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Paid Advertising Checklist

Budget

Estimate budget for paid advertising campaign

Determine budget for each ad platform

Creative

Create content for each ad

Design graphics for each ad

Identify target audience

Platforms

Select platforms for ads

Determine placement of ads

Research competitors’ ad placements

Scheduling

Set timeline for campaign

Set frequency of ads

Schedule delivery of ads

Tracking

Set up tracking tools

Monitor performance of ads

Analyze results of campaign

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Password Management Checklist

Password Policy Enforcement

Ensure passwords meet complexity requirements (e.g., length, character types).

Implement password expiration policies.

Require users to change default passwords upon first login.

Enforce account lockout after a certain number of failed login attempts.

Disallow the use of commonly used or easily guessable passwords.

Password Storage and Security

Store passwords using strong hashing algorithms (e.g., bcrypt, PBKDF2).

Use salt to enhance password security.

Disable caching of passwords in browsers and applications.

Encrypt passwords in transit using TLS/SSL.

Regularly audit and update password storage policies.

User Education and Support

Conduct regular training sessions on password best practices.

Provide guidelines on creating strong and memorable passwords.

Educate users on the risks of password reuse across multiple sites.

Offer a secure password manager to users to store and manage passwords.

Establish a clear process for password recovery and resets.

Administrative and Monitoring Controls

Implement multi-factor authentication (MFA) for administrative accounts.

Regularly review and update administrative access controls.

Monitor and log all access attempts and password changes.

Perform routine audits of password policies and compliance.

Establish incident response procedures for password-related security breaches.

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Patch Deployment Checklist

Pre-Deployment Preparation

Identify systems and applications requiring patches

Review patch release notes and documentation

Test patches in a controlled environment

Notify stakeholders and users of upcoming patch deployment

Create a rollback plan in case of patch failure

Backup and Recovery

Perform a full backup of systems and data

Verify the integrity of backups

Ensure backup storage is accessible

Document backup and recovery procedures

Test recovery process to confirm functionality

Patch Deployment Execution

Deploy patches during scheduled maintenance windows

Monitor systems for any issues during deployment

Log all deployment activities and outcomes

Verify that patches have been successfully applied

Document any issues encountered and resolutions

Post-Deployment Validation

Perform system and application functionality tests

Check for any performance issues post-deployment

Confirm that all services are running as expected

Update system documentation with new patch details

Collect feedback from users and stakeholders

Security and Compliance

Ensure patches meet security guidelines

Update security baselines and configurations

Document compliance with regulatory requirements

Review and update patch management policies

Schedule regular audits of patch deployment processes

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Patch Management Checklist

Patch Identification

Identify patches that need to be applied

Research patch requirements

Identify patch dependencies

Patch Testing

Test patch in a non-production environment

Ensure patch is compatible with other applications

Ensure patch will not cause unexpected downtime

Patch Installation

Install patch on production systems

Schedule patch installation

Monitor patch installation

Patch Management

Monitor patch installation progress

Validate patch installation

Document patch installation

Test patch functionality

Monitor system performance after patch installation

Patch Follow-up

Monitor system performance

Document patch installation results

Re-test patch functionality

Document patch issues

Re-schedule patch installation if needed

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Patch Management Checklist

Patch Identification and Prioritization

Subscribe to vendor security bulletins and advisories.

Maintain an up-to-date inventory of all software and hardware assets.

Classify assets based on criticality and business impact.

Identify patches required for each asset using vulnerability management tools.

Prioritize patches based on risk assessment and compliance requirements.

Patch Testing and Validation

Set up a dedicated test environment that mirrors the production environment.

Apply patches to test systems and monitor for any issues.

Run functional tests to ensure system operations are not impacted.

Conduct performance tests to check for any degradation in system performance.

Document any issues found and determine if they affect the decision to deploy the patch.

Patch Deployment and Rollback Plan

Create a detailed deployment plan that includes the schedule and affected systems.

