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.

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New and Updated

Update Your Employee Handbook With January 1, 2026, Developments

This checklist may be used to update an employee handbook with developments effective January 1, 2026.
Update Your Employee Handbook With 2025 Developments Checklist

Updated to reflect developments concerning paid sick leave in Minneapolis and St. Paul, Minnesota.
Payroll Practices and Procedures Checklist

Updated to reflect further information regarding tip and overtime pay reporting under the OBBBA.
Coronavirus (COVID-19): Claim the Employee Retention Credit (ERC) Checklist

Updated to reflect IRS FAQs addressing Employee Retention Credits under compliance provisions of the OBBBA.
FDNS Site Visit: Preparation and Response Checklist

This checklist may be used to prepare for and respond to a site visit from the Fraud Detection and National Security Directorate (FDNS) of the US Citizenship and Immigration Services (USCIS), which is designed to verify that petitioners and beneficiaries are following the terms and conditions of their visa petitions.
Effectively Manage Open Enrollment Checklist

Updated to reflect current trends and best practices related to evaluating current benefit offerings, enhancing the communication strategy and engaging employees.
Ensure Immigration Compliance Checklist

This checklist may be used to conduct an immigration health check to ensure compliance with a variety of US immigration laws.
Respond to a Worksite Immigration Raid Checklist

This checklist may be used to ensure an employer has a measured, compliant response if US Immigration and Customs Enforcement (ICE) arrives to conduct a worksite enforcement action, commonly known as a raid.
Prepare for a Worksite Immigration Raid Checklist

This checklist may be used to prepare for a US Immigration and Customs Enforcement (ICE) worksite enforcement action, commonly known as a raid, and ensure that it has a measured, compliant response.
Update Your Employee Handbook With 2024 Developments Checklist

Updated to reflect development concerning military leave in New York.

Checklists

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

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New and Updated

Update Your Employee Handbook With January 1, 2026, Developments

Update Your Employee Handbook With 2025 Developments Checklist

Payroll Practices and Procedures Checklist

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

FDNS Site Visit: Preparation and Response Checklist

Effectively Manage Open Enrollment Checklist

Ensure Immigration Compliance Checklist

Respond to a Worksite Immigration Raid Checklist

Prepare for a Worksite Immigration Raid Checklist

Update Your Employee Handbook With 2024 Developments Checklist

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Update Your Employee Handbook With 2025 Developments Checklist

Payroll Practices and Procedures Checklist

HR Self-Audit Checklist

Prepare for and Conduct a Performance Review Meeting Checklist

Handle a Separation From Employment Checklist