Free HR Manager Professional Checklist

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