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1. New Employee / Change Notice – Please complete all applicable sections of this form.

2. Form W-4 – This form is used to instruct the payroll system how to tax your wages and withhold the appropriate taxes based on those earnings. If you are unsure of how to fill out this form to claim the appropriate withholding, please see form the instructions included with the form or use the wage calculator on the irs.gov website https://www.irs.gov/individuals/irs-withholding-calculator.

3. Employment Tax Information – Please complete all applicable sections of this form to establish your relationship to the Employer of Record (not Morning Sun).

4. Live and Work with the Person You Serve – You may qualify for this tax exemption if you live with the person you are serving, and that address is your permanent address. Complete this form, answer the questions and sign and date.

5. Direct Deposit Authorization Form – Please complete this form to choose how you would like to receive your pay. For direct deposit, please include a voided check or bank letter with this form. If you choose to receive your pay through a Rapid Pay card, the pay card will be mailed to you.

6. Form I-9 Employee Eligibility Verification – Please complete and sign Section 1. You must show the proper forms of identification to your employer. Your employer or authorized representative must complete and sign Section 2 of this form and submit copies of the employee's forms and/or IDs to Morning Sun. Please review the the lists of acceptable identification documents.

7. Background Screening Application – Read the instructions on the form carefully. Applications must be completed in full and be clearly legible. Any incomplete or illegible applications will be returned to revise.

a. Upon submission of the Background Screening Application, employees will receive an email directly from the Utah Office of Licensing (noreply@innovativearchitects.com) to review and complete the electronic consent and disclosure survey within three days.

b. Once the electronic disclosure survey has been completed, Morning Sun HR will send you (employee) a separate email containing information on how to proceed with the Live Scan fingerprint process. Do not attempt to get fingerprints taken until you have completed the disclosure survey and received the necessary Live Scan form and instructions from Morning Sun.

c. New employees must take the Live Scan authorization form to one of the designated Live Scan locations, (location list provided in the Live Scan information email), and give the Fingerprint Technician their authorization form.

• If a fee is charged for Live Scan fingerprinting, employees may submit their receipt along with the completed Fingerprint Reimbursement form, (form provided in the Live Scan information email) and submit them both to payroll@morningsunfs.com. The reimbursement only applies to fully enrolled (hired) employees for up to $16.00

d. Morning Sun cannot issue a hire date without the completion of all enrollment paperwork including the Background Screening Application, electronic Disclosure Survey, and Live Scan fingerprint form submission.

8. Notice 797 – Please read through this form to determine if you are eligible for a federal tax refund due to qualifying for the earned income credit (EIC).

Welcome to Morning Sun Financial Services! 

We are the financial management service for your employer. That means we will be responsible for processing your timesheets and/or EVV records and handling your paychecks. 

As an employee to a participant/consumer receiving self-administered (or self-determined) services, you play a vital role in helping this individual achieve independence and live a fuller life. You will not only be providing a valuable service to this person, but also making a contribution to their family and to society as a whole. 

What are Self-Administered Services (SAS)? 

The individual you have been hired to work with or their representative has chosen services that are “Self-Administered”, or “Self-Determined”. Self-Administered Services puts the person with the disability in control of the care and assistance they need. The individual or their representative chooses who they want to work with them and provide their care, what type of care they want and need, and when they want to receive that care. Often the individual or their representative chooses family members, friends or other people that know them well. The individual or their representative hires and manages their own workers, they decide what type of support they want the workers to provide and when they want the support workers to work with them. 

Self-administered services have their origins in the concept of self-determination. Self-determination is a movement aimed at changing the service system for people who have disabilities. 

Self-determination means that each person who has a disability has the same rights as all other citizens to have a meaningful life that is: 

• Fully integrated into their communities 
• Rich in relationships
• Individually crafted 

The Self-Determination Project showed that when participants are given control over the funds allocated for their support, they create the type of supports they need to live the life that they want instead of a life determined by others.

What are the advantages of Self-Administered Services?

• Individuals can plan their own services to lead the type of lives they choose.
• Individuals choose where and when services are provided.
• Individuals can hire, manage and direct their own support workers.
• Individuals can hire support workers from people they already know
  including friends, neighbors, and local organizations.
• Individuals can choose support workers familiar with their own language, culture, and traditions.
• Individuals can make stronger connections with their communities.

