Free HR Audit Checklist & Self-Assessment (Excel) | HR Health Check | Eunoia

Would your HR records survive a labour dispute tomorrow?

Most businesses only discover their HR gaps when something goes wrong. A dismissed employee wins an unfair dismissal case because the procedure wasn’t documented. A labour inspector asks for contracts that were never signed. A ghost worker sits on the payroll for months because nobody compares one month’s payroll with the next.

The HR Health Check helps you find those gaps first. It asks 25 plain-language questions across the eight areas where HR most often goes wrong. Your answers are scored as you go, so you see straight away where you are strong and where you are at risk.

How it works

1. Answer each question Yes, Partly, No or N/A.
2. The Results page scores each area and gives your overall HR health rating.
3. The Action Plan lists every gap with a suggested fix. Add an owner and a date and you have a plan to take to management.

The 8 areas covered

• Contracts & Recruitment
• Personnel Records
• Payroll
• Leave & Attendance
• Performance & Training
• Discipline & Grievance
• Health, Safety & Wellbeing
• Policy & Compliance

What’s included

• An Excel workbook with no macros, which works in Excel 2007 or later.
• 25 questions, each with a “why it matters” note and a suggested action.
• Automatic scoring by area, an overall rating and a chart.
• An action plan that fills itself from your answers.
• Jurisdiction-neutral wording, so it can be used in any country.

Who it’s for

• Business owners and managing directors.
• HR officers and HR managers.
• Finance managers who also look after HR.
• Internal auditors doing a first-look HR review.

Ready to go further? The HR Health Check shows you where the gaps are. Our HR & Payroll Audit Program tests them properly, with detailed procedures, evidence request lists and a findings log.