How 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.

Can 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.

Can 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.

Is 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.

HR Checklist for Audit of People, Process and Tools

People data

Pull a current headcount by team, location and contract type
Check the accuracy of job titles and reporting lines
Identify records missing from the HRIS
Review turnover and time-to-hire for the last twelve months

Roles and capacity

Map who owns each HR process end to end
Identify single points of failure with no backup
Compare workload against team size and budget
List the work being outsourced and what it costs

Documentation and process

List every HR process and whether it is written down
Flag processes that live only in someones head
Check each document has a named owner and review date
Identify the processes new hires ask about most

Systems and tools

Inventory every HR tool and what it is used for
Identify overlapping tools and unused licences
Check integrations between payroll, HRIS and benefits
Review access rights and offboarding removal steps

Turn the audit into an operating picture: see adoption and gaps in analytics and reporting, document what is missing with Step Recorder, and set owners with expert review cycles.