Free Checklist Templates

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Employee Onboarding Checklist

Create new employee's personnel file

Issue welcome letter and employment offer

Ensure employee completes necessary paperwork

Collect any required documents such as Social Security card, driver's license, and passport

Assign a workspace

Set up IT access and accounts

Schedule orientation and training

Introduce new employee to team and colleagues

Update employee handbook

Collect any necessary COBRA requirements

Ensure new hire is enrolled in benefit plans

Update pay and tax information

Ensure compliance with relevant laws and regulations

Schedule follow-up meetings with HR and supervisor

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Employee Onboarding Checklist

Pre-Employment

Background check

Drug screening

Reference check

Authorization forms signed

Onboarding

Employee handbook reviewed

Access to workplace granted

New hire paperwork completed

Computer setup

Introduction to team

Safety training

Job training

Benefits

Health insurance enrollment

Pension plan enrollment

Vacation/time off policy reviewed

Employee discounts

Technology

Email setup

Computer access setup

Training on software

Access to internal systems

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Employee Orientation Checklist

Provide employee with explanation of job duties, responsibilities, and expectations

Provide a tour of the office and introduce personnel

Go over important policies regarding safety, attendance, and punctuality

Give a detailed explanation of the company's benefits and compensation packages

Explain the company's mission, values, vision, and goals

Introduce the employee to the company's systems, software, and tools

Provide information about the company's internal communications and collaboration tools

Give an overview of the company's organizational structure and reporting relationships

Explain the company's organizational culture

Explain the company's performance management and feedback process

Introduce the employee to their supervisor, team members, and other key stakeholders

Provide a copy of the employee handbook and other relevant documents

Offer any additional training or information necessary for the employee to succeed in their role

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Employee Performance Evaluation Checklist

Attendance

Productivity

Quality of Work

Communication

Teamwork

Leadership

Problem-Solving

Time Management

Work Ethic

Adaptability

Initiative

Creativity

Organization

Client Relations

Reliability

Judgement

Knowledge

Dependability

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Employee Performance Review Checklist

Professionalism and Conduct

Demonstrate adherence to the restaurant’s code of conduct

Exhibit a positive and respectful attitude towards colleagues and customers

Maintain a professional appearance and follow the dress code

Customer Service and Interaction

Provide excellent service and ensure customer satisfaction

Handle customer complaints professionally and efficiently

Show ability to upsell and recommend menu items appropriately

Work Performance and Skills

Display competence in job-specific skills and tasks

Work efficiently and manage time effectively

Demonstrate the ability to work under pressure and maintain quality

Teamwork and Collaboration

Contribute to a positive team environment

Communicate effectively with team members

Assist others when needed and foster collaboration

Reliability and Responsibility

Adhere to scheduled shifts and maintain punctuality

Show responsibility in handling tasks and duties

Follow through on commitments and show accountability for actions

Growth and Development

Seek feedback and show willingness to improve

Take initiative to learn new skills and enhance job performance

Demonstrate progress in personal and professional development

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Employee Records Checklist

Personal information

Name

Job Title

Date of Birth

Home Address

Contact Information

Tax Information

Employment Information

Hire Date

Contract Details

Salary Details

Benefits

Leave of Absence

Performance Reviews

Professional Development

Training and Education

Certifications

Business Travel

Records of Conduct

Disciplinary Action

Grievance Reports

Internal Investigations

Confidentiality Agreements

Other

Emergency Contact Information

Dependent Information

Job Transfer/Promotion Records

Union Participation Records

Religious Accommodations

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Employee Records Management Checklist

Personal Information

Verify the employee's full legal name and any aliases.

Confirm personal contact information, including current address, phone number, and email address.

Collect emergency contact information and update it annually.

Employment Documentation

Ensure a signed copy of the employment contract or agreement is on file.

Maintain records of job descriptions, roles, and responsibilities for the position held.

Keep forms related to tax withholding and benefits enrollment, such as W-4 and health insurance application forms.

Performance and Development

Document and file performance reviews, including dates and outcomes.

Track completion of mandatory training sessions and professional development activities.

Record any disciplinary actions, performance improvement plans, or recognition awards.

Compliance and Legal

Keep copies of identification and work authorization documents, such as a driver's license, social security card, or visa documentation.

Maintain records of compliance training, such as anti-harassment or safety training.

