Workflow Templates: Employee File Audit Checklist

Template Library Home

Start using this Workflow

Employee File Audit Checklist

Personal Information

Verify that the employee's full legal name is present and correct

Check that the employee's address and contact information are up-to-date

Ensure that emergency contact information is complete and accurate

Employment Verification

Confirm that the I-9 form is completed and on file with appropriate documentation

Ensure that copies of work authorization and/or visas are valid and on file if applicable

Check that the employee has provided appropriate proof of identity and eligibility to work

Tax Documents

Ensure that W-4 forms are completed correctly and are on file for the current tax year

Check for any state-specific tax withholding forms if applicable

Verify that any requests for additional withholding or exemptions are documented

Job Information

Confirm that the job description on file matches the employee's current position

Check that the employee's start date and, if applicable, end date are recorded

Verify that any performance evaluations or disciplinary records are filed appropriately

Benefits and Agreements

Ensure that signed copies of confidentiality or non-disclosure agreements are on file

Verify enrollment and beneficiary designations for benefits like health insurance and retirement plans

Check that any stock options or equity agreements are documented and up-to-date

Training and Certifications

Confirm that records of completed training sessions are included in the file

Ensure that any necessary professional certifications are current and on file

Verify that the employee has acknowledged and signed off on policy and procedure manuals

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.