GUIDELINES TO SET UP HR DEPARTMENT.

STAGE 1
Review the current practices/policies [ if any]
Audit all hr activities that are performed [ even the crude format]

HERE ARE THE CORE HR KRAs [ key result areas]

KRA
KRA
KRA
KRA
KRA
KRA
KRA
KRA

1
2
3
4
5
6
7
8

:
:
:
:
:
:
:
:

Recruitment/Selection
Workforce Planning and Diversity
Performance Management
Reward Management
Workplace Management and Relations
A Safe and Healthy Workplace
Building Capabilities and Organisational Learning
Effective HR Management Systems, Support and Monitoring

STAGE 2

Understand
Understand
Understand
Understand
Understand
Understand
Understand
Understand

the
the
the
the
the
the
the
the

organization
organization structure
organization systems
organization politics/influential people
organization/individual roles
organization/positions
individual job descriptions
job/ job specifications etc

STAGE 3

Discuss the values/beliefs with senior management/CEO and the need for HR
department.
Discuss the expectations from HR department -short/medium/long term.
Discuss with CEO, the organization's corporate objectives/strategies and how
HR can contribute to the corporate objectives.
Discuss / seek consensus on organization structure / management process.
Discuss the current organization culture with senior management.
Discuss with CEO/senior management the core activities/competences and
business drivers of the organization.

TO GET A GOOD START AND HOLD YOUR CREDIBILITY, YOU NEED THESE
INFORMATIONS TO START YOUR WORK ON HR DEPT.
GET

COPY OF CORPORATE PLAN, WHICH OUTLINES THE COMPANY'S

VISION
MISSION
CORPORATE OBJECTIVES

CORPORATE STRATEGIES
etc

HR dept. is a support unit and hence must work closely with other
depts.
STAGE

Even though there is currently no HR department, there are a number of HR

activities are being carried out now.
YOU HAVE TO KNOW WHAT THEY ARE / HOW IT IS BEING CARRIED OUT / BY
WHOM.
TO COLLECT AND CONSOLIDATE THESE, YOU NEED TO A QUICK HR AUDIT OF
THE PRESENT SITUATION.
AFTER you gather all the informations and summarized, you should sit down
with your boss [ CEO] and discuss and prioritize the items, as follows

URGENT / IMPORTANT
URGENT/ NOT IMPORTANT
NOT URGENT/ IMPORTANT
NOT URGENT / NOT IMPORTANT , BUT NEEDED DOWN THE LINE.

STAGE 5
Please REVIEW the HR MANUAL , as listed below.
Pick points out of it , as per your need, based on your discussion / audit
results.
You may want to start up with

HR department OBJECTIVES.
HR DEPARTMENT STRATEGIES
Draft on Recruitment / Selection Procedure /PROCESS
Draft on organization / structure
Draft on jobs' analyses/ job descriptions/ job specifications/competences
Draft on payroll / compensation / administration
Appointment /confirmation / Termination / resignation
/PROCEDURES/PROCESS
Induction program
Orientation program

Employee communications
Training & development of the employees
Performance Appraisals / management

Once you have the preliminary draft ready, you can start with your EMPLOYEE
HANDBOOK [LIST PROVIDED BELOW]
STAGE 6
REVIEW THE HRM PROCESSES, MAKE A NOTE OF WHAT
IMPORTANT FOR THE COMPANY AND THE PRIORITY ONES.
HRM PROCESSES

HR AUDITING
HR BUDGETING
Strategic HRM Planning
HR Strategies and Policies.
HR and change management.
Competency-based HR
Knowledge management

JOB DEVELOPMENT

Job
Job
Job
Job
Job
Job

analysis
Role
Description.
specifications
enrichment
rotation

RECRUITMENT/SELECTION

Recruitment
Selection
Induction
Orientation

ORGANIZATIONAL BEHAVIOR PROGRAMS

Employee engagement
Motivation
Organization culture
Organization development

ORGANIZATION

Org. designing

YOU

THINK

ARE

Org. structuring
Org. development
Job / role structuring

HUMAN RESOURCING

HR planning
Manpower planning
Succession planning
Talent management

PERFORMANCE MANAGEMENT

Performance appraisals
Performance managing the processes.

HR DEVELOPMENT

Org. learning
Training
Education
Development
Training evaluation
E-learning
Management development
Career planning /development.

REWARD MANAGEMENT

Job evaluation
Managing reward process
Administration of rewards
Benefits

EMPLOYEE RELATIONS

Organization communications
Employee communications.
Staff amenities

HEALTH AND SAFETY.

OHS

HUMAN RESOURCE INFORMATION SYSTEM.

STAGE 7
REVIEW THE HRM SYSTEMS , MAKE A NOTE OF WHAT YOU THINK ARE
IMPORTANT FOR THE COMPANY AND THE PRIORITY ONES.
HR SYSTEMS

HR strategic planning system

Human resource planning system
Manpower planning system
Job profiling system
Recruitment &selection system
Performance appraisal system
Performance management system
People development systems
Career planning and development system
Succession planning system
Job enrichment system
Compensation planning and packaging system

THIS is just a common list.

