Business Checklists

  • Remote Employee Onboarding Checklist

    Remote Employee Onboarding Checklist Remote onboarding fails spectacularly when done poorly. 20% of remote hires quit in the first 45 days versus 11% for in-office. This Remote Employee Onboarding Checklist solves remote-specific challenges: shipping equipment, virtual access setup, video-based training, and digital team integration. Build connection and engagement without physical presence. Companies with remote-optimized onboarding…

  • Employee Vs Contractor Checklist

    Employee Vs Contractor Checklist Employee or contractor? Get it wrong and face $50-$2,300 per worker in IRS penalties, back taxes averaging $15,000-$40,000, and potential criminal charges. This Employee Vs Contractor Checklist evaluates behavioral control, financial independence, and relationship factors using IRS guidelines. Document each classification decision with clear evidence. The DOL recovered $322 million in…

  • Employee Orientation Checklist

    Employee Orientation Checklist Employee orientation happens once and sets permanent impressions. This Employee Orientation Checklist structures your program from welcome through department placement. Cover company history, mission, values, policies, benefits, and safety in a logical sequence. Include HR essentials, technology setup, facility tours, and team introductions. Companies with formal orientation programs report 50% higher new…

  • Employee Onboarding Checklist Template

    Employee Onboarding Checklist Template This Employee Onboarding Checklist Template gives you a fill-in-the-blank framework that tracks every task from offer acceptance through 90-day review. Customize fields for your company, department, and role while maintaining proven structure. Include completion dates, responsible parties, and verification signatures. Templates ensure consistency across hires and reduce onboarding prep time from…

  • Employee File Checklist

    Employee File Checklist A missing I-9 form costs $230-$2,300 per violation during audits. This Employee File Checklist organizes every required document for legal compliance and operational efficiency. Separate files into personnel, medical, and I-9 categories as required by law. Include hiring documents, tax forms, benefits enrollment, performance reviews, and termination records. Companies face $1 million+…

  • Contractor Versus Employee Checklist

    Contractor Versus Employee Checklist Misclassifying one worker costs $50 per form plus back taxes, interest, and penalties averaging $15,000-$40,000. This Contractor Versus Employee Checklist applies IRS 20-factor test and state-specific rules to determine correct classification. Evaluate behavioral control, financial arrangements, and relationship type with clear documentation. The IRS collected $79 million in penalties last year…

  • New Employee Training Checklist

    New Employee Training Checklist Untrained employees cost money every single day. This New Employee Training Checklist transforms new hires into productive team members in 30-60 days instead of 6 months. Cover technical skills, compliance requirements, system training, and soft skills development. Include assessments that verify competency before releasing employees to independent work. Research shows companies…

  • New Employee Orientation Checklist

    New Employee Orientation Checklist Your first week sets the tone for years. This New Employee Orientation Checklist covers everything from paperwork to workplace culture in a structured timeline. Handle I-9 verification, benefits enrollment, safety training, and team introductions systematically. Companies using formal orientation see 82% higher retention after one year. Include welcome sessions, company overviews,…

  • Checklist For Terminating Employee

    Checklist For Terminating Employee Terminating employees requires legal precision and professional execution to minimize organizational risk. This practical checklist covers 85+ essential tasks across decision-making, risk assessment, meeting preparation, communication, and post-termination administration. Includes documentation requirements (performance records, progressive discipline), legal compliance (discrimination laws, state-specific termination rules), security protocols, final pay calculations, and team management….

  • Employee Termination Checklist

    Employee Termination Checklist Terminations are high-risk HR events requiring meticulous planning and execution. This detailed checklist covers 80+ critical tasks from pre-termination assessment through post-termination follow-up. Includes legal review (discrimination risks, wrongful termination exposure), documentation preparation, termination meeting protocol, immediate security actions, final pay processing, team communication, and administrative closure. Average wrongful termination settlement: $40,000-$125,000….