Free Checklist Templates

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Employee Onboarding Checklist

Pre-Onboarding

Send out welcome email with details about the first day

Prepare employee handbook and relevant policy documents

Set up work email and access to necessary software systems

First Day Orientation

Conduct office tour and introduce to the team

Review job description, expectations, and performance metrics

Complete necessary HR paperwork and tax forms

Training and Development

Schedule mandatory training sessions for company protocols and safety

Assign a mentor or buddy for the first few weeks

Provide schedule for ongoing training and professional development opportunities

IT and Equipment Setup

Issue necessary equipment (laptop, phone, ID badge, etc.)

Provide login credentials and set up workstation

Ensure proper setup of communication tools and access to network resources

Compliance and Safety

Review safety procedures and emergency exits

Complete any industry-specific compliance training

Verify all required licenses and certifications are up-to-date

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Employee Onboarding Checklist

Pre-Onboarding

Collect and review employee documents such as identification and tax information.

Send employee onboarding materials, such as policies and manual.

Create an employee file and enter employee information into the HR system.

Onboarding Day

Provide a tour of the office and introduce the employee to team members.

Provide a computer and office equipment for the employee to use.

Review company policies and procedures with the employee.

Post-Onboarding

Schedule follow-up meetings with team members.

Provide additional training as needed.

Schedule performance reviews and check-ins with the employee.

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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

Job Knowledge and Skills

Demonstrates understanding of job responsibilities and duties.

Keeps up with industry trends and updates.

Effectively utilizes tools and technologies necessary for the role.

Shows proficiency in required technical skills.

Continuously seeks opportunities for learning and improvement.

Work Quality and Productivity

Delivers high-quality work consistently.

Meets or exceeds productivity targets.

Pays attention to detail to minimize errors.

Manages time efficiently to complete tasks on schedule.

Handles multiple tasks and projects effectively.

Communication and Teamwork

Communicates clearly and effectively with colleagues and clients.

Actively listens and provides constructive feedback.

Collaborates well with team members to achieve common goals.

Demonstrates respect and professionalism in interactions.

Contributes to a positive and inclusive work environment.

Customer Focus and Service

Understands customer needs and expectations.

Provides prompt and effective solutions to customer issues.

Maintains a high level of customer satisfaction.

Handles customer complaints professionally and empathetically.

Builds and maintains strong customer relationships.

Initiative and Problem-Solving

Proactively identifies opportunities for improvement.

Takes initiative to tackle challenges without being prompted.

Develops creative solutions to problems.

Demonstrates resourcefulness in overcoming obstacles.

Seeks feedback and acts on it to improve performance.

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Employee Performance Review Checklist

Goal Setting and Objectives

Review previous period goals and objectives

Set new performance goals aligned with company objectives

Define measurable key performance indicators (KPIs)

Establish timelines for goal completion

Ensure goals are specific, measurable, achievable, relevant, and time-bound (SMART)

Performance Assessment

Evaluate the employee's overall productivity

Assess the quality and accuracy of work

Review adherence to company policies and procedures

Analyze problem-solving and decision-making skills

Collect feedback from peers and supervisors

Development and Training

Identify areas for skill and competency improvement

Discuss available training programs and resources

Develop a personalized development plan

Set milestones for skill acquisition and improvement

Encourage participation in professional development activities

Behavior and Attitude

Evaluate the employee's teamwork and collaboration

Assess communication skills and effectiveness

Review punctuality and attendance records

Analyze adaptability to change and new challenges

Discuss adherence to company values and culture

Feedback and Future Planning

Provide constructive feedback on strengths and weaknesses

Discuss career progression and opportunities

Set expectations for the next review period

Address any employee concerns or questions

Document the review and obtain employee acknowledgment

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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 Performance Review Checklist

Work Quality and Productivity

Evaluate the accuracy and completeness of tasks performed.

Assess the consistency in meeting deadlines.

Review the ability to manage multiple tasks and projects simultaneously.

Examine the employee's attention to detail.

Check the adherence to company standards and protocols.

Communication and Collaboration

Analyze the clarity and effectiveness of both written and verbal communication.

Review interactions with team members and other departments.