Ensure all occupational health and safety records, including injury reports and workplace accommodations, are current and accessible.

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Employee Relations Checklist

Onboarding and Integration

Ensure completion of all legal employment documents

Provide comprehensive orientation regarding firm policies and culture

Assign a mentor or buddy for the new employee for guidance and support

Performance Management

Conduct regular performance reviews and provide constructive feedback

Set clear performance expectations and objectives

Offer professional development and training opportunities

Employee Engagement and Retention

Create channels for employees to voice their concerns and suggestions

Recognize and reward employees for their contributions and achievements

Promote work-life balance through flexible schedules and remote work options

Conflict Resolution

Establish a clear process for reporting and addressing workplace disputes

Provide training for managers on conflict resolution techniques

Encourage open communication and mediation to resolve conflicts

Compliance and Legal Issues

Regularly update employees on changes in labor laws and regulations

Conduct audits to ensure adherence to employment laws and policies

Maintain confidentiality of employee records and sensitive information

Diversity and Inclusion

Implement diversity training programs for all employees

Ensure recruiting practices are inclusive and reach diverse candidate pools

Monitor and promote diversity within teams and leadership positions

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Employee Scheduling and Labor Management Checklist

Forecasting Labor Needs

Review historical sales data to predict busy periods

Consider local events and holidays that may affect restaurant traffic

Adjust labor forecasts based on promotions or menu changes

Creating the Schedule

Ensure all employee availability and time-off requests are up-to-date

Balance shifts among staff to ensure fair distribution of hours

Create a mix of experienced and new staff for each shift

Managing Labor Costs

Set labor budget targets based on forecasted sales

Monitor daily labor costs and adjust staffing as needed

Use labor management software to track and analyze labor metrics

Communication and Flexibility

Publish schedules in advance to allow employees to plan accordingly

Offer a system for shift swaps that maintains coverage and fairness

Regularly solicit feedback from employees regarding scheduling practices

Legal Compliance and Documentation

Stay informed about labor laws and regulations, including overtime and breaks

Keep accurate records of hours worked and ensure proper compensation

Train management on labor laws to prevent accidental violations

Performance and Productivity

Track individual employee performance and adjust schedules to optimize productivity

Recognize and reward employees who consistently perform well

Address and document any performance issues promptly

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Employee Termination

Update Systems

Turn off building access

Shutdown and archive email

Remove server and system access

End access to any company credit card accounts

End access to other cloud software systems

Change passwords to shared systems if necessary

Retrieve Items

Secure ID badge, key card, and similar items

Retrieve company car, keys, etc.

Check with IT for inventory of smartphones, laptops, and tablets you need returned

Make sure employee returns actual company credit cards

Ask for company uniforms and any other company accessories you ideally would like back

Provide Information

Provide all necessary health insurance information, especially COBRA forms.

Present severance package details and agreement forms to sign

Give information on options for 401K and any other savings plans.

Bring all government forms needed to file for unemployment

Address remaining wages or salary to be paid

Update employee payroll and other important company records to reflect the termination

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Employee Termination Checklist

Administrative Procedures

Notify human resources of the employee's termination

Prepare final paycheck including accrued vacation or PTO

Review and process any outstanding expense claims

Access Revocation

Collect company property such as keys, uniforms, and name tags

Deactivate security access codes and retrieve access cards

Terminate access to POS systems, employee portals, and internal databases

Documentation

Update the employee's status in the HR management system

Document the termination in the employee's personnel file

Prepare and provide termination paperwork including any non-disclosure or non-compete agreements

Transition Planning

Inform the staff about the employee's departure and the transition plan

Reassign the terminated employee's tasks to other team members

Adjust work schedules and responsibilities to cover the terminated employee's duties

Legal and Compliance

Ensure compliance with state and federal employment laws regarding termination

Provide the employee with information about COBRA or state continuation of health coverage

Give the employee required notices such as unemployment insurance information and final pay details

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Employee Termination Checklist

Pre-termination

Notify HR department

Notify Employee

Ensure Employee has received their final paycheck

Gather any company property

Paperwork

Complete termination paperwork

Update employee records

Update payroll and benefits records

Update insurance records

Access

Revoke access to company systems and accounts

Remove employee access to company email

Remove employee from company directories

Equipment

Return company mobile phone

Return laptop/computer

Return any other company equipment

Exit Interview

Conduct an exit interview with employee

Discuss employee's employment experience

Gather feedback from employee

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Employee Termination Checklist

