Free Professional HR Task Checklist Template
Professional HR Task Checklist
Prepared By: [Your Name]
I. Recruitment & Hiring
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Draft clear, detailed job descriptions for open positions.
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Post job openings on relevant platforms (LinkedIn, job boards, company website).
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Review resumes and applications, and conduct phone screenings.
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Arrange interviews for shortlisted candidates.
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Prepare and conduct structured interviews.
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Verify candidate references and qualifications.
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Send offer letters and negotiate terms (salary, benefits).
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Prepare onboarding documents and arrange an orientation.
II. Employee Management
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Keep accurate and up-to-date employee files (personal, professional, performance records).
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Schedule and conduct regular performance evaluations.
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Organize training, workshops, and career development plans.
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Address and resolve employee grievances and conflicts.
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Implement recognition programs for exceptional performance.
III. Payroll & Benefits
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Ensure accurate and timely processing of employee salaries.
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Oversee employee benefits programs (healthcare, retirement plans, leave policies).
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Ensure tax deductions and filings are correct and on time.
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Monitor and track employee leave (sick, vacation, FMLA).
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Conduct salary and compensation analysis for equity and competitiveness.
IV. Compliance & Legal
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Stay updated on federal, state, and local labor laws.
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Develop, communicate, and enforce company policies (e.g., anti-discrimination, and harassment policies).
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Ensure compliance with OSHA regulations and maintain a safe working environment.
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Prepare and submit required Equal Employment Opportunity reports.
V. Employee Relations
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Conduct employee satisfaction surveys to gather feedback.
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Develop programs to increase employee engagement and morale.
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Conduct exit interviews to understand reasons for employee departures and improve retention.
VI. Organizational Development
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Analyze organizational needs and plan workforce requirements.
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Identify and develop internal talent for key roles.
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Assist with managing organizational changes and transitions.
VII. HR Administration
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Regularly generate HR metrics and reports (turnover rates, absenteeism, etc.).
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Maintain and update HR software systems.
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Monitor and manage the HR department budget.
