Checklist templates you can copy and adapt today
Never start a checklist from scratch again!
Dive into Whale’s checklists and templates! Find all the fundamental step-by-step guides you need to document your business procedures, streamline your processes, and train your team effectively. Explore our collection to start optimizing your operations
Audit & Compliance
Audit and Compliance for Construction
The compliance metrics that matter in Construction. Track construction code violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Education
The compliance metrics that matter in Education. Track student privacy violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Energy and Utilities
The compliance metrics that matter in Energy and Utilities. Track environmental breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Food and Beverage
The compliance metrics that matter in Food and Beverage. Track food safety breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Government and Public Sector
The compliance metrics that matter in Government and Public Sector. Track public sector data breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Hospitality and Tourism
The compliance metrics that matter in Hospitality and Tourism. Track health and safety violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Information Technology IT
The compliance metrics that matter in Information Technology IT. Track data security violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Insurance
When it comes to Audit and Compliance in the Insurance world, keeping an eye on those important compliance metrics is super important to stay on top of things and keep risks low. Check out these key areas!
View checklistAudit and Compliance for Retail and E-commerce
The compliance metrics that matter in Retail and E-commerce. Track data privacy and consumer rights violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Telecommunications
The compliance metrics that matter in Telecommunications. Track data privacy breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Transportation and Logistics
The compliance metrics that matter in Transportation and Logistics. Track logistics safety violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Aerospace and Defense
The compliance metrics that matter in Aerospace and Defense. Track copyright and advertising violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Agriculture and Farming
The compliance metrics that matter in Agriculture and Farming. Track pesticide and environmental violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Automotive
The compliance metrics that matter in Automotive. Track safety standard breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Biotechnology Research
The compliance metrics that matter in Biotechnology Research. Track research ethics and data security violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Chemical Manufacturing
The compliance metrics that matter in Chemical Manufacturing. Track chemical safety and emissions violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Consumer Goods
The compliance metrics that matter in Consumer Goods. Track product safety and labeling breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Legal Services
The compliance metrics that matter in Legal Services. Track legal practice standard breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Manufacturing
The compliance metrics that matter in Manufacturing. Track safety and quality violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Media and Entertainment
The compliance metrics that matter in Media and Entertainment. Track copyright and advertising violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Mining and Natural Resources
The compliance metrics that matter in Mining and Natural Resources. Track environmental and safety violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Non-Profit Organizations
The compliance metrics that matter in Non-Profit Organizations. Track donor privacy and reporting breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Pharmaceuticals and Biotech
The compliance metrics that matter in Pharmaceuticals and Biotech. Track fDA and safety breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Real Estate
The compliance metrics that matter in Real Estate. Track export control breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Renewable Energy
The compliance metrics that matter in Renewable Energy. Track environmental violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Telecommunications Infrastructure
The compliance metrics that matter in Telecommunications Infrastructure. Track communication standard breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Waste Management
The compliance metrics that matter in Waste Management. Track waste disposal violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklist
Human Resources
Human Resource Audit Template
Take the guesswork out of your HR practices with a comprehensive Human Resource Audit. Streamline your processes and stay compliant.
View checklistHR Audit Checklist Template Excel
An HR audit checklist you can work through in a spreadsheet or run as a live checklist. Covers personnel records, worker classification, handbook currency, pay practice and required notices.
View checklistCompliance HR checklist template
Keep HR compliance from drifting between audits. This template covers records retention, classification, policy acknowledgements, leave handling and the notices you are required to post.
View checklistHR Audit Checklist template
HR Audit Checklist, To ensure compliance with HR policies, regulations, and best practices.
View checklistEmployee Onboarding Checklist
Ensure a smooth onboarding process with our comprehensive employee onboarding checklist. Set your new hires up for success from day one.
View checklistsetting up an HR department checklist
Build the function from nothing without missing the parts that matter. This checklist walks through the foundations, hiring, policy and systems work of setting up an HR department.
View checklistHR year end checklist
Close the year without a payroll surprise. This HR year end checklist covers the final payroll run, W-2 accuracy, benefits reconciliation and the setup work for January.
View checklistHR due diligence checklist
Review the people risk in any deal before you sign. This HR due diligence checklist covers employee records, contracts, compliance exposure and benefits obligations.
View checklistPayroll tax checklist
Get payroll tax right before the filing deadline. This checklist covers the year-end payroll close, the forms you owe, employee data accuracy and what you need to retain.
View checklistHR onboarding checklist
Simplify onboarding with our free HR onboarding checklist template. Covering key steps like paperwork, training, and introductions, it ensures a smooth transition for new hires.
View checklistHR essentials checklist
An HR essentials checklist for the records, policies and compliance checks every team needs to work through. Copy it and adapt it to your own process.
View checklistHR checklist
Ensure a smooth onboarding process with our comprehensive HR checklist. Covering everything from paperwork to training.
View checklist
Veterinary
veterinary receptionist training
The Veterinary Receptionist Training Checklist ensures efficiency in client communication, scheduling, payments, and triage, preparing receptionists for seamless clinic operations and excellent customer service.
View checklistVeterinary Assistant Training Checklist
Focuses on intake, handling, clinic maintenance, and surgical support, ensuring workflow efficiency and patient safety.
View checklistVeterinary Technician Training Checklist
Hands-on training in patient care, anesthesia, surgical prep, and emergency response, leading to certification.
View checklist
More checklists
Audit and Compliance for Environmental Services
The compliance metrics that matter in Environmental Services. Track environmental regulation breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Finance and Banking
The compliance metrics that matter in Finance and Banking. Track financial misconduct, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Healthcare
The compliance metrics that matter in Healthcare. Track hIPAA breaches, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistAudit and Compliance for Public Transportation
The compliance metrics that matter in Public Transportation. Track transport safety violations, fines and penalties, data breach incidents, training completion and your audit pass rate in one checklist.
View checklistiso 9001 checklist
Ensure product excellence with our quality assurance checklist. Use this simple quality assurance checklist template to maintain consistent standards.
View checklistquality assurance checklist
Ensure product excellence with our quality assurance checklist. Use this simple quality assurance checklist template to maintain consistent standards.
View checklistquality control checklist
Use this Quality Control Checklist to streamline production, reduce defects, and maintain high standards with a simple QC checklist template.
View checklisthr-resource-audit-template
See what your HR function has, what it is missing and where the load sits. This HR resource audit template covers people data, capacity, documentation and systems.
View checklistFMLA Checklist for HR: Step-by-Step Guide – Whale
Get up and running fast with this FMLA Checklist for HR: Step-by-Step Guide
View checklistHR Compliance Audit Checklist: Step-by-Step Guide – Whale
To ensure your HR department complies with all applicable HR policies, regulations, and best practices, while adhering to the most current laws in 2024.
View checklist
Frequently asked questions
Start for Free01Which checklist template should I start with?
Pick the one closest to the process you run most often, then edit it. Onboarding and audit checklists get used most, because those are the processes that hurt when a step gets skipped.
02Do I need Whale to use these checklist templates?
No. Every template here is free to copy and use however you like. Whale is what you add when a checklist needs to be assigned and kept current.
03How do I stop a checklist going out of date?
Keep it in one place with an owner and a review date on it. In Whale each checklist has an owner who gets a reminder to review it, so the version your team opens is the current one.
04Can my team find the right checklist when they need it?
That is what Alice, Whale’s AI assistant, is for. Ask a question in plain language and Alice returns the step that answers it, without anyone digging through folders.