Review applicable laws, policies and current collective bargaining agreements

Document the termination

Inform the employee in writing

Provide required notices

Collect company property

Terminate access to company systems

Suspend employee's benefits

Return employee's files and records

Inform staff and other relevant parties

Update employee records

Make final payments

Review employee's performance

Provide exit interviews

File all necessary paperwork

Follow up with state agencies

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Employee Termination Checklist

Human Resources

Notify the employee of their termination

Provide a written notice of termination

Collect any company property from the employee

Record the termination date

Update company records

Ensure the employee is paid for any outstanding wages or vacation pay

Review the employee’s benefits and make any necessary changes

Terminate the employee’s access to the company’s systems

Provide information on COBRA continuation of benefits

Review any severance agreement and ensure any applicable payments are made

Legal

Review the applicable laws and regulations related to the termination

Ensure the employee is not the subject of any discrimination or retaliation

Ensure the employee’s rights are protected

Review the employee’s non-compete agreement

Ensure the employee does not have any pending legal claims against the company

IT

Terminate the employee’s access to the company’s systems

Change the passwords on any of the employee’s accounts

Disable any company-issued devices

Delete any sensitive files or data associated with the employee

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Employee Termination checklist (Accounting Department)

Final Payroll and Benefits

Calculate and process the employee's final paycheck, including any unpaid salary, accrued vacation, or sick leave.

Confirm that all expense reports submitted by the employee are processed and paid.

Provide the employee with information on how to continue benefits, such as health insurance under COBRA, if applicable.

Access and Security

Deactivate the employee's access to all accounting software and systems.

Collect any company-owned devices, access cards, or keys from the employee.

Change passwords and update access controls to secure financial data.

Documentation and Compliance

Update the employee's status in the HR system to reflect the termination.

Retain all necessary documentation for legal and compliance purposes, including the termination letter and exit interview notes.

Ensure that any confidentiality or non-disclosure agreements continue to be enforced post-termination.

Knowledge Transfer and Continuity

Arrange for the transfer of the employee's ongoing work and responsibilities to another team member.

Document any accounting procedures or systems the employee was responsible for.

Schedule debriefing sessions with the outgoing employee to capture any undocumented knowledge.

Financial Responsibilities

Review and reassign any outstanding financial tasks or projects the employee was handling.

Conduct an audit of the employee's recent work to ensure accuracy and completeness.

Notify any clients, vendors, or external partners of the change in personnel, if necessary.

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Employee Training Checklist

Orientation and Onboarding

Introduce new employees to the team and management

Review the restaurant's history, vision, and values

Provide an overview of the restaurant layout and safety exits

Food Handling and Safety

Train on proper hand washing techniques and frequency

Educate on cross-contamination and how to prevent it

Explain the correct procedures for storing and handling different food types

Customer Service and Communication

Role-play scenarios to handle customer complaints and requests

Teach the importance of greeting and attending to customers promptly

Discuss the methods for providing menu recommendations and upselling items

Operational Procedures

Demonstrate how to use the Point of Sale (POS) system

Outline the process for opening and closing the restaurant

Train on proper table setting, clearing, and cleaning protocols

Health and Safety Compliance

Inform about the restaurant's emergency procedures

Educate on the use and maintenance of safety equipment

Conduct a review of occupational health and safety regulations

Product Knowledge

Provide detailed information about the menu items, including ingredients and allergens

Train on pairing dishes with appropriate beverages

Educate on the sourcing of ingredients and any unique cooking techniques used

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Employee Training Checklist

General Training

Review of Company Policies

Introduction to Company Culture

Training on Job Responsibilities

Job Shadowing

Review of Company Hierarchy

Skills Training

Customer Service Training

Computer Skills Training

Basic Math Skills Training

Product Knowledge Training

Cash Handling/Register Training

Safety Training

Safety Procedures Training

Fire Safety Training

First Aid/CPR Training

Proper Lifting/Carrying Training

Hazardous Materials Training

Certifications

Food Handler's Certification

Alcohol Service Certification

Hazard Communication Certification

Forklift Certification

Online Training Courses

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Employee Training Checklist

General Training

Train employees on the basics of their job (job description, safety protocols, etc.)

