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 2026 Developments Checklist

This checklist may be used to update an employee handbook with 2026 developments.
Coronavirus (COVID-19): Claim the Employee Retention Credit (ERC) Checklist

Updated to reflect information regarding extensions to appeal disallowed ERC claims.
HR AI Tool Audit Checklist

This checklist may be used to help employers create auditing procedures when implementing artificial intelligence (AI) tools in the workplace.
Determine Whether a B-1 Visa Is Appropriate Checklist

Updated to reflect the expansion of B-1 visa eligibility to specialized trainers.
Update Your Employee Handbook With 2025 Developments Checklist

Updated to reflect a development concerning scheduling for part-time employees in Burien, Washington.
Payroll Practices and Procedures Checklist

Updated to reflect information regarding tip and overtime pay reporting under 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.

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 2026 Developments Checklist

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

HR AI Tool Audit Checklist

Determine Whether a B-1 Visa Is Appropriate Checklist

Update Your Employee Handbook With 2025 Developments Checklist

Payroll Practices and Procedures Checklist

FDNS Site Visit: Preparation and Response Checklist

Effectively Manage Open Enrollment Checklist

Ensure Immigration Compliance Checklist

Respond to a Worksite Immigration Raid Checklist

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Update Your Employee Handbook With 2026 Developments Checklist

Handle a Separation From Employment Checklist

HR Self-Audit Checklist

New Hire Paperwork Checklist