Customizable checklists to help document and verify your organization is following consistent and compliant procedures and processes.

This tool:

Includes more than 70 unique and customizable checklists on topics ranging from new hire onboarding and handbook creation to separation of employment to ensure that all processes and procedures are compliant throughout the employee lifecycle.
Supports training of your HR team and managers as well as helps document and verify your organization is following consistent procedures and processes to reduce business risk.

Learn more

New and Updated

Update Your Employee Handbook With January 1, 2025, Developments Checklist

This checklist may be used to update an employee handbook with January 1, 2025, developments.
Payroll Practices and Procedures Checklist

Updated to reflect developments affecting year-end 2024 and 2025 payroll processes.
Coronavirus (COVID-19): Claim the Employee Retention Credit (ERC) Checklist

Updated to reflect an extension of the consolidated claim process deadline.
Update Your Employee Handbook With 2024 Developments Checklist

Updated to reflect development concerning military leave in New York.
Develop a California Workplace Violence Prevention Plan (WVPP) Checklist

This checklist may be used to develop a compliant Workplace Violence Prevention Plan (WVPP) in California.
Hire an H-1B Worker Checklist

Updated to reflect the 2024 Department of Homeland Security final rule amending the H-1B registration process and enhancing program integrity.
Evaluate HR KPI Results Checklist

An employer can use this checklist to work through the process of reviewing, analyzing and reporting HR KPIs.
Update Your Employee Handbook With 2023 Developments Checklist

Updated to reflect that California-specific templates are now available as a state supplement to the National Handbook.
Administer Paid Sick Leave to Remote and Hybrid Employees Checklist

An employer can use this checklist to develop a plan for administering paid sick leave to remote and hybrid employees.
Complete the Form I-9 Process Checklist

Updated to reflect information related to the Form I-9 dated 08/01/23 and the optional alternative procedure for remote documentation verification, effective August 1, 2023.

Checklists

Customizable checklists to help document and verify your organization is following consistent and compliant procedures and processes.

All Categories

New and Updated

Update Your Employee Handbook With January 1, 2025, Developments Checklist

Payroll Practices and Procedures Checklist

Coronavirus (COVID-19): Claim the Employee Retention Credit (ERC) Checklist

Update Your Employee Handbook With 2024 Developments Checklist

Develop a California Workplace Violence Prevention Plan (WVPP) Checklist

Hire an H-1B Worker Checklist

Evaluate HR KPI Results Checklist

Update Your Employee Handbook With 2023 Developments Checklist

Administer Paid Sick Leave to Remote and Hybrid Employees Checklist

Complete the Form I-9 Process Checklist

Trending

Update Your Employee Handbook With January 1, 2025, Developments Checklist

HR Self-Audit Checklist

Payroll Practices and Procedures Checklist

New Hire Paperwork Checklist

Handle a Separation From Employment Checklist