Posts tagged "Checklist"

Employee Termination Clearance Form

I have attached Employee Termination Clearance Form in Excel Format.

SEPARATION CLEARANCE CHECKLIST
Employee Name Employee Code:
Department
Review and Complete this checklist and return to you supervisor or Department Head Employee
Initials & Date
Authorized Rep
Initials & Date
1 Access/ ID Card? Yes Not Applicable
2 Office Keys (e.g. desk, drawers, filling cabinets etc) Yes Not Applicable
3 Office Equipments (e.g. computer/ laptop, calculator etc) Yes Not Applicable
4 Mobile? SIM card? Mobile Charger? Yes Not Applicable
5 Vehicles/ Transport Equipments? Yes Not Applicable
6 Tools? Yes Not Applicable
7 Uniform? Yes Not Applicable
8 Library/ Bookstore Materials? Yes Not Applicable
9 Manuals and books? Yes Not Applicable
10 Visiting Cards? Yes Not Applicable
11 Corporate credit card? Yes Not Applicable
Have you also
1 Given your Forwarding Address to HR department for correspondence? Yes Not Applicable
2 Handed over all the details of the account/ work you were handling to your Supervisor? Yes Not Applicable
3 Submitted your income tax related papers? Yes Not Applicable
4 Attended your exit interview to offer confidential comments? Yes Not Applicable
Have You? (Supervisor/ Department Representative and HR Representative) Authorized Rep
Initials & Date
HR Rep
Initials & Date
1 Review departing employee’s work assignment and collect any applicable confidential and work-related information or materials? Yes Not Applicable
2 Terminated individual’s email id / rights to access IT systems? Yes Not Applicable
3 Terminated the mobile number and destroyed the SIM card? Yes Not Applicable
4 Terminate the individual’s signature authority on bank accounts? Yes Not Applicable
5 Collected from the individual all assets listed on Asset Tracking Form? Yes Not Applicable
6 Wage-in-kind adjustment accounted for? Yes Not Applicable
7 Forwarded materials as appropriate to HR? Yes Not Applicable
8 Cancelled any training scheduled but not yet incurred? Yes Not Applicable
9 Cancelled any travel scheduled but not yet incurred? Yes Not Applicable
10 Submitted appropriate seperation action(s) thorugh HR system prior to the payroll cutoff deadline for the final pay date? Yes Not Applicable
11 Set up an Exit Interview for the individual with HR? Yes Not Applicable
12 Credit Card- Check pending expenses for clearance if any- return the card to Accounts? Yes Not Applicable
13 Forwarded Manpower Requisition form and discussed with HR for continuation of business/ project? Yes Not Applicable
14 Details of any recoveries to be made for training? Yes Not Applicable
HEAD OF THE DEPARTMENT
My Signature certifies that all seperation requirements for the individual have been satisfied.
Name & Designation Signature Date
To: HR Information Management
FOR HR USE ONLY
Employee date of joining:
Employee date of resignation:
Employee date of leaving:
Exit Interview Conducted on:
Salary released on:
Certificate released on:
Remarks:
Name & Designation Signature Date

 

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Posted by Hrformats - September 13, 2012 at 4:19 AM

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Employee Separation Clearance Checklist in Word

I have attached employee separation clearance checklist in word format.

SEPARATION CLEARANCE

CHECKLIST

 

Employee Name  PN[ Employee Ticket No.]
Department 

 

HAVE YOU reviewed & completed the Asset Tracking Form and returned to your Supervisor or Department Rep: Employee Initials & Date Authorized RepInitials & Date
All Keys? q Yes        q Not applicable
ID Card? q Yes        q Not applicable
Account Codes & Passes? q Yes        q Not applicable
Computer/ Info Tech Equipment? q Yes        q Not applicable
Telecommunications Equipment? Mobile? SIM card Telephone? S q Yes        q Not applicable
Vehicles / Transport Equipment? q Yes        q Not applicable
Parking Pass (to Transportation Dept)? q Yes        q Not applicable
Library / Bookstore Materials? q Yes        q Not applicable
Other Equipment & Materials? q Yes        q Not applicable
Timesheets & Leave Reports? q Yes        q Not applicable
Travel Expense Receipts & Reports? q Yes        q Not applicable
Phone / Fax Or Other Usage Logs? q Yes        q Not applicable

