Employee Checklists Templates Word

Draft Workplace Checklists with Ease and Comfort with Template.net's Free Employee Checklists Microsoft Word Templates. Also Available as Excel Templates, You Can Check Who Among Your Employees Are Undergoing Onboarding, Orientation, or Termination Processes. Speaking of Onboarding, We Also Have Ready-Made Onboarding Templates Available. Organize Your Files and Download a Template Today! See more

How to Create an Employee Checklist in Microsoft Word

Just like any other kind of checklist, an employee checklist is also a kind of work assistance tool that is used to avoid loss by offsetting with developing memory and learning limitations. This medium assists in maintaining accuracy and clarity in performing a specific task. An employee checklist is usually used for any employee documents such as employee termination, employee onboarding, employee separation, employee clearance, employee payroll, and more others. Based on Life Optimizer, checklists save everyone from brainpower to create more creative things, helps to save time, and easy for the users to delegate.

What if you don't know how to start your employee checklist? Well, take a deep breath and take a moment to study the following instructions below for you to be guided on how to create a practical checklist.

1. Identify the Primary Objective

Are you aiming to create a checklist form to organize a meeting between employees and their supervisors? Or is it to track the things that you need to accomplish to make the company more confident with new hires? Understanding the main objective will let you start preparing all the necessary things that would be included on the checklist.

2. Compile the Following Things to Accomplish

Upon eventually finding out the objective of the blank checklist, the next thing to do is to list down the significant responsibilities or items that are to be taken account of. What you must do is to classify everything from various departments and the employee's name.

3. Elaborate on the Main Parts Properly

You will have to elaborate as much information as you can as you write them down. In this way, anyone who will utilize the sample checklist will be informed of precisely everything that will take place.

4. Put Remarks or Notes

You might also want to make several notes or remarks about how they should be accomplished or how they are going to be performed for each item you mentioned on your checklist. Point out things like any difficulties you have experienced or what additional components that are necessary to undertake any tasks.

5. Review the Checklist

To finalize every detail in your checklist, you will have to be a perfectionist about it. Check every single aspect of the items and their spellings. Make sure that you have incorporated a piece of legitimate information to avoid issues.


  • Why Are Checklists Important in the Workforce?

      Checklists can boost work and employee performance and accomplish more consistent work outcomes. They are used to communicate reminders of the basic necessary steps. They are known as verification methods, and they endorse a discipline towards enhanced performance.

  • What Are the Following Types of Checklists?

      The three (3) types of checklists are:

      1. Procedural checklists
      2. Communication checklists
      3. Project checklists
  • What Are the Four (4) Phases of Employee Onboarding?

      The following phases of employee onboarding are:

      1. Initial development
      2. Ongoing development
      3. Retention
      4. Separation
  • What Is Employee Orientation Checklist?

      The employee orientation checklist corresponds to the measures that a company performs to encourage the new employees during the first days of their employment. Such checklist helps employees in adjusting to their new working environment, elaborating on the tasks which are legally required, learning about the core business policies, and preparing to take up their roles at work.

  • What Are a 5S Checklists in the Workforce?

      A 5S assessment checklist is a method used in the workforce to determine the 5S implementation. It guarantees a workforce to meet the ideals of the 5S, such as: 

      1. Seiri (Sort)
      2. Seiton (Systematize)
      3. Seiso (Shining)
      4. Seiketsu (Standardizing)
      5. Shitsuke (Sustaining)