Log in
Free checklist template

HR checklist

Document without effort

Centralize and organize

Make easily accessible

Customize in Whale
Book a demo
Blue heart icon

What's in the HR checklist

Customize in Whale

Checklist Welcome package

  • Craft a Personalized Welcome
  • Provide Welcome Package
  • Provide First Day Details
  • Provide Necesssary Paperwork and Forms

Checklist Welcome package

  • Craft a Personalized Welcome
  • Provide Welcome Package
  • Provide First Day Details
  • Provide Necesssary Paperwork and Forms

Checklist Welcome package

  • Craft a Personalized Welcome
  • Provide Welcome Package
  • Provide First Day Details
  • Provide Necesssary Paperwork and Forms

Pair this HR checklist with Step Recorder to capture each step as you do it, training flows to walk new hires through it, and analytics and reporting to see who finished what.

Blue heart icon

How does this free template stack up to Whale?

A static checklist template
Customizable
Free
Free mobile app
Employee Training tools
Employee Onboarding tools
Automated Workflows
Reporting
Insights on knowledge
Insights on Checklist runs

Create

Create checklists with ease

Add and describe

Add your steps one at a time and offer a description for clarity sake.

Add an input field

Offer the option to add comments or other inputs for each step.

Creating a checklist in Whale
Running a checklist in Whale

Track

Assign to your team and track

Assign

Assign checklists to an individual or a team, in the office or on the go.

Track completion

Monitor when and who completed which tasks in the insights report.

Helping thousands of SMEs systemize and scale
Blue heart icon

Frequently asked questions

Copy the checklist into Whale and work through it step by step. Every item can carry its own description, so whoever runs it knows exactly what the step means and what done looks like.

Yes. Add your own steps one at a time, write a description for each, and add an input field wherever you need someone to leave a comment or record a result.

Yes. Assign it to one person or a whole team, in the office or on the go, then monitor when and who completed which tasks in the insights report.

The template is free to use. Whale adds the training flows, onboarding, automated workflows and reporting on top for when a checklist becomes part of how the team works.

Blue heart icon

Other features

Training Flows

Build the onboarding path once. Assign it to every new hire.

Learn about Training Flows

AI-Generated Quizzes

Turn any SOP into a quiz in one click

Learn about AI-Generated Quizzes

Analytics & Reporting

See what your team uses, what they skip, and who needs help

Learn about Analytics & Reporting