Resources
The checklists we actually use with clients.
Not generic templates pulled from a search engine — the same working checklists we run engagements against, made public. Open one up and work through it on screen, print the page, or grab the branded PDF.
Every checklist below is also a one-page PDF, ready to print or share.
New Hire Onboarding Checklist
From a signed offer to a confident first 90 days.
New Hire Onboarding Checklist
From a signed offer to a confident first 90 days.
Before Day One
- Signed offer letter and employment agreement on file
- Payroll and benefits enrollment submitted
- Workstation, equipment, and system access requested
- Welcome email sent with start-day logistics and what to expect
Day One
- Welcome and organization overview
- Policies and employee handbook reviewed together
- Health and safety orientation completed
- Introductions to team and direct manager
- Role expectations and a first-90-days plan walked through
First 30 / 60 / 90 Days
- Week-one check-in to catch early questions
- 30-day check-in on fit and early wins
- 60-day conversation on performance and support needed
- 90-day formal review and probation decision
- Feedback solicited on the onboarding experience itself
Termination & Offboarding Checklist
Handled with clarity, compliance, and respect.
Termination & Offboarding Checklist
Handled with clarity, compliance, and respect.
Before the Conversation
- Grounds and supporting documentation confirmed
- Notice, severance, and final pay obligations calculated
- Termination letter and final pay statement prepared
- Timing, location, and attendees planned
- System and building access revocation timed to the meeting
The Conversation
- Kept brief, respectful, and factual
- A second person (HR or a witness) present
- Termination letter and pay details provided in writing
- Benefits continuation and Record of Employment timing explained
After
- Record of Employment issued within the required timeframe
- System and building access revoked
- Company property collected
- Final pay processed
- Internal communication handled discreetly and factually
Job Posting & Interview Checklist
Hire for the role you actually need filled.
Job Posting & Interview Checklist
Hire for the role you actually need filled.
Before Posting
- Role confirmed as approved and budgeted
- Job description reflects the real day-to-day, not a template
- True requirements separated from "nice to have"
- Compensation range determined ahead of time
- Posting channels chosen for where good candidates actually look
Screening & Interviewing
- Structured questions tied directly to the role
- Same core questions asked of every candidate
- Reference checks completed before an offer goes out
- Interview questions checked against human rights grounds
Making the Offer
- Verbal offer and any negotiation handled first
- Written offer letter and employment agreement issued
- Start date and onboarding logistics confirmed
Performance Review Prep Checklist
Reviews that build trust instead of dread.
Performance Review Prep Checklist
Reviews that build trust instead of dread.
Before the Review
- Specific examples gathered — not general impressions
- Goals from the last check-in reviewed
- Self-assessment requested from the employee
- Uninterrupted time blocked for the conversation
During the Review
- Led with specifics, not generalities
- Strengths and growth areas both discussed
- Clear, measurable goals set for the next period
- Room left for a genuine two-way conversation
After
- Review documented in writing
- Agreed action items followed up on
- Performance concerns flagged early — not saved for the next cycle
Joint Health & Safety Committee Meeting Checklist
Keep JHSC meetings substantive, not just procedural.
Joint Health & Safety Committee Meeting Checklist
Keep JHSC meetings substantive, not just procedural.
Before the Meeting
- Committee membership confirmed against requirements
- Agenda and previous minutes distributed in advance
- Incident and near-miss reports compiled since last meeting
During the Meeting
- Outstanding action items reviewed
- New hazards or worker concerns discussed
- Recent inspection results walked through
- New action items assigned with an owner and a date
After
- Minutes distributed within the required timeframe
- Required postings updated where applicable
- Action items tracked through to completion
Employee Handbook Essentials Checklist
What a handbook needs to actually hold up.
Employee Handbook Essentials Checklist
What a handbook needs to actually hold up.
Foundational Policies
- Employment standards compliance statement
- Hours of work, overtime, and scheduling
- Vacation and statutory holidays
- Leaves of absence
Conduct & Culture
- Code of conduct
- Workplace harassment and violence prevention policy
- Anti-discrimination and accommodation policy
- Confidentiality and social media use
Operational
- Health and safety responsibilities
- Progressive discipline framework
- Termination and resignation process
- Signed acknowledgment and receipt on file for every employee
Want one built for your organization?
These are the general-purpose versions. Every engagement gets checklists, policies, and templates adapted to how your organization actually runs.