Provide training on company policies and procedures

Introduce employees to the company culture

Provide training on customer service

Job Specific Training

Train employees on specific job duties and tasks

Provide employees with technical training on job-specific software, machines, and tools

Instruct employees on the use of safety equipment and its proper maintenance

Ensure employees understand quality control and product standards

Cross-Training

Train employees on other departments and roles within the organization

Provide employees with training on how to work effectively as part of a team

Instruct employees on the importance of collaboration and communication

Continuous Training

Provide employees with ongoing training to stay up to date on industry trends and changes

Train employees on the use of new technology

Encourage employees to participate in professional development courses and seminars

Provide employees with refresher courses on existing skills and training

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Employee Training Checklist

Onboarding

Complete all HR paperwork, including tax forms, confidentiality agreements, and employment verification

Review employee handbook and company policies with HR representative

Set up company email, access to property management software, and other necessary accounts

Training Modules

Complete online training on property management basics and specific software tools

Attend in-person training sessions on customer service, emergency procedures, and maintenance requests

Participate in role-playing scenarios to handle common resident inquiries and complaints

Shadowing & Practical Experience

Shadow a senior property manager to observe day-to-day operations and tenant interactions

Assist with routine property inspections and learn how to document issues

Practice handling maintenance requests and coordinating with vendors under supervision

Compliance & Legal Training

Learn about local, state, and federal housing regulations and fair housing laws

Understand company-specific compliance procedures and reporting requirements

Review lease agreements and learn the process for lease signing, renewals, and terminations

Customer Service & Communication

Understand the importance of customer service in property management and best practices

Train in effective communication skills, including active listening and clear, concise responses

Learn how to manage difficult conversations and resolve disputes between tenants

Maintenance & Safety Procedures

Familiarize with the property's maintenance schedules and procedures

Learn safety protocols for emergencies such as fires, floods, or other natural disasters

Understand the use of personal protective equipment and safe handling of maintenance tools

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Employee Training Checklist

Orientation and Onboarding

Tour of the facility including emergency exits, restrooms, and break areas

Introduction to team members and key departments

Review of company history, mission, and values

Product Knowledge and Inventory Management

Training on product categories, top-selling products, and seasonal items

Explanation of inventory management system and stock replenishment procedures

Hands-on practice with product location, labeling, and pricing guidelines

Customer Service and Sales Training

Role-playing activities for greeting, assisting, and closing sales with customers

Guidelines for handling difficult customers and resolving complaints

Training on loyalty programs, promotions, and upselling techniques

Health and Safety Compliance

Review of health and safety policies, including COVID-19 protocols

Training on the proper use of safety equipment and personal protective gear

Emergency response drills for fire, theft, and other urgent situations

Cash Handling and POS Operation

Simulation of sales transactions using the POS system

Cash handling procedures, including opening and closing registers

Training on processing returns, exchanges, and gift card transactions

Policies and Procedures

Review of employee handbook, including dress code and attendance policy

Understanding of legal compliance issues, such as anti-discrimination laws

Acknowledgment of receipt and understanding of all policies

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Employee Training Checklist

Orientation

Introduce the employee to their team

Explain the company's mission, values, and vision

Describe the company's organizational structure

Explain the employee's job description

Discuss the company's policies and procedures

Provide a tour of the workplace

Professional Development

Assign the employee a mentor

Discuss the employee's career goals

Assign a job-related project for the employee to work on

Provide resources for the employee to improve their skills

Provide feedback on the employee's performance

Set up a system for tracking the employee's progress

Technical Skills

Provide training on the tools and technologies used in the organization

Educate the employee on the software development process

Teach the employee about the software development life cycle

Provide instruction on coding standards and best practices

Demonstrate how to debug and troubleshoot code

Explain the principles of continuous integration and delivery

Communication

Explain the company's communication protocols

Describe the company's collaboration tools

Demonstrate how to conduct effective meetings

Train the employee on how to write effective emails

Teach the employee how to give constructive feedback

Show the employee how to use the organization's communication channels

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End-of-Day Sales Reconciliation Checklist

Cash Management

Count the cash drawer and record total sales from cash transactions

Compare the counted cash to the expected cash total from the POS system

Investigate and record any discrepancies between actual cash and expected totals

Credit and Debit Card Reconciliation

Verify all credit and debit card transaction receipts

Match the POS system's card transaction totals with the payment processor's report

