What Is an HR Checklist?

An HR checklist is a legal document that lists the different tasks that need to be checked regularly by a human resource manager. This checklist covers various areas in the management of staff or employees and ensures that everything is performing well.

How to Create an HR Checklist

When you need to create a checklist to monitor your company's employees, simply refer to the guidelines provided below. These instructions will not only teach you how to create checklists, but it will also provide tips to make sure that no task gets left out.

1. Always determine what needs to be checked

Before writing anything in your checklist, always determine the things that you need to check. When we say human resource manager checklists, it is highly generic and can include employee performance, payroll, and the hiring checklist and resignation processes. If your HR checklist is intended for a large purpose, always take note of it and use the information as your reference for the rest of the process.

2. Identify areas that can benefit from the checklist

Since checklists are meant to ensure that all things are performed and nothing gets left out, it clearly means that it can benefit the HR and specific areas in the office. Is it going to benefit the entire recruitment team? Or is it only beneficial to the person conducting the interview? Here, you can start identifying those areas that you think can benefit from your checklist.

3. Use straightforward and unbiased questions

The questions or simple statements in your checklist should always be informative, specific, and without biased, you may even ask assistance from a colleague when formulating these. If one was to ask about a new hire's medical history, you wouldn't want to say "Is the candidate healthy?", a much better way of asking this question will require digging into specifics such as their visual acuity, past illnesses, and genetic factors.

4. Make a prototype checklist and test it

By using either a pen and paper or a separate file, you can start creating a prototype version of your checklist using the questions written in the previous step. Even if this is only a draft of the actual checklist, follow a professional format and structure the questions logically, this will make checking easier. Speaking of checking, test your checklist to determine if it is indeed easy to use.

5. Gather feedback from others regarding your checklist

Based on the result of your checklist's test run, gather feedback from your colleagues and determine whether your not your checklist needs to be revised. If it does, make the necessary changes that will help make it convenient for you to perform your routine checks. After doing so, test your checklist again. If revisions are not needed, you can then finalize your checklist and have it printed.

6. Always keep your checklist updated

Oftentimes, changes are established either by the labor law or by the company's management and you will be required to update your checklist to comply with those changes. Regularly see to it that your sample checklist is up-to-date with the standards, this can also help in preventing any legal issues in the future.

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