Free Professional HR Task Checklist

Prepared By: [Your Name]

I. Recruitment & Hiring

• Draft clear, detailed job descriptions for open positions.

• Post job openings on relevant platforms (LinkedIn, job boards, company website).

• Review resumes and applications, and conduct phone screenings.

• Arrange interviews for shortlisted candidates.

• Prepare and conduct structured interviews.

• Verify candidate references and qualifications.

• Send offer letters and negotiate terms (salary, benefits).

• Prepare onboarding documents and arrange an orientation.

II. Employee Management

• Keep accurate and up-to-date employee files (personal, professional, performance records).

• Schedule and conduct regular performance evaluations.

• Organize training, workshops, and career development plans.

• Address and resolve employee grievances and conflicts.

• Implement recognition programs for exceptional performance.

III. Payroll & Benefits

• Ensure accurate and timely processing of employee salaries.

• Oversee employee benefits programs (healthcare, retirement plans, leave policies).

• Ensure tax deductions and filings are correct and on time.

• Monitor and track employee leave (sick, vacation, FMLA).

• Conduct salary and compensation analysis for equity and competitiveness.

IV. Compliance & Legal

• Stay updated on federal, state, and local labor laws.

• Develop, communicate, and enforce company policies (e.g., anti-discrimination, and harassment policies).

• Ensure compliance with OSHA regulations and maintain a safe working environment.

• Prepare and submit required Equal Employment Opportunity reports.

V. Employee Relations

• Conduct employee satisfaction surveys to gather feedback.

• Develop programs to increase employee engagement and morale.

• Conduct exit interviews to understand reasons for employee departures and improve retention.

VI. Organizational Development

• Analyze organizational needs and plan workforce requirements.

• Identify and develop internal talent for key roles.

• Assist with managing organizational changes and transitions.

VII. HR Administration

• Regularly generate HR metrics and reports (turnover rates, absenteeism, etc.).

• Maintain and update HR software systems.

• Monitor and manage the HR department budget.

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