Inform stakeholders and end-users about the planned patch deployment.

Back up critical data and configurations before applying patches.

Deploy patches in stages, starting with less critical systems.

Develop a rollback plan in case issues arise during or after deployment.

Post-Deployment and Monitoring

Verify that the patches have been successfully applied to all targeted systems.

Monitor systems for any unusual behavior or performance issues after patching.

Update asset and patch management records to reflect the current status.

Review logs and reports to ensure no unexpected issues have occurred.

Solicit feedback from users and other stakeholders about any observed issues.

Continuous Improvement and Documentation

Conduct a post-patch review meeting to discuss the patch management process.

Identify any gaps or issues that occurred during the patch cycle.

Update patch management policies and procedures based on lessons learned.

Train staff on any new tools, techniques, or policies related to patch management.

Keep thorough documentation of all patch management activities for auditing and compliance.

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Payment Card Industry Data Security Standard (PCI DSS) Compliance Checklist

Build and Maintain a Secure Network

Install and maintain a firewall configuration to protect cardholder data

Do not use vendor-supplied defaults for system passwords and other security parameters

Develop configuration standards for all system components

Protect Cardholder Data

Protect stored cardholder data with encryption, truncation, masking, and hashing

Encrypt transmission of cardholder data across open, public networks

Maintain a policy that addresses information security for all personnel

Maintain a Vulnerability Management Program

Use and regularly update anti-virus software or programs

Develop and maintain secure systems and applications

Ensure that all system components and software are protected from known vulnerabilities

Implement Strong Access Control Measures

Limit access to cardholder data by business need-to-know

Assign a unique ID to each person with computer access

Restrict physical access to cardholder data

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder data

Regularly test security systems and processes

Implement automated audit trails for all system components

Maintain an Information Security Policy

Establish, publish, maintain, and disseminate a security policy

Develop daily operational security procedures that are consistent with the policy

Ensure that the security policy and procedures clearly define information security responsibilities for all personnel

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Payment Gateway Integration Checklist

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Payment Processing Checklist

Securing the Payment

Checking if the payment page is secure (SSL or TLS)

Testing the payment page for vulnerabilities

Checking if customer data is encrypted

Processing the Payment

Verifying customer information

Checking if the payment is valid

Processing the payment

Updating customer records

Post-Payment

Generating a receipt

Sending a confirmation email

Recording details of the transaction

Providing customer support

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Payment Processing Checklist

Invoice Verification

Confirm that the invoice has been received from the vendor

Check that the invoice contains all necessary details: date, invoice number, vendor details, and itemized charges

Ensure the invoice matches the purchase order or the contract terms

Payment Approval

Review the invoice for accuracy and completeness

Obtain necessary approvals from the designated authority within the organization

Ensure that the expense is within the budget and appropriately categorized

Payment Processing

Enter invoice details into the accounting system

Select the appropriate payment method (e.g., bank transfer, check, credit card)

Schedule the payment, ensuring it aligns with the payment terms and due date

Record Keeping

File the paid invoice and any related documents in the company’s record system

Update the vendor's account with payment details

Reconcile the payment with the bank statement to ensure accuracy

Compliance and Reporting

Ensure the payment complies with company policies and regulatory requirements

Prepare and file any necessary tax documentation related to the payment

Generate payment reports for internal and external auditing purposes

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Payment Reconciliation Checklist

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Payment Request Checklist

Request form filled out completely

Requestor's signature

Requestor's contact information

Supporting documents

Invoice

Quote

Receipts

Relevant contracts

Authorization from management

Final approval from finance

Bank details for payment

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Payroll Onboarding Checklist

Employee Information Collection

Obtain the employee's legal name and Social Security Number (SSN) or tax identification number.

Collect the employee's current address, contact information, and emergency contact details.

Get the employee's birth date and other personal information required for payroll processing.

Employment Eligibility Verification

Ensure the employee completes Form I-9 and provide the necessary identification documents.

