Employee Handbook Review Checklist (HR)
Ensure your employee handbook is legally sound & up-to-date! This checklist simplifies the review process, covering key policies & compliance areas to protect your business & employees. Don't risk costly errors - download now!
This Template was installed 4 times.
Introduction & Purpose
Verify the handbook clearly states its purpose and scope, and disclaimers regarding employment at-will and handbook changes.
Handbook Purpose Statement
Employment Type (At-Will Disclaimer)
Last Revision Date
Document Version Number
Disclaimer of Guarantee?
Legal Compliance
Review for adherence to all relevant federal, state, and local laws (e.g., EEO, FLSA, ADA, FMLA).
Federal EEO Compliance (Title VII)
State EEO Compliance
FLSA Compliance (Overtime)
Date of Last Wage & Hour Audit
Number of Discrimination Claims Filed (Last Year)
FMLA Compliance
Company Policies
Assess clarity, consistency, and alignment with company values and current practices. Includes sections like conduct, dress code, attendance, etc.
Code of Conduct Statement
Dress Code Policy
Maximum Unpaid Lunch Break (minutes)
Last Policy Review Date
Acceptable Use of Company Technology
Attendance and Punctuality Policy
Compensation & Benefits
Confirm accuracy and compliance with legal requirements regarding pay, overtime, benefits enrollment, and leave policies.
Minimum Wage Compliance (Current)
Overtime Rate (Current)
Pay Schedule (e.g., Bi-weekly, Semi-monthly)
Last Benefits Enrollment Period
Summary of Key Benefits Offered
401k Matching Policy
PTO Accrual Rate (per pay period)
Employee Conduct & Discipline
Evaluate procedures for addressing misconduct, investigations, and disciplinary actions; ensure fairness and consistency.
Summary of Disciplinary Actions Process
Number of Written Warnings Issued
Type of Misconduct Involved
Policies Violated (if applicable)
Date of Incident
Time of Incident (if known)
Witness Statements (if applicable)
Technology & Security
Review policies related to internet usage, data protection, email, and acceptable use of company assets.
Bring Your Own Device (BYOD) Policy?
Last Password Reset Policy Review Date
Security Awareness Training Topics Covered?
Next Scheduled Security Training Date
Description of Data Encryption Methods Used
Remote Access VPN Usage?
Confidentiality & Intellectual Property
Assess protections for company confidential information and intellectual property rights.
Description of Confidential Information
Definition of Intellectual Property
Employee Acknowledgement of Non-Disclosure
Duration of Non-Disclosure Agreement (Years)
Permitted Use of Company IP
Employee Signature confirming understanding
Remote Work & Telecommuting
If applicable, review policies concerning remote work arrangements, security, and performance expectations.
Remote Work Eligibility Criteria
Approved Remote Work Equipment (Select all that apply)
Specific Remote Workspace Requirements (e.g., ergonomics, privacy)
Estimated Daily Remote Work Hours
Preferred Method of Communication (Remote Work)
Remote Work Start Date
Accessibility & Inclusivity
Ensure the handbook is accessible to all employees (e.g., language, format) and promotes an inclusive workplace.
Language Availability
Accessibility Features Provided
Statement on Diversity & Inclusion
Contact Person for Accessibility Concerns
Process for Requesting Accommodations
Acknowledgement & Distribution
Verify that employees acknowledge receipt and understanding of the handbook, and procedures for distribution and updates are defined.
Handbook Acknowledgment Date
Acknowledgment Method
Employee Signature
Printed Name
Department
Employee ID
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