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"...This is an excellent program. I'm so glad that I stumbled on to this when researching for task management programs. Very low learning curv, quite flexible, and the price is right. Tried at least 20 other programs, either too complicated, too expensive, or poor documentation..."
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Honolulu, HI

Employee Records Checklist


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Employee Records Checklist Employee Records Checklist is created for HR and company managers who wish to make sure that the full set of employee records is maintained, including new hire documents, payroll, etc.

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

1.Employee New Hire Records:

  • Employee Prescreening Plan;
  • Employment Application Request;
  • Employee’s Original Employment Application;
  • Employee Resume (CV);
  • Employee Pre-interview Plan;
  • Phone Screening;
  • Employment Interview Report Form (Interview Record);
  • Education Verification (diploma, certifications, etc);
  • Employment Verification (employment history, references, discharge letter, etc);
  • Background Checks (history on misconducts, incidents, criminal, credit, driver’s record, etc);
  • Conclusions on Background Checks;
  • Rejection Letter or Employment Offer Letter;
  • Consent to Drug Testing;
  • Employment Agency Agreement (if hired through a recruiting agency);
  • I-9 Form (USA);
  • Veterans/Disabled Self-Identification Form;
  • Security Clearance Status;
  • Employment Agreement;
  • Confidentiality, Trade Secret, Non-Compete and Nondisclosure Agreements;
  • Supporting Documentation (copy of Passport, Drivers License, Social Security Card, etc);

2. Employee Payroll Records:

  • Documentation of compensation;
  • Payroll Deductions (W-4 Form);
  • Emergency Contact Information;
  • Annual Salary, Hourly Rate and Vacation Records;
  • Employee Retirement Income Security Act (ERISA) Rights Statement (USA);
  • Changes in Employment (promotions, demotions, etc);
  • Salary Change Requests;
  • Salary Change Notification;
  • Employee Time Sheets;
  • Awards and Recognition;
  • Individual Attendance Record;
  • Union Membership Records and Withholdings;
  • Compensation history;
  • Annual Benefits Statement Acknowledgment;

3. Employee Medical Records:

  • Life and Health Insurance Records;
  • Emergency Contact Information;
  • Medical Benefits Application Form;
  • Physician Records of Examination;
  • Records on Diagnostic, Laboratory Test, and Drug Screening;
  • Records on Reasonable Accommodations;
  • HIPAA Notice of Privacy Practices;
  • Injury Reports;

4. Staff Training Records:

  • Individual Development Program (Training Plan);
  • Standard Operating Procedures Training;
  • Safety Training;
  • Meeting (Training) Attendance Reports and Summaries;
  • Documentation Management Training;
  • Sexual Harassment Training;
  • Internal and External Trainings (of different types to increase employee education);
  • Examinations, Certificates, etc (both internal and external);

5. Employee Performance Records:

  • Reprimands and Disciplinary Actions;
  • Absence Report Form;
  • Peer, Manager and Customer Reviews.....

Order 750 checklists in MS Word and PDF printable format at $49.99 USD only. BUY NOW! 

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