HR checklists
Free, adaptable checklists so nothing is missed in the recurring people processes — hiring and onboarding, performance and management, retention and planning, and transition. Each checklist is the "did we do it" list that pairs with the matching template, playbook, operations practice and lifecycle stage. Educational and evergreen — no benchmarks, no salary data, not legal advice.
A checklist for every recurring people process
- Hiring & onboarding — recruitment, interviews, screening and onboarding checklists.
- Performance & management — review, development, manager and team-lead routines.
- Retention & planning — retention, workforce planning and succession.
- Transition — knowledge transfer and offboarding.
Browse all 15 pages
Hiring & onboarding checklists
Run recruitment, interviews and onboarding without missing a step.
Recruitment Checklist
A recruitment checklist makes sure no step of a hire is missed.
Open ChecklistInterview Checklist
An interview checklist makes sure interviews are prepared, run and followed up consistently.
Open ChecklistCandidate Screening Checklist for Recruiters
A candidate screening checklist keeps your first filter consistent.
Open ChecklistNew Employee Onboarding Checklist
A new employee onboarding checklist makes sure nothing is missed as a new hire joins.
Open ChecklistNew-Hire Checklist
A new-hire checklist covers the immediate logistics of a starter’s first day.
Open ChecklistRemote Onboarding Checklist
A remote onboarding checklist adapts onboarding for fully remote starters.
OpenPerformance & management checklists
Run reviews, development and manager routines consistently.
Performance Review Checklist
A performance review checklist makes sure reviews are prepared, run and followed up well.
Open ChecklistEmployee Development Checklist
An employee development checklist makes sure development actually happens.
Open ChecklistManager Checklist
A manager checklist captures the recurring routines a good manager runs.
Open ChecklistTeam Lead Checklist
A team lead checklist captures the recurring routines for leading day-to-day delivery.
OpenRetention & planning checklists
Keep retention, planning and succession on track.
Employee Retention Checklist
An employee retention checklist keeps retention proactive.
Open ChecklistWorkforce Planning Checklist
A workforce planning checklist keeps the planning cycle on track.
Open ChecklistSuccession Planning Checklist
A succession planning checklist keeps succession a system, not a scramble.
OpenTransition checklists
Hand over and offboard cleanly.
Knowledge Transfer Checklist
A knowledge transfer checklist makes sure critical knowledge does not leave with a person.
Open ChecklistOffboarding Checklist
An offboarding checklist makes sure exits are handled cleanly and securely.
OpenWhere this fits
Every page links into the detailed clusters that make it real.
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Frequently asked questions
Are these checklists free to use?
Yes. Every checklist is free, ungated and adaptable — read it on the page and adapt it to your context. No signup is required.
How are checklists different from templates and playbooks?
Checklists are the "did we do it" lists; templates are the documents you fill in; playbooks are the step-by-step plays. Each checklist links to the matching template, playbook, operations practice and lifecycle stage.
Do the checklists include benchmarks or studies?
No. They are educational and avoid benchmarks, averages, salary data and fabricated studies.
Is any of this legal advice?
No. Checklists are neutral, educational guidance — not legal, tax or employment-law advice. Confirm specifics with qualified professionals.
Who are the checklists for?
Founders, HR and operations teams, managers and team leads who want a dependable way not to miss steps in recurring people processes.