HR toolkit · Checklists
HR checklists that nothing slips past
Joining, leaving and month-end payroll, with the PF, ESI and TDS steps Indian HR teams can’t miss. Tick as you go, or print them for the file.
- checklists
- 3checklists
- steps in all
- 56steps in all
- or tick online
- Printor tick online
A starting point, not legal advice. Have your adviser check it against your appointment terms, standing orders and the laws that apply to you.
Pick one
Three checklists for the busiest moments
- New joiner checklistEverything to do for a new employee in India, before day one, on day one and in the first weeks, including PF, ESI and tax.21 steps · Before and after day oneStart
- Employee exit checklistResignation to full & final settlement in India: notice period, handover, assets, leave encashment, gratuity, PF and ESI exit, letters.19 steps · From notice to F&FStart
- Month-end payroll checklistClose payroll every month without misses: attendance, inputs, review, approval, payslips, bank file, and PF, ESI, TDS, PT and LWF.16 steps · Every monthStart
How to use
How the checklists work
- 1
Open a checklist
Each one is split into stages, from before the first day to after the exit.
- 2
Tick as you go
Your progress is saved in this browser, so you can come back to it.
- 3
Print for the file
Print a copy for the employee’s file or to hand to a colleague.
Or let WeHR do it
Checklists that tick themselves
In WeHR, joiner and exit checklists update as documents arrive, registrations are done and settlements are paid.
- One checklist per joiner and per leaver
- Add your own steps, switch off the ones you don’t need
- Each person’s progress is on their record
- Exit ends with the full & final settlement in payroll