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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

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 (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

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

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

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-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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Environmental Compliance

Waste Management

Proper labeling of waste containers

Monitoring of waste generated

Training of personnel

Proper storage of hazardous materials

Air Quality

Monitoring of air quality

Ensuring all emissions are within allowed limits

Training of personnel in air quality regulations

Regular maintenance of air filter systems

Water Quality

Monitoring of water quality

Ensuring all discharges are within allowed limits

Training of personnel in water quality regulations

Regular maintenance of water systems

Hazardous Substances

Tracking and labeling of hazardous substances

Training of personnel in hazardous substances regulations

Regular maintenance of hazardous substance storage systems

Environmental Management System

Development of an Environmental Management System

Identification of environmental objectives and targets

Regular assessment and review of the system

Training of personnel in the Environmental Management System

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Equipment Inventory

Vehicle Equipment

Registration

Insurance

Oil Change Records

Maintenance Records

Safety Equipment

Fire Extinguisher

First Aid Kit

Emergency Flares

Reflective Triangles

Safety Vests

Communications Equipment

Two-Way Radios

GPS Units

Cellular Phones

CB Radio

Tools and Supplies

Oil

Grease

Tire Pressure Gauge

Wrenches

Screwdrivers

Jumper Cables

Cargo Equipment

Cargo Net

Tie-Down Straps

Tarpaulins

Pallet Jacks

Forklifts

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Equipment Maintenance Checklist

General Equipment Maintenance

Check for any loose or broken parts

Inspect for any signs of damage

Ensure all safety features are in working order

Check for any signs of wear and tear

Fluid/Oil Checks

Check all fluid levels

Check for any leaks

Change oil and filter as recommended

Functionality Tests

Test the equipment's basic functions

Test the operations of any additional equipment or attachments

Cleaning

Clean the equipment

Clean any oil and grease buildup

Battery Check

Check the battery for any signs of damage

Check for proper connection and voltage level

Clean and tighten battery connections

Tire Check

Inspect the tires for any signs of wear

Check the tire pressure

Check the tread depth

Check the wheel alignment

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Equipment Maintenance Checklist

Safety

Ensure all safety guards are in place and working.

Check that all safety equipment is up to date and in working order.

Check that all safety procedures are being followed.

Equipment Inspection

Check for any visible signs of damage or wear and tear.

Check all moving parts for proper lubrication and operation.

Check all electrical connections for proper grounding and insulation.

Maintenance

Check all filters and replace as needed.

Check all belts and replace as needed.

Check all lubricants and fluids and replace as needed.

Check all bearings and replace as needed.

Testing

Test all equipment for proper operation and performance.

Test all safety systems and alert systems for proper operation.

Test all data systems for accuracy and reliability.

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Evacuation Plan Checklist

Familiarize staff with evacuation plan and routes

Identify emergency exits and routes

Designate marshals for each area

Identify safe areas

Conduct regular evacuation drills

Inform staff of emergency contact information

Ensure staff have access to necessary medical supplies

Ensure staff are aware of any special needs students

Assign staff to manage student records

Identify an alternate communication system

Determine a process for reuniting staff and students

Ensure staff are aware of emergency policies and procedures

Develop a system to account for staff and students

Train staff to be prepared to respond to emergencies

Establish a communication system with local emergency services

Create a plan to support students who may become separated

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Event Planning Checklist

Pre-Event Planning

Research event theme

Secure venue

Establish budget

Choose caterer

Choose entertainment

Send out invitations

Arrange for transportation

Event Day Planning

Set up event space

Greet guests

Provide refreshments

Coordinate entertainment

Monitor activities

Monitor crowd control

Manage clean-up

Post-Event Planning

Follow up with guests

Compile feedback

Compile photos

Reconcile expenses

Send thank you notes

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Expense Reporting and Reimbursement checklist