The Role of the Employee, the Employer and Morning Sun Financial Services

• Employer 
  
  • The employer is either the person you have been hired to work with (also referred to as “Participant”) or their responsible representative.
  • Many times, the responsible representative is a family member that helps the participant manage these services. 
  • The employer is also the person that:
    
    • Hires you.
    • Decides how much you will be paid.
    • Decides what days and times you will work.
    • Trains you on how to care for the participant.
    • Decides what tasks you will be asked to do.
    • Supervises you.
• Morning Sun Financial Services
  
  • We are the the Financial Management Services (FMS) or “Payroll Agent.” This means we are responsible for processing your employer’s EVV time records, paying their employees, paying payroll taxes and making sure all employment laws are followed.
• Employee
  
  • Your role as an employee is working for a person who is choosing Self Administered Services may be a new experience for you as the Employee. 
  • If you have worked with people with disabilities in the past through an agency, you may find this job is a little different. An agency will hire, train, schedule, and assign you to an individual. But in Self-Administered Services, the individual with disabilities or their responsible representative has chosen you to work with them. 
  • The person who hired you will train you on your duties according to the participant’s needs and wishes. 
  • You may also have been chosen as an Employee because you know the individual receiving services’ family. Perhaps you are a family member, neighbor, friend, or other acquaintance. 
  • One of the benefits of Self-Administered Services is that it allows the Participant to hire people they know and are comfortable with. Family members and other people the Participant knows must meet the same qualifications and follow the same rules as all employees.

New Employee Packet 

The first step to become an employee is to complete a New Employee Packet. Your Employer will give this to you and help you to fill it out if you have questions. There will be instructions on how to complete the forms as you go. Your Employer will also have parts of the packet to complete. Your Employer will check the packet to make sure it has been filled out correctly. Your Employer will then return the packet to Morning Sun. Forms that are missing information may cause a delay in the approval for you to begin working. You may not work until Morning Sun has given this approval to your Employer. 

Payroll Policies and Procedures

• Starting Wage 
  
  • Your wage is decided by your Employer (within established guidelines of the program).
• Pay Periods
  
  • Pay periods are twice a month: 1-15th and the 16th-end of the month.
  • Payment is issued at the 15th and last day of the month. We have included a payroll schedule as part of this packet. Each workweek begins on Sunday at midnight and ends on the following Saturday at 11:59pm.
• Timekeeping
  
  • Employees must record their hours worked for each shift by utilizing a timesheet. The Employer is responsible for approving all shifts the employee works.
  • Electronic Visit Verification (EVV): The employee must record their hours worked for each shift  using an EVV app on a cell phone or tablet. Each login the employee makes will capture the employee’s name, the participant they are serving, start times and end times, the date and the type of service being provided. The Employer is responsible for approving all shifts the employee works. EVV instructions will be sent to you once a hire date has been issued and you are given permission from Morning Sun to begin working. 
• Issues That May Delay Payroll:
  
  • Timesheets or EVV transactions that are not completed properly or accurately.
  • Timesheets or EVV transactions that are missing approval from either you or your employer.
  • Timesheets or EVV transactions that are received after the due date.
  • Timesheets or EVV transactions that include unauthorized hours on the time record.
  • A Good to Go date had not been issued by the Morning Sun Human Resources Department before you began working.
  • Insufficient funding left on the Participant’s waiver allocation.
• Employee Paychecks 
  
  • You have a few choices in how you would like to receive your pay.
  • If you choose an electronic deposit, your options are to have your payroll deposited directly into your personal bank account or on The rapid! PayCard issued by Mastercard.
  • If you provide Morning Sun with your email address your earnings statement will be emailed to your personal email account. If you do not provide an email address, your earning statement will be mailed to you via the US mail.
  • You also have the choice of having your paycheck mailed to you. We encourage Employees to use direct deposit or the cash card option to avoid delays caused by the United States Postal Service. We are unable to guarantee when your paycheck will be delivered to you.
• Corrections Involving Payroll
  
  • If you feel that there has been a mistake with a payment made to you, please tell your Employer immediately. Your Employer should immediately tell our Payroll Specialist. You may also choose to contact the Morning Sun Payroll Specialist yourself. Morning Sun will work with the Employer or Employee to immediately fix the problem.
  • If Morning Sun makes a mistake in the payment to you, we will correct that error and send a new payment within one business day. 
• Customer Service
  
  • Our Payroll Specialists and HR Specialists are available between the hours of 8am to 5pm CST, Monday through Friday to assist with questions you may have.
  • For questions on paychecks, taxes, payroll information, timesheets, or EVV time records: Please contact the Payroll department 
  • For assistance completing a new employee packet or for questions on background checks, personal information updates, employment verifications: Please contact the Human Resources department 
• Complaints and Grievances 
  
