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Employee Onboarding Checklist

Training and Development Checklist

Performance Management Checklist

  • Collaborate with employees to set specific, measurable, achievable, relevant, and time-bound (SMART) goals
  • Ensure goals align with company objectives
  • Schedule regular performance reviews at least once a year
  • Use a structured format to evaluate employee performance
  • Offer constructive feedback on strengths and areas for improvement
  • Provide coaching and support to help employees reach their potential
  • Identify areas of underperformance
  • Create a plan with clear steps and timelines for improvement
  • Regularly check in with employees on their progress
  • Adjust goals or provide additional support as needed
  • Acknowledge and celebrate achievements
  • Provide rewards or recognition that align with employee preferences
  • Address performance issues as soon as they arise
  • Follow a fair and consistent process for addressing performance problems
  • Encourage employees to pursue training and development opportunities
  • Provide resources and support for continuous learning
  • Keep detailed records of performance discussions and outcomes
  • Use a standardized format for documenting performance-related information

Employee Relations Checklist

  • Listen to the employee's concerns
  • Provide a safe and confidential space for discussion
  • Offer solutions or resolutions to the grievances
  • Gather relevant information and evidence
  • Interview all parties involved
  • Document findings and conclusions
  • Follow company policies and procedures
  • Communicate clearly with the employee about the action
  • Ensure fairness and consistency in the disciplinary process
  • Conduct regular surveys or feedback sessions
  • Analyze data to identify trends or areas of improvement
  • Take action to address any concerns or issues raised

Benefits Administration Checklist

Offboarding Checklist

Related Checklists