HAVE YOU ALSO

Given your Forwarding Address to your HR/Payroll Rep – so you will receive your annual W-2 income tax forms, etc.?  

q Yes        q Not applicable

If engaged in research as part of your job, contacted Research Administration to review research agreements, patents, intellectual property agreements, etc.?  

q Yes        q Not applicable

If working in a lab environment, contacted Environmental Health & Safety regarding the handling of controlled materials such chemicals, lasers, radiation, biohazards?  

q Yes        q Not applicable

Attended your exit interview – for info about benefits- continuation after separation (if applicable) and to offer confidential comments?  

q Yes        q Not applicable

Do you want to donate your excess annual leave (beyond the max 240 hours payout) to a specific person currently on the Shared Leave Program? q Yes (Contact HR for info)

 

q No

HR Separation Clearance Form:  04/26/05

BACK PAGE completed by Supervisor, HR/Payroll Rep, & Dept Head à


SEPARATION CLEARANCE

CHECKLIST, page 2

 

Employee Name  Campus ID
Home Department 

 

SUPERVISOR   and/or   HR / PAYROLL REP: 

 HAVE YOU: Authorized RepInitials & Date
Terminated the individual’s long distance access codes? q Yes        q Not applicable
Terminated the individual’s access rights to all  IT Systems? q Yes        q Not applicable
Terminated the individual’s signature authority on bank accounts (such as Foundation accounts) q Yes        q Not applicable
Collected from the individual all assets listed on Asset Tracking Form? q Yes        q Not applicable
Wage-in-kind adjustments accounted for? q Yes        q Not applicable
Forwarded materials as appropriate to HR? q Yes        q Not applicable
Cancelled any training scheduled but not yet incurred? q Yes        q Not applicable
Cancelled any travel scheduled but not yet incurred? q Yes        q Not applicable
Submitted appropriate separation action(s) through HR System prior to the payroll cutoff deadline for the final pay date? q Yes        q Not applicable
Set up an Exit Interview for the individual with

— HR Employee Relations

 

q Yes        q Not applicable
Credit Card – Check pending expenses for clearance if any – Return the card to Accounts(?)
Put a “tickler” on your calendar for 1 month after the termination date to verify that all payroll transactions have cleared, and to terminate individual from the Leave System.

 

q Yes        q Not applicable

 

DEPARTMENT HEAD / DIRECTOR:

               My signature certifies that all separation requirements for the individual have been satisfied.

Dept Head/ Director SIGNATURE

Dept Head/Director Name, Printed Date
    

 

A copy of this completed form should be submitted for the individual’s permanent Personnel File

 

TO:                   HR Information Management         

 

HR Use ONLY

  

 

 

 

 

 

 

Click Here To Download Seprance Clearance Checklist

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Posted by Hrformats - September 13, 2012 at 4:16 AM

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Recruitment & Joining Checklist

Find attached a recruitment & joining checklist. Kindly go through it and let me know if anything else can be added to it during the recruitment & joining of a candidate.