  • If Employees have a complaint or problem, the first step is to let your Employer know so they can work to fix the issue with you.
  • If you are not satisfied with their response, please let the Morning Sun Program Administrator know right away.
    • Ceil VanCampen, Program Administrator, Ceil Van Campen, 801-484-0787, cvancampen@morningsunfs.com
  • If you are not satisfied with the Program Administrator’s response, you may also contact any of the following individuals: 
    
    • Chief Operating Officer, Cheryl Vennerstrom at 612-239-3768, cherylv@orionassoc.net 
    • Chief Financial Officer, Stephanie DeForrest at 763-450-3780, sdeforrest@orionassoc.net
    • Executive Director of Payroll Operations, Justin Dukowitz at 763-450-3781, jdukowitz@orionassoc.net

This form provides Morning Sun with important employee information such as name, address, phone number, date of birth, and social security number as well as wage information. You must notify your Employer whenever there is a change in your contact information such as your address or phone number. This will ensure you receive any important notifications from Morning Sun. The Employer must complete this form and return to Morning Sun each time there is a change in an employee’s personal information, if their wage changes or if the employee is terminated.

By signing below, Employee and Employer agree that any applicable overtime hours shall be paid to Section 7 (g)(2) of 29 CFR 778.415 of the Department of Labors' regulations concerning payment of overtime and current negotiated rates between Employee and Employer. 

Overtime shall be paid at one and one-half times the hourly rate of the service code the 41st hour is worked. All subsequent hours will be paid at one and one-half times the hourly rate of the applicable service codes.

If you have questions regarding your service codes, please contact your Support Coordinator. 

I understand that my personal information including name, date of birth, social security number and fingerprints will be used for the purpose of conducting a criminal history records search through any applicable state and federal databases. This information will be used by the Department of Human Services, Office of Licensing to determine my eligibility to have direct access to a child or vulnerable adult. My personal information and fingerprints may be retained for ongoing monitoring and comparison against future submissions to the state, regional or federal database and latent fingerprint inquiries. The Department of Human Services, Office of Licensing will establish procedures to ensure removal of my fingerprints from applicable state and federal databases when I am no longer under their purview. I understand that I may request to review any results of this inquiry and understand that UCA 53-10-108 does not allow the Department of Human Services, Office of Licensing to provide a copy of those results to me. Before a determination is made, I understand that I will be afforded a reasonable amount of time to challenge the completeness and accuracy of the record through the procedures established by the Department of Human Services, Office of Licensing as well as contacting the Utah Bureau of Criminal Identification (Utah Criminal History Results), the State Identification Bureau (SIB) associated with any results that are outside of Utah, or the Federal Bureau of Investigation (Nationwide Criminal History Response Information). I have read the attached Privacy Statement and understand my rights according to this statement.

By signing this form, the applicant authorizes Morning Sun Financial Services, the State of Utah Department of Human Services, Office of Licensing as well as the Utah Bureau of Criminal Identification to release information to the self-directed program with the State of Utah and my prospective employer as it pertains to my potential employment. The applicant understands that employment is dependent on an approved background check. Also, by signing this form, I certify the information I provided on this form is true and correct and I acknowledge it is unlawful to provide false or misleading information concerning criminal history or security check to an employer. I agree that this Authorization form in original, faxed, photocopied or electronic (including electronically signed) form will be valid for any reports that may be requested.

The information obtained herein will only be used for the purposes of obtaining the background study required by DHS.

• The timesheet due date is the last date your time entry will be accepted for on-time payment
• You must approve your time entries on or before the due date, even if the due date is a holiday
• Hours worked on holidays through self-directed services paid through Morning Sun Financial Services are not eligible for additional pay or time off

• Phone: 1-844-450-5444
• Fax: 1-866-497-6368
• Email: payroll@morningsunfs.com 
• Mailing: Morning Sun Financial Services-UT, ATTN: Payroll, 9400 Golden Valley Road, Golden Valley, MN, 55427

Authorization must be given to the Utah Department of Health and Human Services Office of Background Processingto complete the background check. This will come in an email from noreply@innovativearchitects.com.You have 5 days from the time this application is submitted to complete the electronic disclosure form:

I authorize Utah Department of Human Services Office of Licensing to investigate and continually monitor my past and present child and adult abue, neglect and exploitation records, law enforcement, driver license, and any information which may be pertinent to my application according to Utah Code 62A-2-120, 121, 122, and Administrative Rule 501-14. I authorize the release of all information and I release and hold harmless the Department of Human Services from any damages resuling from the Department of Human Services furnishing such information to authorized agencies. I certify my answers contain no misrepresentations or falsifications, and the information is true and complete. I understand that providing false or inaccurate information or failing to provide information may result in my background screening being denied. I have read and understand the Consent and Privacy Statement on page 2. DHS may contact me to complete, fill out or correct technical omissiosn such as a date or other typographical errors.