Verify the employee's eligibility to work in the country using the provided documents.

Maintain I-9 compliance by properly storing and updating the forms as needed.

Tax Withholding Setup

Have the employee fill out the W-4 form (or equivalent state form) for federal and state tax withholding.

Set up the employee's payroll tax profile in the payroll system, including exemptions and allowances.

Review and confirm the accuracy of the tax withholding information with the employee.

Payroll System Enrollment

Create the employee's profile in the payroll software, including salary or wage details.

Enroll the employee in direct deposit and obtain the necessary banking information, if applicable.

Explain the payroll schedule, including pay periods and pay dates, to the new employee.

Benefits Enrollment

Present all available employee benefits, such as health insurance, retirement plans, and paid time off policies.

Assist the employee in completing enrollment forms for selected benefits.

Update the payroll system to reflect benefit deductions and contributions.

Payroll Policies and Compliance

Provide the employee with information on overtime policies, payroll deductions, and expense reimbursement procedures.

Review relevant labor laws and regulations to ensure compliance with minimum wage, overtime, and record-keeping requirements.

Inform the employee about the company's confidentiality policies regarding payroll information.

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Payroll Processing checklist

Employee Information Verification

Review and confirm accuracy of all employee personal information

Verify that new employees have completed all required paperwork

Check for any changes in employee status or details (promotions, terminations, etc.)

Timekeeping and Attendance

Collect and verify time sheets or time records for all employees

Ensure all overtime, sick leave, and vacation hours are correctly recorded

Reconcile any discrepancies in time reporting before processing payroll

Earnings and Deductions

Calculate gross wages for each employee based on hours worked and pay rate

Apply any pre-tax deductions such as retirement contributions or health insurance premiums

Calculate and deduct applicable taxes (federal, state, local), and other deductions (child support, garnishments)

Payroll Processing and Disbursement

Input or import payroll data into the payroll system

Process payroll and review for any errors or inconsistencies

Finalize payroll, issue paychecks or direct deposits, and distribute pay stubs

Record Keeping and Compliance

Update payroll records with the current pay period information

Ensure compliance with all relevant employment and tax laws

Prepare and file required payroll tax documents with appropriate government agencies

Post-Payroll Activities

Review payroll reports for accuracy and completeness

Reconcile payroll bank accounts to ensure all transactions are accounted for

Address any employee questions or concerns regarding their paychecks

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Payroll Processing Checklist

Employee Data Collection

Gather personal details of employees including full name, address, and contact information.

Collect Social Security numbers or other tax identification numbers.

Obtain bank account details for direct deposits.

Ensure employee tax forms (W-4, state tax forms) are completed and filed.

Verify employee eligibility to work (I-9 form).

Time Tracking and Attendance

Ensure time tracking systems are updated and functional.

Review and approve employee timesheets.

Verify overtime hours and other additional hours worked.

Reconcile any discrepancies in reported hours.

Record vacation, sick leave, and other types of paid time off.

Payroll Calculation and Processing

Calculate gross pay for each employee based on hours worked and salary rates.

Deduct applicable federal, state, and local taxes.

Account for employee benefits deductions (health insurance, retirement contributions).

Include any additional earnings such as bonuses or commissions.

Prepare payroll reports for review and approval.

Payroll Distribution

Generate paychecks or direct deposit files.

Distribute pay stubs to employees.

Ensure all payments are processed through the correct bank accounts.

Handle any payroll-related inquiries from employees.

Confirm successful completion of all payroll transactions.

Post-Payroll Activities

Update payroll records and databases.

Reconcile payroll accounts and ledgers.

Prepare and file payroll tax returns.

Maintain payroll documentation for compliance purposes.

Evaluate payroll processes for any improvements or adjustments.

