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  • HR Plan Assessment Checklist

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    Ravi Dixit
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    The document is an HR assessment checklist that provides questions to help organizations evaluate their HR functions and processes in several key areas. It addresses whether an organization has a strategic plan and HR plan, performs workforce planning like having job descriptions and a succession plan, has effective recruitment and selection processes, retains employees through recognition programs and benefits, trains and develops employees, manages performance, has a compensation philosophy, maintains proper employee files, and establishes HR policies and procedures. The checklist is intended to help organizations understand what is needed to build strong HR foundations and attract, retain, and develop talent.

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    The document is an HR assessment checklist that provides questions to help organizations evaluate their HR functions and processes in several key areas. It addresses whether an organization has a strategic plan and HR plan, performs workforce planning like having job descriptions and a succession plan, has effective recruitment and selection processes, retains employees through recognition programs and benefits, trains and develops employees, manages performance, has a compensation philosophy, maintains proper employee files, and establishes HR policies and procedures. The checklist is intended to help organizations understand what is needed to build strong HR foundations and attract, retain, and develop talent.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    49 views3 pages

    HR Plan Assessment Checklist

    Uploaded by

    Ravi Dixit
    The document is an HR assessment checklist that provides questions to help organizations evaluate their HR functions and processes in several key areas. It addresses whether an organization has a strategic plan and HR plan, performs workforce planning like having job descriptions and a succession plan, has effective recruitment and selection processes, retains employees through recognition programs and benefits, trains and develops employees, manages performance, has a compensation philosophy, maintains proper employee files, and establishes HR policies and procedures. The checklist is intended to help organizations understand what is needed to build strong HR foundations and attract, retain, and develop talent.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
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    of 3

    HR ASSESSMENT CHECKLIST

    The HR Assessment is a tool to help you rate your organization’s current performance in a number
    of functional HR areas. It will help you understand what is required to build a strong foundation for
    your people program and processes, and help you prioritize and develop an HR plan that will allow
    you to attract, retain and develop the talent your organization needs to be successful.

    ORGANIZATIONAL STRATEGY & HUMAN RESOURCE PLAN


    Does your organization have a strategic plan and are
    you confident that you have the organizational
    structure and people resources to move this plan
    forward?

    Does your organization have a mission and vision


    and have they been communicated to staff?

    Have you defined your organizational values and


    have you communicated them to staff?

    WORKFORCE PLANNING
    Does every position in your organization have a job
    description?

    Do you have a succession plan for key and critical


    positions in your organization?

    RECRUITMENT & SELECTION


    Have you been successful in selecting the desired
    talent to your organization?

    Do you have a recruitment process/checklist?

    Do you check references?

    1
    Salopek & Associates Ltd. www.salopekconsulting.com 1.877.681.1232 [email protected]
    HR ASSESSMENT CHECKLIST

    EMPLOYEE RETENTION
    Do you have any formal or informal recognition
    programs?

    Does your organization have an attractive benefit


    program that can retain employees?

    Do you complete exit interviews or stay interviews?

    TRAINING & DEVELOPMENT


    Does your organization have a development plan for
    each employee?

    Do you have a formal orientation program for new


    employees or employees new to a role?

    PERFORMANCE MANAGEMENT
    Does your organization have a performance
    management system and is it effective?

    Are managers trained in Performance Management


    processes?

    COMPENSATION & REWARDS


    Does your organization have a compensation
    philosophy?

    Do you have a process to administer salaries (i.e.


    salary grid with guidelines)?

    Is pay linked to performance? Should it be?

    2
    Salopek & Associates Ltd. www.salopekconsulting.com 1.877.681.1232 [email protected]
    HR ASSESSMENT CHECKLIST

    EMPLOYEE FILES
    Do you know what documents should be maintained
    in the employee file and which should not from a
    legislative and privacy perspective?

    Are files secured (either electronically or in locked


    filing cabinets)?

    Do you have a signed Employment Agreement for


    each employee?

    Do you have a signed Acknowledgement of


    Company Policies and Procedures?

    POLICY & PROCEDURES


    Does your organization have a policy manual or
    employee handbook? If yes when was the last time it
    was reviewed to ensure that it is legislatively
    compliant?

    Do you have a process to communicate policies and


    procedures to employees and new hires?

    Are policies enforced consistently across the


    organization?

    Do you have a termination checklist for when an


    employee leaves?

    Need some support? We can help. We’d love to talk with you and identify where you may need to
    strengthen your HR function, but more importantly, give you the tools to build capacity in that area.
    Contact Salopek & Associates.

    Salopek & Associates is a team of human resource and business consultants specializing in strategy, human
    resources and board governance. Each Consultant on the team is a Chartered Professional in Human
    Resources, which is a level of assurance, skill and service we are proud to extend to our clients. Salopek &
    Associates understands the importance of attracting, retaining and developing good people.

    3
    Salopek & Associates Ltd. www.salopekconsulting.com 1.877.681.1232 [email protected]

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