Employees providing domestic or household services and hired directly by the service recipient or representative in a program using a Fiscal/Employer agent may be exempt from paying certain federal and state taxes that are normally paid by employers and employees; based on the employee's student status, age, or family relationship with the employer. These exemptions are NOT optional and must be honored.
This form will assist Morning Sun Financial Services in ensuring the correct tax classification for your employees

If you answered yes to questions 1 & 2, you are eligible for a special tax exemption. Employees who live and work with the person they are serving can claim a "Difficulty of Care" tax exemption. This means income earned will not be reported as wages or have federal taxes withheld.

*Note - it is your responsibility to inform Morning Sun if your living conditions change and you no longer qualify for this tax exemption. Morning Sun is not responsible for tax liability you owe in connection with this exemption. Please seek the advice of a tax advisor if you are unsure of the impact to your personal situation. Morning Sun is not responsible for impacts to your personal tax situation. For more information, please visit www.irs.gov and search "2014-7 Exemption."

I will provide only the services that have been approved by my Client/Employer and authorized in the Employers Service plan. 

ANTI-DISCRIMINATION NOTICE: All employees can choose which acceptable documentation to present for Form I-9. Employers cannot ask employees for documentation to verify information in Section 1, or specify which acceptable documentation employees must present for Section 2 or Supplement B, Reverification and Rehire. Treating employees differently based on their citizenship, immigration status, or national origin may be illegal.

Please enter the email address of the Employer or Authorized Representative who will be completing Section 2 of this form. Upon submission, the form will be routed to the Employer email entered for the Employer to complete. 

If you are unsure of which email to enter, please click "Save & Finish Later" at the bottom of the form. Then, gather the correct info and then resume the form. 

IMPORTANT NOTE: The Employee will need to provide their acceptable document(s) to the Employer or Authorized Representative for verfication.

The Employee and Employer are responsible for coordinating the review of the acceptable document(s). 

Once the acceptable document(s) have been reviewed, the Employer will be responsible for uploading a copy of the acceptable document(s) when they sign the form. 

I am aware that federal law provides for imprisonment and/or fines for false statements, or in the use of false documents, in connection with the completion of this form. I attest, under penalty of perjury, that this information, including my selection of the box attesting to my citizenship or immigration status, is true and correct. 

Enter information from the documentation the employee presents. You, the employer or authorized representative, must either physically examine, or examine consistent with an alternative procedure authorized by the Secretary of DHS, the original, acceptable, and unexpired documentation the employee presents from the Lists of Acceptable Documents to complete the applicable document fields in Section 2. *

Certification: I attest, under penalty of perjury, that (1) I have examined the documentation presented by the above-named employee, (2) the above-listed documentation appears to be genuine and to relate to the employee named, and (3) to the best of my knowledge, the employee is authorized to work in the United States.

Does your name match the name on your social security card? If not, to ensure you get credit for your earnings, contact SSA at 800-772-1213 or go to www.ssa.gov.

Form Processing:

Your change will not be processed until a Payroll representative is able to reach you via telephone to confirm the changes. Once confirmed, the changes will take up to 14 days to take effect.

RapidPay Card:

If you enroll in a RapidPay card, it will be mailed to the address on file. Within the envelope will be the card and instructions on how to activate it. 

Direct Depost:

Supporting documetation is required for direct deposit authorization. The accepted documents are:

1) A document that contains the financial insitution's name, account number, routing number, and employee's name

• This can be a letter or form provided by the financial institution, or printed from the financial institution's website
• Handwritten forms are not accepted

OR

2) Voided physical check

• Ensure that the routing number number and account number are not written over 

We offer employees the option of having earnings statements emailed to your email account. You will not receive an earnings statement in the mail if you choose to have it emailed. It is your responsibility to inform payroll of any email address changes. 

Once you click submit, a copy of the prefilled packet will be sent to the email entered below. Once you receive the email, print and complete the packet and then upload to the Morning Sun Financial Services Secure Upload at https://oriforms.jotform.com/231668315723963. 

Once you click submit, a copy of the completed packet will be sent to the Employee, Employer, and Morning Sun Financial Services. 

Morning Sun Financial Services will reach out if anything further is needed from the Employee and/or Employer.