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Payroll Processing Checklist

Pre-Payroll Preparation

Verify total hours worked for each employee using timekeeping system

Collect and confirm receipt of approved time-off requests

Ensure all employee information is up-to-date (e.g., banking details, tax withholding statuses)

Payroll Calculation

Calculate gross pay based on hours worked and pay rate

Deduct appropriate taxes and other withholdings (e.g., federal/state taxes, social security, Medicare)

Account for any other deductions or additions (e.g., health insurance premiums, retirement contributions, bonuses, commissions)

Post-Payroll Responsibilities

Ensure that direct deposits and physical paychecks are issued correctly and on time

Prepare and file payroll tax reports with appropriate government agencies

Update payroll records with the current pay period information and archive documentation

Compliance and Verification

Review payroll summaries for accuracy before finalizing the payroll

Check for compliance with federal, state, and local employment laws

Confirm that all year-to-date totals for payroll are accurate for tax reporting purposes

Employee Communication

Provide employees with access to their pay stubs

Address any employee questions or concerns regarding their pay

Notify employees of any changes to payroll processes or schedules in advance

System and Data Backup

Regularly backup payroll data to prevent loss of information

Ensure security measures are in place to protect sensitive payroll information

Perform routine checks to ensure the integrity of payroll data backups

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Payroll Processing Checklist

Pre-Payroll Preparation

Ensure all employee timesheets for the pay period have been received and approved by supervisors.

Verify the accuracy of timesheets, checking for any discrepancies or irregularities in hours worked.

Update payroll system with any employee changes, such as new hires, terminations, or adjustments to pay rates.

Payroll Calculation

Process the timesheets through the payroll system to calculate gross pay for each employee.

Deduct the appropriate taxes, benefits, and other withholdings to calculate net pay.

Confirm that all payroll calculations comply with federal, state, and local wage and hour laws.

Payroll Verification

Review the payroll register and verify the accuracy of pay for each employee.

Perform a reconciliation of the payroll to ensure that total gross pay, deductions, and net pay are correct.

Obtain final approval for the payroll from the authorized manager or department head.

Post-Payroll Activities

Ensure the direct deposit transactions are initiated with the bank, and that the payroll funds are available.

Prepare and distribute pay stubs or electronic access to employees.

Report and remit payroll taxes and other deductions to the appropriate government agencies.

Record Keeping and Compliance

Maintain accurate and complete payroll records for auditing purposes and in compliance with legal requirements.

Update any payroll-related changes in the employee master files, such as tax withholding statuses or benefit deductions.

Prepare and file all required payroll reports, such as Form 941, W-2, and state unemployment filings.

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Payroll Processing Checklist

Pre-Payroll Preparation

Ensure all employee time sheets are submitted and approved by supervisors

Verify that any changes to payroll, such as raises or bonuses, have been updated in the system

Check for any discrepancies in pay rates or hours worked and resolve them prior to processing

Payroll Calculation

Calculate gross pay for each employee based on time worked and pay rate

Deduct all statutory and voluntary withholdings to determine net pay

Review payroll calculations for accuracy before finalizing

Post-Payroll Processing

Ensure that all direct deposit transactions have been successfully submitted to the bank

Prepare and distribute pay stubs to employees

Report and remit payroll taxes to the appropriate government agencies on time

Record Keeping and Compliance

Update payroll records with the current pay period information

Store all relevant payroll documentation in a secure and organized manner

Review and reconcile payroll reports for accounting and compliance purposes

Payroll System Maintenance

Regularly update payroll software to the latest version for security and feature enhancements

Audit user access and permissions to maintain security and confidentiality of payroll data

Schedule and perform regular backups of the payroll system to prevent data loss

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Payroll Processing Checklist

Pre-Payroll Preparation

Ensure all employee time records are collected and approved

Verify that any new hires, terminations, or changes in employee status are updated in the payroll system

Confirm overtime hours and ensure compliance with labor laws

Payroll Calculation

Process the payroll using the updated and approved time records

Calculate gross wages for each employee based on time worked and pay rate

Deduct appropriate taxes and other payroll withholdings such as benefits and retirement contributions

