FRTIB Onboarding Checklist

✓ Action Link Owner(s)

1 ☐ Completes and returns applicable Entrance on Duty new 

hire forms prior to EOD.

Link will be sent through 

USAJobs to your profile Employee

2 ☐ Insurance:

Determines eligibility and reviews available programs.

https://www.opm.gov/he

althcare-insurance/GuideMe/New-ProspectiveEmployees/

Employee

3 ☐

Suitability Processing / Background Investigation

Employee may be contacted to complete additional 

forms via the NIMBIS system.

Note: This does not apply if employee already completed 

the appropriate background investigation.

When scheduled for a PIV card appointment please 

review the "Acceptable Forms of Identification" 

document in advance of your appointment.

N/A ORM-BCSD / 

Employee

✓ Action Link Owner(s)

1 ☐

Attends New Employee Orientation (NEO)

Orientation for new employees covers a variety of topics:

**Privacy Briefing

**Personnel Briefing & Issuance of Fobs and Badges

**EEO Briefing

**Information Security Briefing

**Issuance of Office Keys

**Tour and Respective Program Area Topics

N/A ORM-HR / 

Employee

2 ☐

If employee is a transfer from another agency, employee 

must provide the servicing HR office with a copy of the 

last Leave and Earnings Statement from the losing 

agency so leave balances can be transferred. In addition, 

employee contacts the Benefits Specialist regarding 

FSA, LTC, TSP Loan(s).

N/A ORM-HR / 

Employee

3 ☐ After orientation, completes the next step in badging 

process, if applicable. N/A ORM-BCSD / Employee

This Onboarding Checklist was created to enhance your entrance experience to the FRTIB and acclimation to the 

agency. As such this checklist is for your use only and does not need to be returned to the agency. This checklist 

is not auditable. 

Please note, some of the links in this checklist will only work within the FRTIB network.

BEFORE ARRIVAL

DAY 1

Page 1 of 5 v2020.11
FRTIB Onboarding Checklist

✓ Action Link Owner(s)

1 ☐

Discusses work schedules and completes Telework 

Agreement Application form, if applicable. Sends 

completed form to Telework Program Manager.

Human Capital Programs 

(sharepoint.com)

Employee / 

Supervisor and/or 

Telework Program 

Manager

2 ☐

Discusses work schedules and completes Alternate Work 

Schedule (AWS) form, if applicable. Sends completed 

AWS form to Benefits Specialist. 

Human Capital Programs 

(sharepoint.com)

Employee / 

Supervisor and/or 

Benefits Specialist

✓ Action Link Owner(s)

1 ☐ Reviews list of mandatory training requirements for all 

employees.

Workforce Development 

and Analytics Branch 

(sharepoint.com)

Employee

2 ☐ Verifies time card in QuickTime. Quicktime Quicktime 

Login (doi.gov) Employee

3 ☐ Enrolls in the transportation subsidy program, if 

applicable.

Mission Support Branch 

(sharepoint.com)

Employee / ORMMOD

✓ Action Link Owner(s)

1 ☐ Reviews Leave and Earning Statement (LES) in 

Employee Express. 

Welcome to Employee 

Express - Employee 

Express

Employee

✓ Action Link Owner(s)

1 ☐ Establishes Individual Development Plan (IDP) (must be 

finalized within 30 days of entrance on duty). frtib.sumtotal.host/Broke Supervisor / 

Employee

2 ☐ Establishes performance standards (must be finalize 

within 30 days of entrance on duty).

USA Performance® - 

Login Page (opm.gov)

Supervisor / 

Employee

3 ☐ Reviews Personnel Action in eOPF. 

EHRI Electronic Official 

Personnel Folder 

(opm.gov)

Employee

4 ☐ If you are a filer, completes the OGE 450 form and 

submits to OGC. N/A Employee / OGC

5 ☐ Enrolls in and completes CUI training in Oasis https://frtib.sumtotal.host

/ Employee

6 ☐ Enrolls in FRTIB 101 training (offered multiple times 

per year).

Provided When 

Available Employee

7 ☐ Enrolls in TSP Overview for Board Employees (offered 

3 times a year).

Provided When 

Available Employee

WITHIN 30 DAYS

WITHIN WEEK 1

BEFORE THE END OF WEEK 2

BEFORE THE END OF WEEK 3

Page 2 of 5 v2020.11
FRTIB Onboarding Checklist

✓ Action Link Owner(s)

1 ☐

Deadline to enroll in a health plan. More information 

found at: https://www.opm.gov/healthcareinsurance/healthcare/

• Submits form (SF-2809) to the Benefits Specialist

Employee

2 ☐

Deadline to enroll in a dental and/or vision plan. More 

information found at: https://www.opm.gov/healthcareinsurance/dental-vision/

• Enrolls through BENEFEDS website

https://www.benefeds.co

m/ Employee

3 ☐

Deadline to enroll in a Flexible Spending Account. 

