What Is an Employee Checklist?

An Employee Checklist is a kind of checklist used by companies to regulate the progress of newly-hired and tenured employees, monitor the items returned by terminated/resigned employees, and such. These differ in forms and are used daily, weekly or monthly.

To measure the intensity of the performance, a Likert Scale is used and it consists of a five or seven-point scale (strongly agree, agree, don’t know, disagree, and strongly disagree). Aside from checklists, the Likert Scale is also used in feedbacks.

76% of new hires prefer on-the-job training in their first week. This shows how important checklists are for onboarding. These will serve as your guideline in providing them the necessary training they need. If new hires are deprived of the primary training, 16.45% of them will leave the company in the first week.

How to Create an Employee Checklist?

Having to come up with your own employee checklist is mind-straining given certain considerations. To make it trouble-free for you, you can scour for employee checklist samples online or better yet, download our premium templates. However, if you prefer to create your own employee checklist, here are tips below to help you:

1. Identify the Purpose of the Checklist

You have to first determine the purpose of the checklist--whether it's for orientation (or onboarding) or termination. Once you have identified the purpose, you can input the related information into the checklist.

2. Include Employee Details

This includes the name, position, status (probationary, regular, etc.), and department of the employee concerned. This vital information will help you identify the person you are evaluating. You may or may not provide additional details that concern the employee.

3. Provide Criteria in the Form Opinions/Attitudes

Once you are done observing the preceding tips, provide the criteria. These are intended to be in the form of opinions/attitudes so it can help you gauge if the employee has observed the proper decorum or not. For an organized and clutter-free layout, categorize them according to behavior, performance & attendance, etc. The Likert Scale is widely used to measure the intensity of these opinions and attitudes.

4. Submit to Upper Management for Review

After having created the employee checklist, review it before submitting it to the upper management for review. Be sure to indicate that it is still 'For Review" for the upper management not to assume its finality. Once the checklist is handed back to you, work on the revisions if there are any, then submit again for a secondary review.

5. Finalize and Proofread

Once the upper management gives you the 'Go' signal after the secondary review, provide a final and cleaner version of the checklist. Review the whole document if there are errors overlooked by the upper management.

6. Print and Use

After the document has been finalized and proofread, the legal document is now ready for printing. Make sure to provide a folder or envelope for the checklist to prevent wear and tear because you'll be using this for a couple of days.

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