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01

Employment Relations and Holidays Act Checklist

Check your existing systems comply with the law, and that your managers and team members understand the changes

02

Employee Personal File Checklist

Check that relevant documents are in place on an employee's file

03

Employee Personal File Tabs  

Organise each employee's personal file

04

Team Member Handbook

Create your own guide with key information for new / existing team members about your policies and expectations of team members

Recruitment

05

Position Analysis Form  

Analyse what is involved in a position - this will help in developing the position description

06

Position Description Form

Create a position description, which lists skills, experience and other requirements

07

Reference Check Form

Record details of your reference checks when recruiting

08

Offer of Employment Letter

Formally advise the successful applicant of the offer of employment and start date

09

Unsuccessful Applicant Letter

Advise other applicants that they have been unsuccessful in their application for a position

Induction

10

Pre-Induction Checklist

Make sure all the necessary items and equipment are in place before the new team member starts

11

Induction Itinerary and Checklists

Plan itinerary for the initial day(s) and check that relevant tasks have been completed as part of the employee's induction

12

New Team Member Form

Record team member's contact details, bank details, etc

13

Team Member Change of Details Form

Record changes to team member's details 

14

KiwiSaver - Formal Acknowledgement Form

Record team member's decision to opt in or opt out of KiwiSaver

15

KiwiSaver Employee Information Summary Form

Record team member's decisions to opt in or out of KiwiSaver and any employee contributions made

16

KiwiSaver - Letter Confirming Continuation  

Confirm to team member they have opted to continue KiwiSaver

17

KiwiSaver - Letter Confirming Opt Out

Confirm to team member that they have opted out of KiwiSaver

Trial/Probation

18

Trial and Probation Guide

Provide key information to you about trial and probation periods

19

Review Form - Week 4

Review team member's performance at the 4 week point

20

Review Form - Week 8

Review team member's performance at the 8 week point

21

Review Form - Week 12

Review team member's performance at the 12 week point prior to confirmation or termination

22

Employment - Letter Confirming Position

Confirm appointment upon successful completion of probationary period

Remuneration

23

Salary Review Form

Record outcome of salary review and details of increase if relevant

24

Salary Document of Variation Form

Record change in remuneration paid to team member

25

Remuneration Benefits

Record benefits such as health insurance, vehicle, commission and pension paid to team member

26

Employee Expense Reimbursement Claim

Claim expense reimbursement

Employment History and Skills Record

27

Employment History with Current Firm

Record team member's employment history with current firm

28

Employment History Prior to Current Firm

Record team member's employment history prior to them joining current firm

29

Skills and Qualifications Record

Record employees skills and qualifications

Training and Development

30

Training and Seminars Planner

Plan training and seminars for team using a calendar

31

Training Record

Record training attended by individual team members

32

Course Request form

Request a training course or seminar for a team member or a team

33

Course Review form

Record individual's comments on course or seminar attended

Career Development / Performance Appraisal

34

Career Development Form

Complete (by team members and reviewers) as part of performance appraisal / career development

35

Career Development - Supervisor Evaluation of Team Member

Complete (by supervisors) prior to career development / performance review

36

Career Development Action Form

Record action items determined during the career development process

37

Career Development Review Salary Letter

Confirm salary increase as a result of career development / performance management review

Leave and Sick Leave

38

Annual Leave Planner

Plan annual leave for team using a calendar

39

Application for Leave

Apply for any leave (annual, sick, bereavement, etc)

40

Holidays Cash Up Request

Request to cash up annual holidays

41

Transfer of Public Holidays Request

Request and agree a transfer of a public holiday

42

Absence and Lateness Record

Record a team member's sick leave and lateness and deductions from pay (if applicable)

Grievance

43

Grievance Form

Record a grievance and the agreed solution

Resignation and Termination

44

Acceptance of Resignation letter

Advise team member of formal acceptance of their resignation

45

Termination of Employment letter

Confirm termination of employment, listing the reasons

46

Employee Leaving Checklist

Check that items are returned, paperwork is provided and security changes are considered

Other

47

Response to request for union access to the workplace

Formally respond to a request from a union to gain access to the workplace