HUMAN RESOURCE DEPARTMENT

RECRUITMENT AND JOINING -CHECKLIST

NAME :                                                                                                       LEVEL / GRADE:
BU / DEPT  :                                                                                               LOCATION :
DATE OF JOINING :                                                                                REPORTING TO :
S.L PROCESS  Y/N COMMENTS
1 MANPOWER REQUISITION FORM
2 INTERNAL MOBILITY POLICY( POSITION ON MAIL )
3 SPEAK TO CONSULTANTS
1- DESIGNATION
2 – CTC
3- PLACE OF POSTING
4- JOB PROFILE / JOB DESCRIPTION
5- CHECK IF INTERVIEWED EARLIER BY THE ORGANISATION
4 INTERVIEW
1- CV
2- INTERVIEW ASSESMENT FORM
3- WRITTEN TEST / GD
5 COMPANY APPLICATION FORM FOR EMPLOYMENT                                                            ( COMMENT OF HR & INTERVIEW PANEL )
DOCUMENTS TO BE SUBMITED :                                                                                          ( BY THE CANDIDATE IN CASE SHORTLISTED / FINALISED )
1- CURRENT CV
2- PREVIOUS COMPANY APPOINTMENT LETTERS
3- RECENT SALARY SLIP
4- ALL EDUCATIONAL CERTIFICATES
5- PHOTOS (PASSPORT SIZE) 4 NOS.
6- PHOTO IDENTITY / RESIDENTIAL PROOF                                                                        (OUTSTATION CANDIDATE)
6 REFERENCE CHECK
7 CV SENT FOR INVESTIGATION
8 SALARY FITTMENT ( SENT TO THE CANDIDATE FOR APPROVAL )
9 OFFER LETTER ISSUED
DATE OF JOINING ( CHECKED WITH THE CANDIDATE )
10 MEDICAL CHECKUP ( REPORT FILED IN PERSONAL FILE )
11 DUTY JOINING REPORT, SIGNED OFFER LETTER &  INVESTIGATION COPY                                                                                                               ( TO BE FILED IN THR PERSONAL FILE OF THE EMPLOYEE )
DUTY JOINING REPORT ( TO BE FILLED / SUBMITTED BY THE JOINEE ):
1- DUTY JOINING FORM
2- FORM 11
3- FORM 2 ( NOMINATION AND DECLARATION FORM FOR EPF &EPS )
4- FORM 13 ( APPLICATION FOR TRANSFER OF EPF )
5- FORM F ( NOMINATION FOR GRATUITY )
6- DEATH RELIEF SCHEME ENROLMENT FORM
7- GROUP HEALTH INSURANCE SCHEME
8- APPLICATION FOR MEDICLAIM ID CARDS
9- FORM FOR EMPLOYEE ID CARD
10- ACCEPTED RESIGNATION COPY / RELIEVING LETTER
11- REQUISITION FORM FOR E-MAIL ID
12- CHECK / OPEN  SALARY BANK ACCOUNT
13- ESI
14- PAN NO.
12 JOINING OF CANDIDATE
1- WELCOME NOTE ( EMAIL )
2- INDUCTION SCHEDULE ( A 15/30 DAY SCHEDULE )
3- ARRANGE OPENING UP OF SALARY BANK ACCOUNT
4- EMPLOYEE ID CARD
5- INDUCTION MANUAL / INFORMATION HANDBOOK
13 RELIEVING LETTER OF PREVIOUS COMPANY
14 APPOINTMENT LETTER ISSUED
15 ENTRY IN HR PROFILE / REGISTER
16 CONTACT NO. UPDATED IN COMMUNICATION LIST
17 UPDATE EMPLOYEE DETAILS  IN HR PROFILE / ATTENDANCE REGISTER
18 CONSULTANT REIMBURSEMENT:

 

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Posted by Hrformats - August 28, 2012 at 5:17 AM

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Brief Check list of Labour Law

Please go through attached Labour Law checklist.

 

Download Brief Check list of Labour Law

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Posted by Hrformats - July 27, 2012 at 6:51 AM

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Checklist for Statutory Compliance

Attached herewith checklist of statutory compliances with dates and links to particular acts.