More information found at: 

https://www.opm.gov/healthcare-insurance/flexiblespending-accounts/

• Enrolls through FSAFEDS website

https://www.fsafeds.com

/ Employee

4 ☐

Deadline to enroll in life insurance. More information 

found at: https://www.opm.gov/healthcare-insurance/lifeinsurance/

• Submits form (SF-2817) to the Benefits Specialist

Employee

5 ☐

Reviews Long Term Care (LTC) Features and Options

NOTE: Before 60 days application is abbreviated. After 

60 days application process is more in-depth.

https://www.ltcfeds.com/ Employee

6 ☐ Enrolls in and completes Records Management training 

in OASIS

https://frtib.sumtotal.host

/ Employee

7 ☐ Enrolls in and completes No Fear Act training in OASIS https://frtib.sumtotal.host

/ Employee

✓ Action Link Owner(s)

1 ☐

Completes a Thrift Savings Plan (TSP) election form. 

More information found at: 

https://www.opm.gov/retirement-services/my-annuityand-benefits/thrift-savings-plan/

• Submits election form to the Benefits Specialist

Employee

2 ☐ Enrolls in and completes Ethics training. OGC will 

contact the new employee to schedule. N/A Employee / OGC

3 ☐ Enrolls in and completes FRTIB supervisory training, if 

applicable.

https://frtib.sumtotal.host

/ Employee

WITHIN 90 DAYS

WITHIN 60 DAYS

Page 3 of 5 v2020.11
APPENDIX A

In-Processing Forms Checklist

SF 2823 Designation of Beneficiary FEGLI

SF 3102 Designation of Beneficiary FERS

The above two forms are required if your decision differs from the natural order of 

precedence.

SF 2809 Health Benefits Election Form

SF 2817 Life Insurance Election FEGLI

TSP 1 Thrift Savings Plan Election Form

TSP 3 Thrift Savings Plan Designation of Beneficiary (unfillable PDF)

Federal Retirement Thrift Investment Board (FRTIB)

77 K Street NE, Ste 1000, Washington D.C. 20002

This checklist will assist you in completing the necessary forms for your onboarding or transfer to the 

FRTIB.

The section of the checklist is applicable to:

- New to the federal government (includes reinstatement) -

NOTE: If you have prior federal service please alert your HR Specialist.

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APPENDIX A

In-Processing Forms Checklist

Other miscellaneous information for transfers:

It is recommended you provide a copy of last leave and earnings statement (LES) (Transfer eligible only) 

dated the Saturday prior to the effective date of the FRTIB appointment.

Rehires must provide last LES prior to separation or SF 1150.

The section of the checklist is applicable to:

- Transfers from another federal agency -

Do you have a Federal Flexible Spending Account?

If yes, when you change agencies (i.e., transfer from Department of the Army to FRTIB) you will need to 

notify the Federal Flexible Spending Account with the following information:

 * Name of new employing agency: Federal Retirement Thrift Investment Board

 * New agency payroll identification number: 26-14-0001

 * Effective date of Transfer ____________________

You may contact an FSAFEDS Benefit Counselor toll-free at 1-877-FSAFEDS (372-3337), (TTY: 1-800-

952-0450), Monday through Friday, 9:00 AM until 9:00 PM, Eastern Time. Please be advised that there 

may be payroll allotments missed due to the transfer. In this case future allotments will be increased 

throughout the Benefit Period to ensure you meet your annual election.

Are you enrolled in the Federal Employees Dental and Vision Insurance Program (FEDVIP)?

If so, when you change agencies you must provide the following information to insure your coverage 

does not lapse.

 * Name of new employing agency: Federal Retirement Thrift Investment Board

 * New agency payroll identification number: 26-14-0001

 * Effective date of Transfer ____________________

You may either update this information yourself online at www.BENEFEDS.com or by contacting 

customer service at 1-877-888-FEDS (3337) or TTY 1-877-889-5680. Customer Care Consultants are 

available Monday through Friday from 9:00 am to 7:00 pm Eastern Time.

Do you have a TSP Loan or making TSP Catch Up Contributions?

If so, you must immediately notify this office to insure your TSP loan payments and catch up 

contributions continue. The Financial Liaison Center only re-initiates TSP loans. In order to do so, you 

must submit a copy of the Verification of Account (TSP-19). You will also need to provide your loan 

account number and payment amount. If the FRTIB has a different pay cycle from your current agency, 

you should reamortize your loan to avoid being in default.

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