PHCS

Annual Requirements Guide

Continuing Education and annual requirements for all team members

Part 2 of 4 - TEAM MEMBER RESOURCES - Annual Requirements

Please review and update the following: 

  • Team Member Update Form: Mandatory
  • Tax and Payroll Forms: Optional, unless there are changes or renewal requirements are not met.

*Team Member Update form

Required for all Team Members.

Click the tile above or the icon to confirm or update your personal contact information:

  • Name
  • Address
  • Phone
  • Email
  • Upload new versions of ID, Auto Insurance, CPR, etc.

Schedule Update

Optional

Click the title above or the icon to change or update your preferred schedule or working hours. Required for:

  • All team members wanting to update availability for additional clients

Done with your information update? 

Continue below to submit updated tax forms if needed. 

Otherwise, click here to continue to part 3.

Continue to Part 3

tax & payroll forms

Optional

Complete and submit an updated version of the the following forms only if there has been a qualifying change. See each item for specific details.  

IRS FOrm W-4 

Federal filing of withholding status. Required for: 

  • Name change
  • Change in dependents
  • Change in federal withholding amount
  • Change in filing / marital status 

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Ohio it-4

State filing of withholding status. Required for: 

  • Name change
  • Change in dependents
  • Change in federal withholding amount
  • Address change

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ADP Direct Deposit

Change where your paycheck is deposited. Required for: 

  • New Hires
  • Change in banking account

Note: Requires a least 2 weeks from date received to take effect. 

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