DATE Month Act NAME OF THE STATUTORY RETURN & FORM
Jan Feb Mar Apr May June July Aug Sep Oct Nov Dec
By 1st ok Minimum Wages Act FORM III RULE 21 (4A)-ANNUAL RETURN to be sent to INSPECTOR UNDER THE AREA CONCERNED
By 1st ok Payment of wage act FORM IV,V RULE 18, VII, VIII RULE 16 -ANNUAL RETURN to be sent to CONCERNED LABOUR/REGIONAL COMMISSIONER
By 8th ok ok ok ok ok ok ok ok ok ok ok ok ESIC  Preparation of Statement and giving to the A/C
By 8th ok ok ok ok ok ok ok ok ok ok ok ok P.F.  Preparation of Statement and giving to the A/C
Before 12th ok ok ESIC FORM 6 SEC. 44, REGULATION 26- ESIC Half Yearly return-SUMMARY OF CONTRIBUTION IN QUADRUPLICATE ALONGWITH CHALLANS MONTHLY RETURN WITH CHEQUE to be sent to CONCERNED LOCAL OFFICE OR SCHEDULED BANK
Before 15th ok ok ok ok ok ok ok ok ok ok ok ok P.F. Remittance of PF/FPF
Before 15th ok Factory Act, 1948 Form 21 ( Annual Return) to be sent to CHIEF INSPECTOR OF FACTORIES
Before 15th ok Factory Act, 1948 FORM-22 Half Yearly Return to be sent to CONCERNED DIRECTOR/INSPECTOR
By 15th ok ok THE APPRENTICESHIP ACT, 1961 FORM APP-2-Report in respect of Trade apprentices receiving training in the establishment to be sent to CONCERNED REGIONAL DIRECTOR/ADVISOR and DY. APPRENTICESHIP ADVISOR respectively
By 15th ok ok THE APPRENTICESHIP ACT, 1961 FORM APP-3-giving particulars of trade apprentices who satisfy the minimum conditions of eligibility to appear in the trade test in March or September to be sent to CONCERNED REGIONAL DIRECTOR/ADVISOR and DY. APPRENTICESHIP ADVISOR respectively
By 15th ok Contract Labour Act FORM XXV RULE 82(2) ANNUAL RETURN BY PRINCIPAL EMPLOYER to be sent to CONCERNED REGISTERING OFFICER
By 15th ok ok ok ok Employment Exchange Act FORM ER-1 -QUARTERLY RETURN FOR QUARTER ENDED 31ST DEC. PREVIOUS YEAR,31st March,31st June & 30th September to be sent to LOCAL EMPLOYMENT EXCHANGE or concerned employment officer
By 15th ok ok ok ok ok ok ok ok ok ok ok ok P.F. Preparation of challans & submit to Bank with Cheque,
By 15th ok ok ESIC Reconciliation for half yearly
By 15th ok ok ok ok ok ok ok ok ok ok ok ok ESIC Posting in FORM-7 Register and reconciliation thereof
By 20th ok ok ok ok ok ok ok ok ok ok ok ok P.F. To collect challans from Bank
Before 21st ok ok ok ok ok ok ok ok ok ok ok ok ESIC Remittance of Contributions
Before 21st ok Maternity Benefit Act Form L,M, N,O -ANNUAL RETURN & DETAILS OF PAYMENT ENDING 31 DEC. to be sent to COMPETENT AUTHORITY UNDER THE ACT
By 21st ok ok ok ok ok ok ok ok ok ok ok ok ESIC Preparation of challans & submission to Bank with Cheque
Before 25th   ok ok ok ok ok ok ok ok ok ok ok ok P.F. Form 5–Return of new employees (Addition),
form 10 –Return of member left (Deletion),
FORM-12A Statement of contributions,
FORM-11 Checking,Procesing & filing (Balance sheet)
FORM-2 Checking,Processing & a copy to be submitted alongwith monthly return
By 25th   ok Annual FORM A-list of holiday to be sent to CONCERNED INSPECTOR in the labour department
By 25th   ok Annual NOC from fire office
By 25th   ok P.F. FORM-3A Individual contribution card & FORM-6A Summary of Form 3-A-(Annual return) to be sent to CONCERNED REGIONAL OFFICE
By 25th   ok ok ok ok ok ok ok ok ok ok ok ok P.F. Entry in the P.F ledger
Before 30th   ok ok Contract Labour Act FORM XXIV {RULE 82(1)}HALF YEARLY RETURN BY CONTRACTOR (IN DUPLICATE) to be sent to CONCERNED LICENCING AUTHORITY or CONCERNED INSPECTOR
