The following checklists are available for SHRM members to use within their organizations to audit HR practices, assist with legal compliance and to analyze certain HR functions to help position the employer for success.
Benefits
FMLA
Checklist: Individual FMLA Leave Requestopens in a new tab
Checklist: FMLA Complianceopens in a new tab
Health Insurance
Checklist: Domestic Partner Benefits Administrationopens in a new tab
Checklist: COBRA Administrationopens in a new tab
Checklist: Health Insurance Dependent Auditopens in a new tab
Diversity, Equity & Inclusion
Checklist: LGBTQ+ Anti-Bias and Title VII Complianceopens in a new tab
Checklist: Affirmative Action opens in a new tab
Emergency Preparedness
Checklist: Emergency Preparedness for Human Resources (HR)opens in a new tab
Checklist: Emergency Telecommuting Preparationopens in a new tab
Employee Relations
Checklist: ADA Reasonable Accommodation opens in a new tab
Checklist: Employee Recognition/Awards
Checklist: Performance Review Meeting
Checklist: Return to the Officeopens in a new tab
Investigations
Checklist: Employee Misconduct Investigation opens in a new tab
Checklist: Employee Accident Investigationopens in a new tab
Checklist: Retaliation Preventionopens in a new tab
Mergers and Acquisitions
Checklist: Acquisition HR Due Diligence opens in a new tab
Recordkeeping
Checklist: Employment Recordkeeping Audit opens in a new tab
Checklist: Personnel File Auditopens in a new tab
Checklist: Timekeeping Practicesopens in a new tab
Talent Acquisition/Staffing
New Hires
Checklist: Recruiting Quality Hiresopens in a new tab
Checklist: Career Fair Recruiting
Checklist: New Hire Orientation
Checklist: Developing Onboarding/New Hireopens in a new tab
Checklist: New Hire Preparationopens in a new tab
Checklist: New Hire Paperworkopens in a new tab
Checklist: Hiring Processopens in a new tab
Checklist: Job Offersopens in a new tab
Checklist: Ending Remote I-9 Document Verification Flexibility
Pre-Employment Testing and Background Checks
Checklist: Pre-Employment Testing
Checklist: Job Analysis/Job Description Physical Activities opens in a new tab
Checklist: Fair Credit Reporting Act (FCRA) Compliance opens in a new tab
Checklist: Selecting a Reliable Background Checking Companyopens in a new tab
Independent Contractors
Checklist: Utilizing Independent Contractorsopens in a new tab
Terminations/Separations
Checklist: Employee Terminationopens in a new tab
Checklist: Reduction in Force (RIF) Strategy and Selection
Checklist: Death of an Employee
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