Policy Review and Compliance

Verify that expenses are in compliance with company policy

Check for proper expense categorization according to the expense policy

Ensure that the expense report is filled out completely and accurately

Receipt and Documentation Verification

Confirm that receipts are provided for all required transactions

Review documentation for proper date, vendor, and amount information

Assess the validity of the expense and cross-verify with company events or schedules

Approval Process

Ensure that the expense report is approved by the direct supervisor or manager

Verify that the approval hierarchy is followed according to company policy

Check for any discrepancies or exceptions that need higher management approval

Expense Audit

Conduct random audits on expense reports to ensure policy adherence

Identify patterns of misuse or fraud and report to appropriate authorities

Provide feedback for policy improvements based on audit findings

Reimbursement Procedures

Confirm the accuracy of payment details and reimbursement amounts

Process reimbursements in a timely manner to maintain employee satisfaction

Keep accurate records of all reimbursements for accounting and tax purposes

Employee Communication

Inform employees about the expense reporting procedures and timeline

Provide training on how to properly fill out expense reports

Offer a channel for employees to ask questions or voice concerns about expense reporting

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Farm Equipment Maintenance

Safety

Ensure all safety guards are in place and fully functional

Check that all safety switches are in the “ON” position

Check all safety devices for proper operation

Inspect the work area for potential hazards

General Maintenance

Check that all fluids are at the proper level

Check for any visible signs of wear or damage

Clean and lubricate all moving parts

Check all filters and replace if necessary

Check all belts, hoses, and clamps for proper tension

Electrical System

Check all wiring and connections for signs of damage

Inspect battery terminals and cables for corrosion

Test all switches, relays, and fuses

Check all lights and indicators for proper operation

Fuel System

Check all fuel lines for signs of leakage

Check fuel filters and replace if necessary

Check fuel injectors for proper operation

Check for proper air/fuel ratio

Cooling System

Inspect all hoses for signs of wear or damage

Check the cooling fan for proper operation

Check the radiator for signs of corrosion or damage

Check the thermostat and replace if necessary

Other

Check all tires for proper pressure and wear

Check all brakes for proper operation

Inspect all chains and sprockets for signs of wear

Check all pulleys and bearings for signs of wear

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File Closure Checklist

Documentation

Collect all documents related to the case

Organize documents for storage

Update/Review digital case file

Closing Conference

Notify all parties of the file closure

Gather final paperwork from all parties

Finalize any outstanding payments

Financial

Close all financial accounts associated with the case

Review and reconcile all expenses

Review and reconcile all invoices

Legal

File all necessary paperwork with the court

Collect all final orders/judgments

Review and close all dockets/calendars

Archiving

Create an archived file of all documents

Backup all digital files in a secure location

Label and store all physical documents in an appropriate location

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Financial Analysis checklist

Liquidity Analysis

Calculate current ratio to assess the ability to pay short-term obligations.

Calculate quick ratio to evaluate immediate liquidity without inventory.

Analyze accounts receivable turnover to understand the collection rate of receivables.

Solvency Analysis

Determine debt to equity ratio to evaluate the company's financial leverage.

Assess interest coverage ratio to understand the ability to pay interest expenses.

Evaluate cash flow to debt ratio to measure the financial strength in terms of cash flow.

Profitability Analysis

Compute net profit margin to reveal the overall profitability relative to revenue.

Analyze return on assets to understand how efficiently assets are being used.

Calculate return on equity to gauge how effectively shareholder equity is being employed.

Efficiency Analysis

Evaluate inventory turnover to determine the efficiency in managing inventory.

Analyze asset turnover ratio to assess how well assets are used to generate sales.

Examine the day's sales outstanding to measure the average collection period for receivables.

Market Value Analysis

Calculate earnings per share to understand the company's profitability on a per-share basis.

Review price to earnings ratio to gauge market expectations of future earnings growth.

Assess dividend yield to understand the return on investment from dividends.