Post-Payroll Processing

Ensure that payroll funds are transferred to the appropriate bank account

Distribute pay stubs to employees, either electronically or in paper form

Prepare and file payroll taxes with the appropriate government agencies

Record Keeping and Reporting

Maintain detailed payroll records for future reference and compliance audits

Generate payroll reports for management to review labor costs and budgeting

Archive all payroll-related documents in accordance with federal and state regulations

Payroll System Maintenance

Regularly update the payroll software with the latest tax rates and regulatory changes

Perform system backups to prevent data loss

Conduct periodic audits of the payroll system to ensure accuracy and integrity

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Payroll services checklist

Payroll Setup

Gather relevant employee information

Ensure compliance with federal, state, and local laws

Set up payroll tax accounts

Set up employee payroll deductions

Payroll Processing

Input employee hours

Compile payroll data

Calculate payroll taxes

Generate payroll reports

Distribute paychecks and/or direct deposits

Payroll Tax Remittance and Reporting

Calculate and remit payroll taxes

File payroll tax forms

Ensure compliance with government reporting requirements

Year-end Reporting

Generate year-end tax forms

Distribute W-2 forms

Audit and Compliance

Monitor payroll processes for accuracy

Perform periodic payroll audits

Ensure compliance with relevant regulations and laws

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Payroll Tax Compliance Checklist

Employee Information Verification

Verify accuracy of each employee's personal information (name, address, social security number).

Ensure proper classification of workers (employee vs. independent contractor).

Maintain and update employee W-4 forms for current withholding allowances.

Payroll System and Process Review

Review and validate the payroll system's tax calculation settings.

Ensure all payroll transactions are properly recorded and reconciled with bank statements.

Regularly audit the payroll system to check for discrepancies and errors.

Tax Filing and Payment Compliance

Prepare and file federal, state, and local payroll tax returns by their respective deadlines.

Remit payroll taxes to the appropriate tax agencies on time.

Keep records of all filed returns and proof of payments.

End-of-Year Procedures

Verify year-to-date payroll information for accuracy before closing the year.

Issue W-2 forms to employees and 1099 forms to contractors by the required deadline.

Reconcile Form W-3 and Form 941 totals to ensure consistency in reported wages and taxes.

Regulatory Compliance Updates

Stay informed about changes in payroll tax laws and regulations.

Update payroll system tax tables and configurations according to new tax rates and rules.

Communicate any changes in payroll tax to employees and management.

Record Keeping and Documentation

Maintain organized payroll records for at least the minimum required retention period.

Document all payroll tax procedures and update them as necessary.

Secure payroll records to protect sensitive employee information from unauthorized access.

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Payroll Tax Filing Checklist

Employee Information Verification

Review and confirm the accuracy of all employee details, including names, addresses, social security numbers, and immigration status.

Ensure that employee wage and tax information is up-to-date, including adjustments for any changes in salary or employment status.

Verify that all new hires have completed the necessary paperwork, such as Form W-4 for federal tax withholding and any applicable state withholding forms.

Payroll Data Validation

Check that all time and attendance records are accounted for and accurately reflect hours worked, including overtime and leave time.

Confirm that all payroll transactions, including bonuses, commissions, and deductions, are correctly recorded and processed.

Reconcile payroll totals for the period with the general ledger and resolve any discrepancies.

Tax Form Preparation

Prepare and review all required federal, state, and local payroll tax forms, including but not limited to Form 941, state unemployment filings, and local tax returns.

Calculate and verify the amount of payroll taxes owed and ensure that the funds are available for payment.

Ensure compliance with electronic filing requirements and deadlines for submitting payroll tax returns and payments.

Compliance and Deadlines

Review current payroll tax regulations to ensure compliance with all federal, state, and local requirements, including any recent changes in legislation.

Maintain a calendar of all payroll tax filing deadlines and payment due dates, and set reminders to avoid late submissions.

