't exist
Transfer staff and benefits to new district if applicable
Complete paperwork for health insurance if applicable
Complete paperwork for retirement benefits if applicable
Create timesheets and other payroll/personnel documents
Talk to city/county clerk and recorder for advice on setting up payroll system
Set up payroll system if handling payroll internally
Set up connections between software and bank
Enter employee data into system
Make sure that a system is in place for paying
Federal and state income taxes
Medicare
Social Security
Worker's compensation
Unemployment insurance
Health insurance (if applicable)
Retirement (if applicable)
Set up checks and balances within system
Run through payroll in a test environment to identify any problems, etc.
ASPeN: The New Library Directory
- Home
- Introduction
- Challenges of being a library district
- Joys of being a library district
- Contact Us
- Getting Started - Helpful Hints
- Develop an Action Plan
- Work/Life Balance
- Celebrate Your Successes
- Getting Started Checklist
- Working with the city and county during the transition
- County Actions
- City Actions
- Memorandums of Agreement
- Independent or with County
- City/County Transitions Checklist
- Paperwork, paperwork, paperwork!
- Employer Identification Number
- Name Change
- Notify Department of Administration
- Create List of Contacts
- Paperwork Checklist
- Accounting and other money matters
- Funding during the transition phase
- Decide how to handle accounting
- Paperwork and other details
- Transfer of cash and other liquid assets
- Develop agreements with the Friends and Foundation
- Funding for the First Year
- Accounting Checklist
- Payroll and Personnel
- Initial Decisions
- Take a class
- Notify Revenue Departments - State and Federal
- Personnel
- A note about independent contractors
- Payroll
- Payroll and Personnel Checklist
- Property and other assets
- Transfer Assets
- Obtain Insurance
- Maintenance, Repair, and Utility Costs
- Depreciation of Assets
- Assets Checklist
- The Library Board and its Duties
- Create and adopt an action plan
- Support library staff
- Adopt bylaws for the board
- Hire legal counsel
- Purchase errors and omissions insurance
- Begin work on a long range plan
- Begin adopting policies
- Adopt resolutions and a budget
- Election of board members
- Board Checklist
- Public relations and library services
- Keep the public informed
- Design a new logo and look
- Plan for new services
- Public Relations Checklist
- Reporting Requirements
- IRS Reporting
- Department of Administration Reporting
- Auditing the Library's Accountings
- Depreciate Assets
- Montana Department of Revenue Reporting
- Montana Department of Labor and Industry Reporting
- Montana Public Employees Retirement Administration
- Create an annual report for the library
- Montana State Library Reporting
- Reporting Checklist
- Conclusion
- Appendices