HR & people checklist templates

An employee offboarding checklist for HR and managers: notice, handover, access removal, final pay, equipment return and a clean exit, with an audit trail.

24 itemsper leaverCI

A free employee onboarding checklist from contract to day 90: paperwork, accounts, first-week plan and check-ins, so no new hire slips through the cracks.

25 itemsper new hireCI

An exit interview checklist with practical questions: prepare, run an honest leaver interview, record answers fairly and turn feedback into lasting changes.

20 itemsper leaver

A hiring checklist for small teams: define the role, write the job ad, screen, run structured interviews and decide fairly, from approved role to signed offer.

24 itemsper open role

A one on one meeting checklist for managers: prepare, let your report set the agenda, give feedback and follow up, so 1:1s become more than status updates.

16 itemsweekly or every two weeks

A performance review checklist for managers: gather evidence, write a fair review, run the conversation and agree goals. Works for annual and half-year cycles.

20 itemsper review cycle

A remote onboarding checklist for distributed teams: ship the laptop early, set up accounts, plan the first week on video and build real team connections.

24 itemsper remote hireCI

An intern onboarding checklist: agreement and school paperwork, a named mentor, a real project, regular feedback and a proper final review for every internship.

21 itemsper intern

A job offer checklist for small companies: approve pay, call the candidate, send a correct offer letter, run pre-employment checks and hand over to onboarding.

18 itemsper offer

A new manager checklist for the first 90 days: meet each report, learn the HR basics, set up 1:1s and agree team priorities. Written for first time managers.

20 itemsper new manager

A parental leave checklist for employers: confirm entitlements, plan cover and handover, stay in touch the right way and prepare a smooth return to work.

21 itemsper leave

A probation review checklist for managers: check-ins during probation, an end of probation review, a clear decision and written confirmation before the end.

18 itemsper new hire

A year end HR checklist for small businesses: payroll and tax statements, holiday balances, records cleanup, policy updates and next year's compliance calendar.

19 itemsyearly