Business Checklists

  • Employee Separation Checklist

    Employee Separation Checklist Employee separations require careful handling to avoid legal, financial, and security risks. This comprehensive checklist covers 90+ tasks for voluntary and involuntary separations, including legal compliance, transition management, final compensation, benefits termination, property collection, and system deactivation. Wrongful termination claims average $40,000 to settle, with court awards reaching $200,000+. Processing time: 1-3…

  • New Employee Checklist

    New Employee Checklist New hire success starts before day one. This essential checklist covers 70+ pre-arrival through first-week tasks ensuring smooth integration. Includes workspace preparation, equipment setup, system access configuration, documentation processing, orientation activities, and team integration. Companies without new hire checklists experience 20% higher early turnover and 30% slower time-to-productivity. Average setup time: 8-12…

  • Employee Offboarding Checklist

    Employee Offboarding Checklist Offboarding protects company assets, knowledge, and reputation while managing legal risks. This comprehensive checklist covers 130+ tasks across transition planning, access revocation, asset recovery, and team communication. Includes immediate actions (account deactivation), administrative tasks (final pay, benefits), knowledge documentation, and client handoffs. Poor offboarding costs $15,000-$40,000 in lost productivity, IP theft, and…

  • Employee Exit Checklist

    Employee Exit Checklist Employee separations create legal exposure averaging $40,000-$75,000 per wrongful termination claim. This checklist protects your organization across 80+ critical tasks covering documentation, knowledge transfer, asset recovery, and final settlement. Includes resignation procedures, IT deprovisioning, benefits termination (COBRA), final pay calculations, and exit interviews. Average processing time: 2-3 days for voluntary exits, 1…

  • New Employee Hiring Checklist

    New Employee Hiring Checklist Hiring mistakes cost 30% of first-year salary minimum, often much more. This checklist systematizes recruitment from position planning through pre-boarding, covering 90+ critical tasks. Includes job posting strategy, application screening, interview process, background checks, offer negotiation, and onboarding prep. Average time-to-hire: 36 days for entry-level, 42-50 days for senior roles. Ensures…

  • New Employee Onboarding Checklist

    New Employee Onboarding Checklist Effective onboarding reduces turnover by 82% and boosts productivity by 70%. This comprehensive checklist spans pre-boarding through first 90 days, covering 120+ essential tasks. Includes pre-arrival preparation (account setup, equipment ordering), day-one essentials (documentation, workspace), administrative setup (payroll, benefits), technology configuration, role training, and cultural integration. Average cost to replace an…

  • Employee Onboarding Checklist

    Employee Onboarding Checklist New hire productivity takes 8-12 months without proper onboarding, just 3-4 months with it. This checklist covers pre-arrival setup, first day welcome, first week integration, and 30-day milestones. Includes HR documentation (I-9, W-4, benefits), technology setup (email, software, VPN), role training, and culture integration. Average companies lose 20% of new hires in…

  • Website Launch Checklist

    Website Launch Checklist A website launch affects your business for years. This checklist covers 200+ tasks across 15 phases, from planning to post-launch optimization. Most launches fail because teams miss critical steps like SSL setup, broken links, or mobile testing. Use this to coordinate design, development, SEO, security, and marketing teams. Average project timeline: 3-6…

  • Study Start Up Training Checklist For Research Staff

    Study Start Up Training Checklist For Research Staff Proper research staff training is the foundation of study quality and regulatory compliance. This comprehensive training checklist covers 14 essential modules that transform new coordinators into competent research staff in 2-4 weeks. Includes protocol training, Good Clinical Practice certification, regulatory requirements, safety reporting, system training, laboratory procedures,…

  • Study Rn Checklist Preparing For Clinical Research Visits At Home

    Study Rn Checklist Preparing For Clinical Research Visits At Home Study nurses manage the clinical and logistical details of home research visits. This RN-specific checklist covers medical preparation, equipment setup, participant assessment, sample collection, and documentation requirements for conducting research visits at participants’ homes safely and effectively. Copy HTML Download HTML Clinical Competency Verification □…