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> Desk audit
Desk audit
Initial Preparation
Gather all necessary documents and resources for the desk audit.
Familiarize yourself with the job description and position requirements.
Review any previous evaluations or performance records of the employee.
Job Analysis
Analyze the essential functions and duties of the position.
Identify the knowledge, skills, and abilities required for the job.
Determine the key performance indicators and performance standards.
Review of Documentation
Examine the employee's personnel file, including any performance evaluations, disciplinary records, and training records.
Check for any relevant certifications or licenses.
Review any written performance feedback or self-assessments from the employee.
Performance Evaluation
Assess the employee's performance against the established performance standards.
Identify any areas of strengths and weaknesses.
Consider the employee's accomplishments, challenges, and contributions.
Data Collection
Collect additional data or evidence to support the evaluation.
Seek input from colleagues, supervisors, and other relevant parties.
Utilize surveys, questionnaires, or other assessment tools if applicable.
Feedback and Discussion
Schedule a meeting with the employee to discuss the evaluation.
Provide constructive feedback on the employee's performance.
Address any concerns or questions the employee may have.
Performance Improvement Plan (if needed)
Develop a performance improvement plan if the employee's performance is not meeting expectations.
Set clear goals, objectives, and timelines for improvement.
Provide necessary resources and support to help the employee succeed.
Final Documentation
Document the results of the desk audit and evaluation.
Prepare a written report summarizing the findings and recommendations.
Ensure all documentation is accurate, complete, and confidential.
Follow-up and Monitoring
Schedule regular check-ins with the employee to monitor progress.
Provide ongoing support and guidance as needed.
Keep records of any subsequent actions or changes in performance.
Closing and Archiving
Close the desk audit process and file all relevant documents appropriately.
Update the employee's personnel file with the latest evaluation.
Archive the checklist and supporting materials for future reference or audits.
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