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Financial Audit Checklist

Financial Statement Audits

Obtain and review the prior year's audit report

Analyze the company's financial statements for accuracy and completeness

Review the company’s internal control systems

Perform analytical review procedures for significant accounts

Test the company’s compliance with applicable laws, regulations, and contracts

Review the adequacy of the company’s disclosure of accounting principles

Evaluate the independence of the company’s external auditors

Review the accuracy of the company’s tax return

Regulatory Compliance Audits

Determine the accuracy and completeness of records

Assess the company’s compliance with applicable laws and regulations

Review the company’s internal control systems

Identify indications of fraud or other irregularities

Evaluate the effectiveness of the company’s risk management processes

Verify the accuracy and completeness of management reports

Operational Audits

Evaluate the effectiveness of the company’s operations

Assess the efficiency of the company’s processes

Identify opportunities for cost reduction

Review the appropriateness of staffing levels

Determine the accuracy and completeness of records

Identify indications of fraud or other irregularities

Review the adequacy of the company’s internal control systems

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Financial Management Checklist

Financial Planning

Establish financial goals

Establish a budget

Establish capital expenditure plan

Establish cash flow plan

Establish a financial performance measurement system

Financial Reporting

Establish a financial reporting system

Establish a system to track expenses

Establish a system to track payments

Establish a system to track receivables

Establish a system to track liabilities

Risk Management

Establish a system to identify and manage financial risks

Establish a system to monitor and manage financial assets

Establish a system to monitor and manage financial liabilities

Establish a system to monitor and manage investments

Establish a system to monitor and manage cash flow

Financial Controls

Establish a system to monitor and manage financial compliance

Establish a system to monitor and manage financial fraud

Establish a system to monitor and manage financial security

Establish a system to monitor and manage financial systems

Establish a system to monitor and manage internal financial controls

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Financial Management Checklist

Overview

Analyze financial statements

Develop budget

Monitor cash flow

Evaluate financial performance

Financial Planning

Set financial goals

Conduct financial analysis

Develop financial strategies

Identify funding needs

Financial Management

Manage cash flow

Manage accounts receivable and payable

Control costs

Maintain financial records

Risk Management

Identify risks

Develop risk management strategies

Implement risk management policies

Monitor and review risk management activities

Tax Planning

Gather financial information

Analyze tax implications

Develop tax strategies

File taxes

Reporting

Prepare financial reports

Analyze financial data

Communicate financial results

Review financial statements

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Financial Planning and Analysis (FP&A) checklist

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Financial Reporting checklist

General Ledger and Trial Balance

Review the trial balance for unusual balances or fluctuations

Ensure all general ledger accounts are properly reconciled to subsidiary ledgers or supporting documentation

Verify that the closing entries have been made and the new fiscal year has started with zero income and expense balances

Income Statement

Check that all revenue and expense accounts are correctly classified and all transactions are recorded in the correct period

Review gross profit margins for consistency or investigate significant variances

Ensure that unusual or non-recurring transactions are properly disclosed

Balance Sheet

Confirm that all balance sheet accounts reflect the correct balances as per the trial balance

Reconcile bank statements to the cash account and investigate any reconciling items

Review fixed assets and accumulated depreciation for proper recording of new assets and disposals

Cash Flow Statement

Verify the accuracy of the operating, investing, and financing activities

Ensure that the cash flow statement reconciles with the changes in cash and cash equivalents on the balance sheet

Review the non-cash investing and financing activities for completeness and accuracy

Notes to Financial Statements

Check that all significant accounting policies are clearly described and consistently applied

Ensure that all required disclosures, such as contingent liabilities and commitments, are complete and accurate

Review subsequent events notes for any material events occurring after the balance sheet date

Compliance and Disclosures

Confirm compliance with relevant accounting standards and legal requirements

Verify that all required statutory and regulatory filings are complete and ready for submission

Ensure that related party transactions are properly disclosed and in accordance with the accounting policies

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