HR Audit Checklist Template

Ensure full HR compliance & minimize risk with our comprehensive HR Audit Checklist Template. Streamline your processes, identify gaps, and stay up-to-date on employment law. Download now for a proactive approach to HR management!

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Legal Compliance

1 of 10

Ensuring adherence to relevant employment laws and regulations.

Last Wage and Hour Law Review Date

State Wage and Hour Law Compliance?

Federal EEO Compliance?

Date of Last I-9 Form Audit

Summary of Key Legal Updates & Actions Taken

ADA Compliance?

Number of Discrimination Claims Filed (Last Year)

Policy Review & Documentation

2 of 10

Evaluating and documenting HR policies and procedures.

Last Policy Review Date

Summary of Policy Updates Made

Copy of Employee Handbook

Policy Distribution Method

Number of Policies Reviewed

Description of Policy Communication to Employees

Policy Acknowledgement Process

Recruitment & Hiring

3 of 10

Reviewing processes related to attracting, screening, and selecting employees.

Date Job Posting Approved

Job Posting Source(s)

Number of Applications Received

Summary of Applicant Screening Process

Interview Method(s)

Interview Panel Members (List names)

Summary of Interview Feedback & Scores

Background Check Vendor (If applicable)

Compensation & Benefits

4 of 10

Auditing payroll, benefits administration, and compensation practices.

Minimum Wage Compliance (Hourly Employees)

Overtime Rate Calculation Verification

Benefit Plan Types Offered (e.g., Medical, Dental, Vision)

Last Benefits Audit Date

Employee Contribution Percentage (401k)

Summary of Benefit Plan Document Updates (Last Year)

Compliance with ACA Reporting Requirements

Payroll Tax Forms (e.g., W-2s, 941s)

Employee Relations

5 of 10

Assessing handling of employee grievances, conflict resolution, and disciplinary actions.

Date of Incident/Complaint

Description of Employee Relations Issue

Type of Issue

Employee(s) Involved (Name(s))

Investigation Notes (if applicable)

Number of Witnesses (if any)

Actions Taken (Select all that apply)

HR Representative Signature

Training & Development

6 of 10

Verifying compliance and effectiveness of training programs.

Last Training Program Review Date

Training Delivery Method (Primary)

Types of Training Offered

Average Employee Training Hours Per Year

Summary of Recent Training Program Updates

Attach Training Program Documentation (e.g., curriculum, evaluations)

Data Privacy & Security

7 of 10

Confirming protection of employee data and adherence to privacy regulations.

Data Encryption Method

Last Data Privacy Training Date

Number of Employee Records Stored

Third-Party Data Processor Agreements?

Summary of Data Breach Response Plan

Types of Personal Data Processed

Compliance with GDPR/CCPA?

Record Keeping & Documentation

8 of 10

Reviewing accuracy and completeness of employee records.

Last Record Retention Policy Review Date

Number of Active Employee Files

Employee File Storage Method

Summary of Record Retention Schedule

Last Audit of I-9 Forms

Sample Employee File (Redacted)

Equal Opportunity & Diversity

9 of 10

Ensuring fair and equitable employment practices.

Does your company have a documented Equal Opportunity Policy?

Which protected characteristics are explicitly addressed in your Equal Opportunity Policy?

Date of last review of Equal Opportunity Policy

Number of discrimination complaints received in the last year

Briefly describe the steps taken to ensure accessibility for employees with disabilities.

Does your company conduct diversity and inclusion training for employees?

Upload copy of Diversity & Inclusion Training Materials

Termination & Offboarding

10 of 10

Assessing compliance and procedures related to employee departures.

Employee Termination Date

Reason for Termination (Detailed Explanation)

Termination Type

Final Paycheck Amount

Termination Documentation (e.g., Agreement, Notice)

Outstanding Items to Address

Exit Interview Date (if applicable)

HR Representative Signature

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