Process+
HR Process Guides You Can Trust
Select the process guide you need
Select a process
Headcount forecasting
Org structure design
Workforce gap analysis
Succession planning
Job leveling & career pathing
Pay equity audits
Labor cost budgeting
Strategic HR planning
HR technology stack evaluation
AI readiness assessment
Job analysis & description creation
Salary benchmarking for new roles
Job requisition approval workflow
Posting jobs on internal/external boards
Candidate sourcing & pipeline building
Applicant screening & ATS review
Interview coordination
Interview panel training
Interview scorecard creation
Candidate debrief & decision-making
Reference checks
Background checks
Drafting and sending offer letters
Offer negotiation
New hire onboarding planning
Preboarding setup (email, hardware, tools)
New hire paperwork collection
I-9 verification and E-Verify
Benefits enrollment
Orientation planning
First-day communication
Policy reviews and handbook acknowledgement
Org chart and team intro
Onboarding feedback surveys
30-60-90 day check-ins
Employment law monitoring (federal/state)
Employee classification (exempt vs. nonexempt, contractor vs. employee)
Handbook & policy updates
Workplace posters compliance
OSHA reporting
FMLA / ADA coordination
I-9 and EEO-1 audits
Pay transparency compliance
Meal and rest break tracking (where required)
Anti-discrimination training rollout
Workplace violence prevention (e.g., CA SB 553)
HIPAA/privacy compliance (if applicable)
Market compensation benchmarking
Job leveling and pay band creation
Annual compensation review & planning
Bonus/commission tracking and payouts
Equity plan administration
Open enrollment administration
Benefits vendor management
Employee education sessions on benefits
Total compensation statements
ACA reporting (1095-C, 1094-C)
COBRA administration
Wage deduction authorization tracking
Goal-setting framework implementation (e.g., OKRs)
Probationary period check-ins
Mid-year and annual review cycles
Self and manager evaluations
Performance rating calibration
One-on-one scheduling and agenda setting
Feedback delivery training
Underperformance documentation
PIP (Performance Improvement Plan) creation & follow-up
Promotion or role change tracking
Employee complaint intake and investigation
Mediation or conflict resolution
Harassment/discrimination investigations
Documentation of verbal/written warnings
Conducting witness interviews
Consulting legal counsel when needed
Disciplinary action decision-making
Termination documentation and risk mitigation
Culture health checks
Stay interviews
Retention strategy planning
Tracking and administering FMLA
ADA accommodation process
Short/long-term disability coordination
Paid family leave documentation
Parental leave planning
Military leave tracking
Leave calendars and return-to-work planning
Sick time, vacation, and PTO tracking
Jury duty and bereavement leave policies
Needs assessments
New manager training programs
DEI education initiatives
Compliance training rollout (e.g., harassment, cybersecurity)
Creating internal learning paths
Launching an LMS (Learning Management System)
Tracking completions and certifications
Coaching programs or peer mentoring
Career pathing and upskilling plans
External training reimbursement management
Employee surveys (pulse, engagement, DEI)
Survey analysis and action planning
Recognition and rewards program design
Internal communication planning
Culture playbook or values codification
Offsite and team event planning
ERG (Employee Resource Group) support
DEI strategy implementation
Hybrid/remote work policy enforcement
Wellness program planning
Voluntary resignation workflow
Involuntary termination planning
Layoff/WARN compliance
Final paycheck & unused PTO calculation
COBRA notice delivery
Exit interview scheduling & feedback
Systems and equipment deactivation
Reference requests
Post-termination claim response (e.g., unemployment)
Separation agreements and risk mitigation
Headcount reporting
Turnover metrics
Diversity metrics
Compensation analytics
Performance calibration data
Exit interview data aggregation
Training completion reports
Employee Net Promoter Score (eNPS)
Workforce demographics
HR dashboard updates
Maintaining employee files (digital and/or physical)
Document retention and purging
HRIS data entry and audits
Updating organizational charts
Responding to verification of employment (VOE)
Supporting payroll processing with required updates
Scheduling internal HR meetings or reviews
Tracking certifications, licenses, or other deadlines
Managing service anniversaries or key dates
Vendor management (HR tech, benefits, legal)
Optional: Select your state (For state-specific advice)
Select a state
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
⚡
Process Guide Loading...
📋
💾