Before 30th   ok Employment Exchange Act Form ER-2 in every 2 years
Before 30th   ok Factory Act, 1948 Form 2 Renewal fees
Before 30th   ok Payment of Bonus Act Form A, B,C
By 30th ok Payment of Bonus Act FORM D RULE 5-ANNUAL RETURN  -to be sent to CONCERNED INSPECTOR UNDER THE ACT
By 30th ok ESIC FORM-6 Return of Contributions
Before 31st ok ESIC FORM 01A (ESI REGULATION 10 C) ANNUAL INFORMATION ABOUT FACTORY COVERED UNDER THE ACT to be sent to REGIONAL OFFICE
Before 31st ok Contract Labour Act FORM VII RULE 29 (2) STATE RULE -APPLICATION FOR RENEWAL OF LICENCE LICENCE RENEWAL FEE to be sent to CONCERNED INSPECTOR
Before 31st ok Welfare Fund Act Deposit in Fund A/c
By 31st ok Factory Act, 1948 FORM-31 Accident Annual Return (FORM-21 Annual Return)
By 31st ok ESIC FORM-6 Return of Contributions
ok ok ok ok ok ok ok ok ok ok ok ok Monthly Statutory Register Daily / End of the month
FORM-13A/13 Transfer of PF Account-After receiving from the members-as & when require P.F.
Eligibility Register Updating,Allotment  of P.F. Nos.-As & when new employee join-As & when required P.F.
PF Inspection Book-To keep ready for the Inspection P.F.
FORM-17 -Register of employees contribution ESIC
Accident register
Inspection book
FORM-1 Declaration Form, FORM-3 Return of Declaration Form-With in 10 days from the date of appointment-As & when required ESIC
FORM-16 Accident Report-With in 24Hrs.-As & when required ESIC
Insurance Nos. to be obtained from the Local Office for the new employees-As & when required ESIC
FORM-2 Notice of occupation-Within 30days from the date of Expiry-Yearly Factory Act, 1948
FORM-18 Notice of Accident-Within 48 Hrs.-as & when required Factory Act, 1948
FORM-18 A Notice of serious AccidentsWithin 4 Hrs.-as & when required Factory Act, 1948
FORM-2A Change of Manager -Within 7 days of the new manager taking  charge-as & when required Factory Act, 1948
FORM-8 Test of pressure Vessal-Half Yearly Factory Act, 1948
FORM-7 Record of white washing-as & when required Factory Act, 1948
FORM-37 Report of examination of Hoist and lift-Half Yearly Factory Act, 1948
Amendment of Licenses & when required Factory Act, 1948
FORM-12-Register of Adult workers
FORM-15-Register of leave with wages-Yearly
FORM 26-Accident register with forms-Monthly
FORM 25-Muster roll & wage register-Daily
FORM 35-Inspection book-as & when required
FORM 9-Register of compensatory holidays & overtime
FORM 10-Muster roll for exempted workers
Factory Act, 1948 Register to be maintained
Form-11 Notice to be checked
List of holidays Notice to be checked
Abstract of the Act Notice to be checked
Name &Adress of FI, LO,LI,& DLC Notice to be checked
Register in FORM XIII Contract Labour Act
Register of wages, fines (form B), deduction for damages or losses & advance, notice of :-abstract,rate of wages,  date of payment of wages-monthly maintainance, monthly checking payment of wage act
Notice to be displayed:-rate of minimum wages, abstract of the act, name & address of the inspector, weekly holiday, working hours, time & payment of wages Minimum Wages Act
FORM-D register Equal remuneration act
industrial employment standing orders act
child labour (P&R) Act
workmen compensation act
inter state migrant workment act
professional tax act
labour welfare fund
 
