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 Request
Health Insurance
Checklist: Domestic Partner Benefits Administration
Checklist: COBRA Administration
Checklist: Health Insurance Dependent Audit
Diversity, Equity & Inclusion
Checklist: LGBTQ+ Anti-Bias and Title VII Compliance
Emergency Preparedness
Checklist: Emergency Preparedness for Human Resources (HR)
Checklist: Emergency Telecommuting Preparation
Employee Relations
Checklist: ADA Reasonable Accommodation
Checklist: Employee Recognition/Awards
Checklist: Performance Review Meeting
Checklist: Return to the Office
Investigations
Checklist: Employee Misconduct Investigation
Checklist: Employee Accident Investigation
Checklist: Retaliation Prevention
Mergers and Acquisitions
Checklist: Acquisition HR Due Diligence
Recordkeeping
Checklist: Employment Recordkeeping Audit
Checklist: Personnel File Audit
Checklist: Timekeeping Practices
Talent Acquisition/Staffing
New Hires
Checklist: Recruiting Quality Hires
Checklist: Career Fair Recruiting
Checklist: New Hire Orientation
Checklist: Developing Onboarding/New Hire
Checklist: New Hire Preparation
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
Checklist: Fair Credit Reporting Act (FCRA) Compliance
Checklist: Selecting a Reliable Background Checking Company
Independent Contractors
Checklist: Utilizing Independent Contractors
Terminations/Separations
Checklist: Employee Termination
Checklist: Reduction in Force (RIF) Strategy and Selection
Checklist: Death of an Employee
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