Checklists and how to use them

A checklist will make sure you get them, and keep them in order for easy retrieval.

To make the best use of your personnel checklist, staple it right to the manilla file for each employee. Then use it. Hiring lead sheet ? Check it off, YES. Two copies of the job application filled out? Check it off, YES.

W-4 form completed? Insurance Enrollment Form? I-9 Form completed? Check them off one by one as you slip them into the file.

Have those Employee Rules and Regulations been read and signed?
Does the new employee understand the price policy?
Do they know how to clock in and out and the penalties for not doing so correctly?
Do they understand the harrassment policy and what happens to anyone who does not abide by it?
What about the Hazard Communication Standard?
the Drug Policy?

Do YOU understand when the employee will and will not be available for work?
What kind, and how much training must be scheduled for this employee?

With a checklist right on the inside cover of their manilla folder you can check off each item, and see at a glance which ones are still lacking. Add a few more lines at the bottom for your followup...

Its purpose is to help you do your work more effectively.
Keep them as short as possible,
but as complete as necessary.

Cold air moving in.
Pipes need to be protected,
heaters need to be checked,
air conditioning needs to be wrapped,
lawn mower needs to be put up, or converted to a snow plow, etc.

This is a never-ending process. Throughout the year, as you walk around the premises, there will be things happen or you will see things which remind you to put something else down.

Even then, when November comes you will still find things which should have been on your checklist, and were not.

The next time October has the nerve to creep in unannounced your list will prompt you to get busy preparing for November.

Using CheckLists wisely will keep you prepared.
This state of preparedness
will give you more confidence
in every area of your business.

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Employee files which are in order, and uniform will naturally be more helpful and complete. The best way to achieve this is with a Personnel file Checklist. After all, there are SO many things which you need to acquire from and for each employee.