payment of grutuity act
THE INCOME TAX ACT
THE (State) SHOPS AND INDUSTRIAL ESTABLISHMENT ACT.
trade union act
industrial dispute Act
company law
foreign exchange management act
THE (State) GENERAL SALES TAX ACT
national & festival holiday
THE CENTRAL SALES TAX ACT
CENTRAL EXCISE TARIFFS AND MANUALS.
THE INDUSTRIES DEVELOPMENT & REGISTRATION ACT
THE STANDARD OF WEIGHTS & MEASUREMENTS ACT

 

Click Here To Download Checklist of Statutory Compliances

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Posted by Hrformats - June 18, 2012 at 5:08 AM

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House Keeping Checklist Format

I have Attached House Keeping Checklist Format

area of the place : toilet             checklist – daily      23.08.2011 to   01 .09.2011
ACTIVITY – HOUSE KEEPING
Mirrors Wash Basin Tap Soap Toilet Roll Garbage Bin Mopping Fragrance Ball Supervisor Sign
Time / Date (A)8.00            (B)10.00             (C)12.00                 (D)2.00                (E)4.00                       (F)6.00
23.08.11 A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F
24.08.11
25.08.11
26.08.11
27.08.11
28.08.11
29.08.11
30.08.11
31.08.11
01.09.11
Signature Executive – HR :

 

Click Here To Download House Keeping Checklist Format

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Posted by Hrformats - May 25, 2012 at 9:32 AM

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House Keeping Checklist Format

I Have attached the format House Keeping Checklist Format

area of the place : toilet             checklist – daily      23.08.2011 to   01 .09.2011
ACTIVITY – HOUSE KEEPING
Mirrors Wash Basin Tap Soap Toilet Roll Garbage Bin Mopping Fragrance Ball Supervisor Sign
Time / Date (A)8.00            (B)10.00             (C)12.00                 (D)2.00                (E)4.00                       (F)6.00
23.08.11 A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F A    B    C    D    E    F
24.08.11
25.08.11
26.08.11
27.08.11
28.08.11
29.08.11
30.08.11
31.08.11
01.09.11
Signature Executive – HR :

 

Click Here To Download House-Keeping-Checklist-Format

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Posted by Hrformats - December 28, 2011 at 12:28 PM

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Excise Checklist

Kindly find the attached file.

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Posted by Hrformats - September 9, 2011 at 10:43 AM

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Pre-Employment Checklist

Pre-Employment Checklist

 

Date: _

 

Applicant: _

 

Position: _

 

References Requested:                 Date Received:

_                                     _

 

Interviewed By:                       Approved By:

_                                     _

 

Education verified: _____________________________

Licensure of certification verified: ____________________

Bonding Company approval: ________________

Starting Salary $_____________________

Fringe Benefits [list]: ______________

Effective starting date: __________________________

Click Here To Download Pre-Employment Checklist

 

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Posted by Hrformats - August 2, 2011 at 10:33 AM

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Seiton Audit Checklist

Seiton Audit Checklist

S2=Seiton=Systematize=Keep in good order

This checklist include questions as follows:

1. Are access roads, storage areas, working places and equipment’s surroundings clearly defined?

2. It is understandable what is the usefulness of all the pipes, cables? Are these easy to be identified?

3. Are the tools/devices/instruments properly organized în two categories: “regular” and “special destination”?

4. Are all containers, recipients, pallets and NTMs stored in an appropriate manner?

5. Is there anything too close to fire extinguisher?

6. Does the floor have any cracks, drops or variation în level?

7. Are shelves and other storage areas marked with location indicators and addresses?

8. Do the shelves have signboards showing which items go where?

9. Are the maximum and minimum allowable quantities indicated?

10. Are white lines or other markers used to clearly indicate walkways and storage areas?

Click Here To Download Seiton Audit Checklist

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Posted by Hrformats - July 27, 2011 at 6:20 AM

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