HR Management Checklist, Step by Step for 2027

A 104-point checklist that follows the employee lifecycle, from planning a role to the day someone leaves, so no step is missed and you know where to check the law.

Who it's for

Owners, managers and anyone who hires or looks after people in a UK organisation without a large HR team. Run the whole list when you set up your HR practices and once a year as a health check, or go to the section you need: Section 2 before you advertise, Section 3 before an offer, Section 9 before any disciplinary meeting.

What you'll learn

• Plan a hire: the business need, the full cost, a job description and person specification, employment status and how you will assess each criterion
• Attract and select fairly in line with the Equality Act: inclusive adverts, reasonable adjustments, the same core questions and independent scoring
• Make the offer and contract: conditional offers, right-to-work checks, references, the written statement of employment particulars and pension duties
• Prepare for day one and manage onboarding and probation with a buddy, 90-day objectives and recorded reviews
• Keep records, policies and HR data in order, with privacy notices, retention periods and written disciplinary and grievance procedures
• Support wellbeing, absence and leave: return-to-work conversations, reasonable adjustments, family leave, flexible working requests and stress risk assessments
• Handle conduct, discipline, grievances and leavers following the ACAS Code of Practice, from investigation and appeal to final pay, the P45 and a fair redundancy process

What's inside

• 28 pages, 10 sections · 104 checkpoints
• Each section opens with a short introduction; every point has a tick box, one to three sentences on why it matters and how to do it and, where it helps, a one-line example from one of four fictional UK organisations, from a 15-person agency to a care provider with 120 employees
• General guidance, not legal advice: the checklist quotes no rates, thresholds or deadlines, because employment law is changing in stages, and tells you where to check (gov.uk, ACAS, HMRC, HSE, the ICO and The Pensions Regulator)
• The checklist at a glance: all 104 points on two pages to print and tick
• PDF in A4 format — read on screen or print
• Instant download after purchase

Contents

1. Plan the Role and the Hire
2. Attract and Select Fairly
3. Make the Offer and the Contract
4. Prepare for Day One
5. Onboard and Manage Probation
6. Keep Records, Policies and Data in Order
7. Manage Performance, Development and Pay
8. Support Wellbeing, Absence and Leave
9. Handle Conduct, Discipline and Grievances
10. Manage Leavers and Offboarding

Part of The Ultimate Business Bundle

This checklist is one of the 73 products in The Ultimate Business Bundle — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).