Document all filings and maintain organized records of payroll tax returns, payments, and relevant correspondence for auditing purposes.

Payments and Reporting

Execute the payment of payroll taxes to the appropriate federal, state, and local tax agencies in a timely manner.

Review all acknowledgments and confirmations of submitted tax filings and payments to ensure they have been received and processed by the tax agencies.

Prepare and distribute year-end tax documents, such as Form W-2 for employees and Form 1099-MISC for contractors, by the required deadlines.

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Payroll Year-End Checklist

Verify Employee Information

Ensure that each employee's personal information is up to date, including addresses, social security numbers, and legal names.

Review and update employee tax withholding statuses as necessary.

Confirm termination dates and final pay details for any employees who left the company during the year.

Reconcile Payroll Records

Reconcile payroll totals for the year to ensure accuracy of wages, taxes, and other deductions.

Verify all manual checks and voided checks are accounted for and properly documented.

Ensure all government payroll reports and tax deposits match internal payroll records.

Prepare and Issue Tax Documents

Generate and review W-2 forms for accuracy before distribution to employees.

Prepare 1099-MISC forms for all independent contractors and other non-employee compensation, if applicable.

Distribute all tax documents to employees and contractors by the required deadlines.

Year-End Payroll Reporting

File all required year-end payroll tax forms with federal, state, and local agencies.

Report any adjustments to third-party sick pay, group-term life insurance, or other fringe benefits.

Submit any necessary retirement plan deferral forms and contribution reports.

Update Payroll System for New Year

Input new federal, state, and local tax rates and limits for the upcoming year.

Update any employee payroll records for changes in salary, benefits, or withholdings.

Ensure payroll schedules, pay periods, and holiday calendars are accurate for the new year.

Communicate with Employees

Notify employees about the availability of their W-2 and 1099 forms.

Provide information on changes to benefits, contributions, or any new legal requirements.

Remind employees to review and update their personal information and withholding allowances.

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PCI DSS Compliance Checklist

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Peer Review Onboarding Checklist

Introduction to Peer Review Process

Familiarize the new team member with the peer review policy of the organization.

Explain the importance and objectives of peer reviewing in maintaining code quality and knowledge sharing.

Provide access to documentation and resources related to peer review best practices and tools.

Peer Review Tools Setup

Ensure the new team member has installed and configured all necessary peer review tools and extensions.

Provide a walkthrough of the code repository management system and the process of submitting pull requests or merge requests.

Set up access permissions for the relevant code repositories and assign a mentor for the initial review phase.

Codebase Familiarization

Assign the new developer to review simple bug fixes or minor code changes to start understanding the codebase.

Encourage the new member to ask questions and provide feedback on the code they are reviewing to foster learning and communication.

Schedule pair programming sessions with a senior developer to expedite the onboarding process and provide real-time guidance.

Review Process Simulation

Conduct mock review sessions to give practical experience on how to provide constructive feedback.

Review the new member's feedback with them to ensure it aligns with the team's standards and is helpful for code improvement.

Gradually increase the complexity of the code to be reviewed as the new member becomes more comfortable with the process.

Feedback and Continuous Improvement

Regularly check in with the new team member to discuss any challenges encountered during peer reviews.

Encourage the new member to reflect on their peer review experiences and suggest improvements to the process.

Provide recognition for effective peer reviewing and encourage the sharing of best practices among team members.

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Performance Evaluation Checklist

Attendance

Was employee on time?

Was employee absent?

Was employee tardy?

Quality of Work

Was work completed on time?

Was work completed accurately?

Was work completed efficiently?

Communication

Did employee communicate effectively?

Was employee open to feedback?

Did employee demonstrate leadership?

Interpersonal Skills

Was employee respectful of others?

Was employee able to work collaboratively?

Did employee demonstrate empathy?

Professionalism

Did employee maintain a professional demeanor?

Was employee well-groomed and presentable?

Did employee present ideas in an organized manner?

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