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Free HR Checklist

Are your HR bases covered?

Dr. Steve Cohen’s 12-point HR “Bases Covered” Checklist. Five minutes with it tells you where your organization is exposed, before an employee or an attorney points it out.

What’s inside

The 12 things every employer should have in place

“I’ve been consulting in the HR space for almost 40 years, and this is what I consider crucial to your success as a manager or business owner, and to keeping you out of the crosshairs of a lawsuit. If you’re missing several of these, it may be time to talk to an experienced HR consultant.” Dr. Steve Cohen

  • Someone with real HR experience guiding people decisions
  • Complete, secure, separately kept personnel files
  • A policy manual reviewed in the last 2 years, signed by every employee
  • An accurate, current job description for every position
  • A structured, documented hiring process
  • Correct exempt/non-exempt classification and overtime pay
  • Clear expectations and a written review for every employee, every year
  • Written, progressive discipline applied the same way to everyone
  • Harassment prevention training for all staff and supervisors
  • More than one way to report a complaint, and prompt, neutral investigations
  • A documentation review before any termination
  • Advanced: HR systems (HRIS) and a deliberate approach to culture

Each item comes with a “why it matters” from Steve and a first step to fix it. Score yourself at the end and see exactly what to do next.

Want a scored answer instead? Take the free 3-minute HR Risk Check.

Where should we send it?

We’ll email you the HR “Bases Covered” Checklist (PDF) right away, plus a bonus management training video from Dr. Steve Cohen.

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