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What Is an HR Checklist?

Companies that are developing or planning for expansion should see the need to establish a stable Human Resource Department. With a reliable HR management team, your company will be able to handle affairs that may have a significant impact on every aspect: employee recruitment, payroll processing, onboarding, and managing new employee training. Aside from that, they also handle and organize paperwork that of which could, more or less, positively affect your company's overall operations.

One of the HR department's function is to make a checklist. This checklist is a vital tool for a company's start-up. It covers the employee hiring process and procedures, HR audit, HR legal compliance, compensations, benefits, performance evaluation, and more.

How to Create an HR Checklist

Making an HR checklist is no walk in the park. You have to be specific and knowledgeable about its contents. Expertise in the field of HR is a must because a checklist does not comprise of only one or two things. However, if you are tasked to do a checklist for the HR department, you need only a few simple reminders. Equip yourself with a handy template, a sample checklist, research notes, and a few of these steps to help you do the job:

1. Research What Needs to Be Done

If you are an HR expert with lots of experience in the field already, it goes to say that doing the checklist is easy. With years of practice and in-depth background of the job, you have familiarized everything, so starting from scratch is no problem. However, if you are no HR personnel and your job is to produce a checklist that the HR department can use, you have a big task in your hands. In that case, you have to do research. It does not have to be very rigorous and daunting, but you have to do it carefully. Take down notes per topic and mark those that you have difficulty understanding. Engage the help of any HR personnel if you have questions to clarify your doubts.

2. Make an Initial Draft of the Checklist

When you have gathered enough data to start making the checklist, do not go straight typing it on your computer. Get a paper and start writing from there. When you're still doubtful about several details, typing away on the PC can waste your time. If you have a draft with you, you can quickly add or erase data you've written. Your draft will be the basis of what you would be writing on the actual HR checklist, so make it your business to check everything before you input data online.

3. Design Your Own or Download Your Checklist Template

Small businesses would prefer to design their checklist to cut costs. You can find a lot of editing software online that you can use to create your list. But if you are not familiar with editing processes, you can avail editable online templates.

4. Check the Contents, Edit, and Print

Since you have your draft, it will be quick for you to write your contents. Double-check if they are correct and precise. If you are using a template, edit on the blank spaces where data needs to be inserted. Lastly, when the input is satisfactory, you can print it and hand it over to the HR department.

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