Address any chargebacks or disputed transactions

Sales Audit

Review and verify the accuracy of all sales transactions

Check for any voided or comped items and ensure they are accounted for

Confirm that all coupons, discounts, and promotions were applied correctly

Inventory Control

Update inventory levels based on the day's sales

Note any discrepancies between actual inventory and POS system data

Record wastage and returns, adjusting inventory levels accordingly

Tips and Gratuity Distribution

Calculate the total amount of tips collected from card transactions

Distribute tips to staff according to the restaurant's tipping policy

Ensure that all employees sign off on their tip amounts

Report Generation

Generate end-of-day sales report summarizing all transactions

Create detailed reports for each revenue center within the restaurant

Prepare a consolidated report for management review

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End-of-Month Sales and Revenue Reporting checklist

Verify Transactions

Ensure all sales transactions for the month have been entered into the accounting system

Review and reconcile any discrepancies in sales invoices

Confirm that all returns and allowances have been properly documented and accounted for

Revenue Recognition

Verify that revenue has been recognized in accordance with the applicable accounting standards

Check that revenue from services is recognized upon completion of the service

Ensure that product sales revenue is recognized when the control of goods has transferred to the customer

Accounts Receivable

Reconcile the accounts receivable ledger to ensure all payments are accounted for

Review aging reports to identify any overdue accounts

Assess the need for bad debt provisions based on the review of receivables

Sales Tax Compliance

Calculate and verify the accuracy of sales tax collected on transactions

Prepare sales tax returns for filing with the appropriate tax authorities

Reconcile sales tax payable accounts against tax returns and actual payments made

Reporting and Analysis

Generate monthly sales reports detailing revenue, returns, discounts, and net sales

Perform variance analysis comparing current month sales to prior periods and budget

Update financial forecasts to reflect actual monthly sales figures

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End-User Documentation Checklist

Understanding the Audience

Identify the primary end-users of the software.

Determine the technical level of the audience (novice, intermediate, advanced).

Gather information about the user's context and environment.

Content Creation

Write clear and concise instructions.

Use consistent terminology throughout the documentation.

Incorporate visuals like screenshots, diagrams, or videos where necessary.

Organizing the Documentation

Divide the content into logical sections and subsections.

Provide a table of contents for easy navigation.

Create an index for quick referencing of topics.

Accessibility and Usability

Ensure that the documentation is accessible to users with disabilities.

Use a font that is easy to read and of an appropriate size.

Test the documentation with a sample of end-users for feedback.

Technical Accuracy

Verify all technical details for accuracy.

Update the documentation to reflect the most current version of the software.

Include information on system requirements and compatibility.

Maintenance and Updates

Establish a regular review cycle for the documentation to keep it current.

Document the change history and versions of the documentation.

Set up a system for users to report errors or suggest improvements.

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Energy Efficiency Audit Checklist

Building Envelope

Inspect the condition of the building’s roof, walls, doors, and windows for leaks or drafts.

Check insulation levels in the walls, roof, and floors to ensure they meet current standards.

Examine window and door frames for proper sealing and weather-stripping.

Heating, Ventilation, and Air Conditioning (HVAC) Systems

Evaluate the age, condition, and efficiency of the HVAC units.

Check thermostats and control systems for proper function and programmability.

Inspect ductwork for leakage, insulation, and proper airflow.

Lighting

Assess the current use of natural lighting and the feasibility of increasing daylight penetration.

Review the types of artificial lighting used (e.g., LED, fluorescent) and their efficiency levels.

Examine lighting controls such as timers, dimmers, and occupancy sensors.

Water Systems

Inspect hot water systems for proper insulation and temperature settings.

Check for leaks in the plumbing system, including all faucets, pipes, and fixtures.

Evaluate the use of low-flow toilets, showerheads, and faucets.

Electrical Systems and Equipment

Review the condition and efficiency of major appliances and equipment.

Examine the electrical distribution system for any outdated or inefficient components.

Assess the potential for using energy management systems or programmable controls.

Renewable Energy and Onsite Generation

Investigate the potential for onsite renewable energy generation, such as solar or wind power.

Assess the feasibility and benefits of installing solar panels or other renewable energy systems.

Evaluate existing renewable energy systems for performance and efficiency.

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