Assess responsiveness to emails, messages, and other communication channels.

Evaluate participation in team meetings and discussions.

Check the ability to provide and receive constructive feedback.

Technical Skills and Knowledge

Assess proficiency with required software and tools.

Review the ability to troubleshoot and resolve technical issues.

Evaluate the understanding of system administration principles and practices.

Check for continual learning and staying updated with industry trends.

Analyze the ability to apply technical knowledge to practical situations.

Initiative and Innovation

Review the frequency and quality of suggestions for process improvements.

Assess the willingness to take on new challenges without being prompted.

Evaluate the creativity in solving problems and developing new solutions.

Check the ability to take proactive steps to prevent potential issues.

Analyze the contribution to team and company innovation goals.

Dependability and Reliability

Assess punctuality and attendance records.

Review the consistency in delivering reliable results.

Evaluate the ability to work independently and with minimal supervision.

Check the adherence to company policies and procedures.

Analyze the willingness to take responsibility for mistakes and learn from them.

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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

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

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

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

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

HR and Administration

Notify HR of the termination to initiate the offboarding process

Schedule and conduct an exit interview

Process final payroll, including any outstanding bonuses or commissions

Ensure return of company property, such as badges, keys, and company credit cards

Update employee records to reflect termination status

IT and Security

Disable employee access to email, internal systems, and financial platforms

Retrieve company-issued devices, including laptops, smartphones, and tablets

Change passwords for shared accounts and revoke access tokens

Archive and secure any data or projects the employee was working on

Notify third-party vendors and partners of the employee's departure

Finance and Compliance

Conduct a review of the employee's transactions and financial dealings for any irregularities

Ensure all expense reports are filed and approved

Cancel any company-issued credit cards and accounts in the employee's name

Reconcile any outstanding loans or advances given to the employee

Update compliance records and notify regulatory bodies if necessary

Client Relations

Inform clients about the employee's departure and introduce their replacement

Transfer client accounts and responsibilities to the appropriate staff member

Ensure all client-related documentation is up-to-date and accessible

Conduct a review of client communications to ensure smooth transition

Address any client concerns or questions regarding the transition

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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

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

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

Safety Protocols

Understand emergency evacuation procedures

Learn proper handling of hazardous materials

Familiarize with personal protective equipment usage

Review machine safety guidelines

Complete first aid training

Quality Control

Understand quality standards and expectations

Learn proper inspection techniques

Review documentation and reporting procedures

Participate in quality improvement initiatives

Familiarize with corrective action processes

Operational Procedures

Learn standard operating procedures for machinery

Understand production workflow and timelines

Review maintenance and troubleshooting procedures

Participate in process optimization workshops

Familiarize with inventory management systems

Technical Skills Development

Complete training on new manufacturing technologies

Participate in skill enhancement workshops

Review technical manuals and resources

Gain hands-on experience with equipment

Engage in cross-training opportunities

Compliance and Regulations

Understand industry-specific regulations

Learn about company compliance policies

Review environmental and waste management practices

Complete compliance certification programs

Participate in regular audits and assessments

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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 Procedures

Set up new employee accounts and permissions

Provide an overview of company policies and procedures

Introduce team members and key contacts

Ensure completion of necessary HR documentation

Conduct initial training on internal communication tools

Security Awareness Training

Review company security policies and best practices

Conduct phishing awareness and prevention training

Implement multi-factor authentication setup

Provide training on secure password creation and management

Educate on the importance of regular software updates

Technical Skills Development

Train on operating system installation and configuration

Provide hands-on experience with network troubleshooting tools

Conduct workshops on common software used within the organization

Offer training sessions on virtualization and cloud services

Ensure familiarity with backup and disaster recovery procedures

Compliance and Legal Training

Review relevant industry regulations and compliance standards

Provide training on data protection and privacy laws

Ensure understanding of software licensing agreements

Conduct periodic compliance audits and reviews

Educate on the ethical use of company resources and data

Customer Service and Support Training

Introduce customer service protocols and best practices

Train on the use of helpdesk and ticketing systems

Provide strategies for effective communication with clients

Offer workshops on troubleshooting common technical issues

Ensure understanding of escalation procedures and policies

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