Free HR Manager Professional Checklist Template
HR Manager Professional Checklist
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Prepared by: |
[Your Name] |
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Company: |
[Your Company Name] |
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Date: |
[Date] |
I. Recruitment & Hiring
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Task |
Description |
Checklist |
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Job Posting |
Ensure all job openings are advertised on appropriate platforms. |
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Candidate Screening |
Review resumes and conduct initial phone screenings. |
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Interviews |
Schedule and conduct interviews, ensuring a fair and consistent process. |
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Reference Checks |
Verify professional references and background checks. |
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Offer Letter |
Prepare and send offer letters with clear terms and conditions. |
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II. Employee Onboarding
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Task |
Description |
Checklist |
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New Hire Documentation |
Collect necessary documents (ID, tax forms, etc.). |
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Orientation |
Plan and conduct employee orientation sessions. |
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Training |
Schedule job-specific training and introduce the company’s culture. |
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Mentorship |
Assign mentors or buddies to guide new employees. |
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System Access |
Ensure new hires have access to necessary systems and tools. |
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III. Employee Relations
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Task |
Description |
Checklist |
|---|---|---|
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Conflict Resolution |
Address and resolve workplace conflicts promptly. |
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Employee Engagement |
Plan and implement employee satisfaction surveys or engagement programs. |
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Feedback Mechanisms |
Ensure regular feedback is given to employees on performance and behavior. |
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Disciplinary Action |
Develop clear guidelines for performance or behavior issues. |
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Recognition Programs |
Implement recognition programs to celebrate employee achievements. |
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IV. Compliance & Legal Requirements
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Task |
Description |
Checklist |
|---|---|---|
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Labor Law Adherence |
Ensure compliance with federal, state, and local labor laws. |
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Health & Safety Regulations |
Ensure the workplace meets all health and safety standards. |
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Equal Opportunity Compliance |
Maintain non-discriminatory hiring and employment practices. |
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Confidentiality Agreements |
Ensure all employees sign confidentiality or non-disclosure agreements as necessary. |
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Immigration & Work Authorization |
Verify that employees are authorized to work in the country. |
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V. Performance Management
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Task |
Description |
Checklist |
|---|---|---|
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Performance Reviews |
Schedule and conduct performance appraisals for employees. |
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Goal Setting |
Help employees set and track SMART goals for personal and professional development. |
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Training & Development |
Identify skill gaps and arrange training or development programs. |
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Feedback & Coaching |
Provide regular, constructive feedback to employees. |
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Employee Recognition |
Recognize and reward exceptional performance. |
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VI. Payroll & Benefits
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Task |
Description |
Checklist |
|---|---|---|
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Salary Processing |
Ensure timely and accurate salary payments. |
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Tax Withholding |
Ensure tax deductions are accurately applied and reported. |
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Benefits Enrollment |
Manage health, dental, retirement, and other benefits enrollment for employees. |
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Timekeeping |
Oversee employee attendance, leave requests, and overtime management. |
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Bonus & Incentives |
Manage and track employee bonuses or incentive programs. |
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VII. Employee Termination
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Task |
Description |
Checklist |
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Exit Interviews |
Conduct exit interviews to gather feedback and improve retention strategies. |
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Severance Packages |
Ensure appropriate severance packages are provided, if applicable. |
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Return of Company Property |
Ensure all company property is returned, including equipment and keys. |
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Final Payroll |
Process final payments, including any unused leave or bonuses. |
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Legal Compliance |
Ensure that the termination complies with all employment laws and company policies. |
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