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Co-employer Materials

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CO-EMPLOYER MATERIALS

Thank you for selecting Tracy Stein Management Services, Inc. (TSM) to be your Employer of Record and Fiscal Agent. The following information and forms is everything you will need as a Co-EmployER. I recommend you bookmark this page for future reference, print all of the following forms and put all this information in a binder and keep it in spot that is easy for both you and your employees to get at.

Document Description What you need to do
Complete Co-EmployER Packet This PDF contains all of the forms below.  If you are new to TSM please download this packet, print it out and create a binder for your records. Put this binder in a place both you and your employees can access. 
TSM Check Request Form This form is used to request Bill Paying Services  Please complete page 1-4 and return it to me. Make a copy and keep it for your records. 
Service Agreement for Co-EmployER services This agreement details the relationship between you and Tracy Stein Management Services, Inc.. It must be completed and returned to TSM before we perform any services on your behalf.  Please complete page 1-4 and return it to me. Make a copy and keep it for your records. 
Notice to TSM of New EmployEE This letter is completed by you before the job is offered to the person you want to hire.  A copy of this letter is sent to your service coordinator who will forward it to TSM to be placed in the employee file along with the required items from the employee packet. 
Performance Evaluation I have provided you with this form to use when you are evaluating your employee's performance. You should complete a performance evaluation once a year for every employee.  This evaluation can be completed as needed but a copy of the completed document should be sent to TSM so it can be placed in your employee's file with TSM. You should complete a performance evaluation once a year for every employee. 
EmployEE Warning This form is used when you are unhappy with the work an employee is doing for you. This form can be used for both a verbal or written warning. 
  • If you have had to talk to an employee about a situation you are unhappy with you should complete one of these forms and send it to TSM to be placed in the employee's file. 

  • If you want to handle things a little more formally you can complete this form then have a talk with the employee about the situation you are unhappy with and have the employee sign the form. The form is then sent to TSM to be placed in the employee’s file

 
Notice to EmployEE of Change in Relationship This form is sent to TSM when an employee either quits or is fired.  You should always call TSM at (877) 966-1606 before you fire an employee. Fill out this form and return it to TSM to be included in your employee's file. Employee must receive their last check upon termination.  
Co-EmployER Change Sheet
  • This form is completed by the Co-EmployER to tell TSM about any of the following changes in the Co-EmployER's information
 
Fill out this form and return it to TSM to be included in your Co-EmployEE file. 
EmployEE Handbook Each Co-Employer is sent a copy of the handbook. This handbook details all of the things a person needs to know as an employee. It is important that you as an employer understand it as well.  This handbook is to be provided to each employee. 
EmployEE Posters As the Co-Employer you must have a copy of these posters in your home if you have employees working there.  I recommend you place them in a binder for your employees to review if they would like. Each year you should replace the set in your binder with a current set. You can order them from the store at www.calchamber.org.  
Wage Order 15 This is the Industrial Welfare Commission wage order we are working under.  I recommend you place them in a binder for your employees to review if they would like. 
Payroll Processing Calendar This shows you each pay period, when you need to have your employee timesheets to TSM and what the pay day is for each period.  I recommend you place them in a binder for you and your employees to review if they would like. 
EmployEE Change Sheet This form is used to notify me of changes with respect to things like your Address, Name or to be removed from Direct Deposit.  Fill this form out if there is a change in your information and return it to TSM. 

©2008 TRACY STEIN MANAGEMENT SERVICES, INC. — DESIGNED BY FUEL CREATIVE GROUP, SACRAMENTO, CALIFORNIA