Professional Documents
Culture Documents
HR Assessment Tool-Sample
HR Assessment Tool-Sample
ASSESSMENT
Company Name
Executive Contact
Address
HR Contact
Phone
Fax
Date of Assessment
Auditor
DESCRIPTION OF
ORGANIZATION
# of Employees
# of Management Staff
# of Locations
(addresses)
BUSINESS and/or
STRATEGIC PLAN
(MISSION, ETC.)
If you have a plan is it
written or informal? How
was it developed? How
is it used on a day-today basis
What timeframe does it
cover?
COMMUNICATION
EMPLOYMENT PROCESS
Describe your normal
recruiting process for
me.
Do you allow applicants
to put SEE RESUME on
their application?
Are all employees
required to complete an
employment application
When was your
application last revised?
By whom?
How long do you retain
applications?
If retained, how are they
stored? Do they include
reference checks,
interview notes, etc.
Do you accept resumes
at any time or only when
openings are available?
RECRUITING
Who approves new hires
(additions to staff and/or
replacements)?
NEW EMPLOYEE
ORIENTATION
Is there a formal process
and is it documented?
Is it customized to the
organization?
When was the last time it
was updated?
Do all employees
participate?
Is it a single occurrence
or more than one
phase?
Are job descriptions &
performance appraisal
forms parts of the
Crawford Consulting Group, Inc., 2010
process?
Who is responsible?
INDEPENDENT
CONTRACTORS
Do you have
independent
contractors doing
something similar to
what your other
employees do? (MIS staff,
but also have an Independent
Contractor that is an MIS person)
10
11
EMPLOYEE HANDBOOK
12
On a scale of 1 to 10,
how happy are you with
your current handbook?
SUPERVISORS
HANDBOOK
Does the organization
have a Supervisors
Handbook?
If yes, when was it last
revised and by whom?
HR POLICY MANUAL
YES
NO
13
14
Do employees receive a
review following or
during their introductory
period?
Do you believe your
evaluations are
objective and do they
reap the desired results?
Does your system
evaluate the specific
behaviors your
organization needs to
be successful?
Are appraisals
completed on time?
How and where are
appraisals retained?
Has the organization
ever analyzed it rating
experience? (i.e., are all
employees rated similarly
regardless of performance )
15
16
17
18
19
STD
General description
of coverage
Vision
General description
of coverage
Does the organization
offer a Profit Sharing
and/or Pension plan? If
profit sharing, what are
contributions based on?
Does the organization
offer a 40l(k) plan?
If yes, does the plan
include an employer
match?
Does the organization
offer a Section 125 plan?
Does it include
reimbursement for day
care?
Is it a Premium Only
plan?
Does it include an
account for
unreimbursed medical
expenses?
What is the
organizations vacation
policy?
Holiday policy?
Paid Sick Time policy?
Does the organization
offer an Employee
Assistance Program?
What is the policy on
Funeral Leave?
Does the organization
offer any wellness
benefits?
Crawford Consulting Group, Inc., 2010
20
21
Is turnover a significant
problem for your
organization?
COMPLIANCE WITH
FEDERAL AND STATE
LAWS
Do you believe that you
have all the proper State
& Federal postings
displayed in appropriate
locations?
Does the organization
have completed I-9s on
file for all employees?
Are I-9s completed
within 3 days of hire for
new employees?
Is the organization
familiar with its
responsibilities under the
Family & Medical Leave
Act (FMLA)? Are they
being fulfilled? (50 or more
employees)
22
Is the organization
familiar with its
responsibilities under
COBRA? Are they being
fulfilled and by whom?
(50 or more employees)
23
What is the
organizations
philosophy about
diversity in the
workforce? Has any
training been
presented?
Have there been any
discrimination or
harassment charges
and/or lawsuits in the
past?
24
EMPLOYEE ACTIVITIES
What type of
participation does the
organization
experience? (numbers and
types or classes of employees)
Is the organization
familiar with liquor
liability issues? How
does the organization
limit its exposure?
UC CLAIMS
Although not
conducting a safety
audit, how are work
related injuries handled?
Is there an incident form
utilized?
25
Does an internal
investigation process
exist?
Who maintains OSHA
logs and determines if
an injury is recordable?
Are logs posted
throughout facility in
February?
Does the organization
offer modified or light
duty available?
Does the organization
have a formal safety
program? If yes, who is
responsible?
What types of safety
issues does the
organization have?
Is personal protective
equipment necessary?
If yes, what types?
Does the organization
utilize hazardous
materials or chemicals in
the process of business?
(Material Safety Data Sheets
MSDS)
26
27
Is outdated material
removed periodically?
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