HR 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.
- Document without effort
- Centralize and organize
- Make easily accessible
What's in the HR essentials checklist
Checklist Welcome package
- Craft a Personalized Welcome
- Provide Welcome Package
- Provide First Day Details
- Provide Necesssary Paperwork and Forms
How does this free template stack up to Whale?
A static checklist template
- Customizable
- Free
- Free mobile app
Whale
- Customizable
- Free
- Free mobile app
- Employee Training tools
- Employee Onboarding tools
- Automated Workflows
- Reporting
- Insights on knowledge
- Insights on Checklist runs
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.
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.
Frequently asked questions
Start for Free01How do I use this checklist template?
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.
02Can I customize the checklist for my team?
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.
03Can I assign a checklist and see who completed it?
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.
04Is this checklist template free?
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.
Other features
Training Flows
Build the onboarding path once. Assign it to every new hire.
Learn about Training FlowsAI-Generated Quizzes
Turn any SOP into a quiz in one click
Learn about AI-Generated QuizzesAnalytics & Reporting
See what your team uses, what they skip, and who needs help
Learn about Analytics & Reporting