Employee Prerequisite Checklist

Name	Position	Company	Date Hired
[your name]	[position]	[your company name]	February 5, 2051

This checklist is utilized to outline and track the necessary qualifications, skills, and various criteria every candidate must meet for any job position within [your company name].

Follow the checklist thoroughly to ensure all potential employees fulfill the necessary requirements. Check the box next to a task only once the prospective employee has met the specific qualification or requirement.

I. Personal Information and Documentation

1. Is the employee's personal information form fully completed? (Name, Address, Contact)

• YES

• NO

2. Are identification documents provided? (e.g., Passport, Driver’s License)

• YES

• NO

3. Is the social security number or equivalent ID verified?

• YES

• NO

4. Are emergency contact details provided and up to date?

• YES

• NO

II. Employment Eligibility and Compliance

1. Is the employee legally eligible to work in the country? (e.g., work visa, citizenship)

• YES

• NO

2. Are required certifications or licenses held and current? (e.g., professional, trade certification)

• YES

• NO

3. Is there adherence to age-related work regulations?

• YES

• NO

Is the signed acknowledgment of company policies received? (e.g., confidentiality agreement)

• YES

• NO

III. Financial Information

1. Is tax withholding information completed and accurate? (e.g., W-4 form)

• YES

• NO

2. Are bank details provided for direct deposit?

• YES

• NO

3. Is the beneficiary information for insurance and benefits completed?

• YES

• NO

IV. Health and Safety Compliance

Is there a record of completed health and safety training?

• YES

• NO

Are necessary vaccinations or health checks completed (if applicable)?

• YES

• NO

Is there compliance with job-specific safety requirements? (e.g., protective gear)

V. Job Role and Departmental Integration

Is the job description acknowledged and understood?

• YES

• NO

Are the goals and expectations for the role clear?

• YES

• NO

Is there an understanding of departmental procedures and policies?

• YES

• NO

Is the mentor or buddy system for new hires initiated?

• YES

• NO

VI. Training and Development

Has the employee completed mandatory training sessions?

• YES

• NO

Is there a schedule for ongoing professional development?

• YES

• NO

Are performance evaluation criteria and dates communicated?

• YES

• NO

VII. Technology and Equipment

Are company-issued equipment and access credentials provided? (e.g., laptop, ID badge)

• YES

• NO

Is there a record of received and signed equipment agreements?

• YES

• NO

Is the employee trained on relevant software and tools?

• YES

• NO

VIII. Feedback and Support

Is there a system for providing regular feedback to the employee?

• YES

• NO

Are channels for employee support and inquiries established?

• YES

• NO

Checklist Templates @ Template.net