AFTER

STAGE 1,2,3,4,5,6,7 MAKE A REPORT

What
What
What
What
What

is the current situation

kind of HR DEPARTMENT is required.
you think are your priorities
is your action plan
is time schedule.

MAKE A TEMPORARY HR DEPARTMENT

ONE
ONE
ONE
ONE

HR MANAGER [ YOURSELF ]
TRAINING MANAGER
SALARY ADMINISTRATION MANAGER
RECRUITMENT /SELECTION MANAGER

DISCUSS THIS WITH THE SENIOR MANAGEMENT, SEEK THEIR APPROVAL/

BLESSINGS /SUPPORT

TO IMPLEMENT YOUR PLAN.

To win confidence/trust, you need to show credibility/functional knowledge
level.
Initially, please do not rush with too many things. Take one thing at a time
and do a thorough job. Everything must be done right at the first time.

PREPARING A HR MANUAL IS IMPORTANT. NOT ALL THAT IS LISTED HERE MAY BE

NECESSARY AT FIRST.
DISCUSSING WITH SENIOR MANAGEMENT AND IDENTIFY THE PRIORITY ONES AND
WORK ON THEM.
HR MANAGEMENT MANUAL
Human Resources Policies, Procedures and Forms
Table of Contents
ADMINISTRATION
ADM.101
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0

Personnel Records Activities

Employee Information
HR Personnel Records
Contents of Personnel Files
Employee's Personnel Records Review
Management Review of Personnel Files
Company Release Of Employee Information
Record Retention and Long-Term Storage
Record Destruction

Forms
Ex1
Ex2

Personnel Records Access Log

HR Records Retention Periods

ADM.102
1.0
2.0
3.0
4.0

Form Development Activities

Form Development and Format
Authorization and Printing
Form Numbering and Placement
Forms Index and Manual

Forms
Ex1

Form Printing Request

ADM.103
1.0
2.0
3.0
4.0

Document Control Activities

Document Distribution
Document Revision
Document
Temporary Changes

Forms
Ex1 Request For Document Change (RDC)
ADM. 104
1.0
2.0
3.0
4.0
5.0

Mail & Express Services Activities

General Mail Usage
Addressing Mail
Express Mail
Overnight Packages
Additional Information Resources

Forms
Ex1

Outgoing Mail Register

ADM. 105
1.0
2.0
3.0
4.0

Telephone Answering Activities

Answering Techniques and Etiquette
Answering and Directing Calls
Taking Messages
Telephone User's Guide

Forms
Ex1

Important Message

ADM.106
1.0
2.0
3.0
4.0
5.0
6.0

Property & Access Control Activities

Background Checks
Physical Access Controls
Key Controls
Proprietary Information Controls
Collection Of Access Controls
Visitors & Guests

Forms
Ex1
Ex2

Key Issue Policy

Visitor Log

ADM.107
1.0
2.0
3.0
4.0
5.0

Separation Activities
Resignations
Involuntary Terminations And Layoffs
Terminations For Cause
Termination Meeting
Additional Information Resources

Forms
Ex1 Exit Interview Checklist
Ex2 Exit References Authorization

ADM.108
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0
9.0
10.0
11.0

Workplace Rules & Guidelines Activities

Alcohol And Drugs
Breaks And Lunch Time
Company Property
Grievances And Complaints
Inclement Weather
Parking
Personal Telephone Calls
Smoking
Solicitations
Suggestions
Visitors

Forms
Ex1

Suggestion Form

ADM.109
1.0
2.0
3.0
4.0
5.0
6.0

Human Resources Reports Activities

Preparation Guidelines
Occupational Health & Safety Reports
Equal Opportunity Reports
Training Plan
Hiring Status Report
Compensation Summary

Forms
EX1
EX2

Human Resource Reporting Summary

HR Hiring Status Report

ADM.110
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
3.0
4.0

Dress Code Activities

Dress Code
Business Attire
Business Casual Attire
Casual Attire
Uniformed Attire
Safety Attire
Formal Attire
Inappropriate Attire
Business Situations
Recreation & Parties
Dinners & Receptions
Personal Hygiene
Disciplinary Action

HIRING PROCEDURES
HRG.101
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0
9.0
10.0

Employee Hiring Activities

Needs Analysis
Personnel Requisition
Job Posting & Screening
Interviewing
Pre-Employment Screening & Testing
Background Investigation
Hiring And Employee Offers
Motor Vehicle And Equipment Operation
Applicant Files
Additional Information Resources

Forms
Ex1
Ex2
Ex3
Ex4
Ex5
Ex6

Personnel Requisition
Offer Letter
Personnel Change Notice
New Employee Hiring Checklist
Employment Eligibility Verification .
Employees Withholding Allowance Certificate.

HRG102
1.0
2.0
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
3.0

Job Descriptions Activities

Job Description Preparation
Format And Content
Job Title
Effective Date
Department
Summary Of Functions
Essential Duties And Responsibilities
Organizational Relationships
Qualifications
Physical Demands
Work Environment
Job Description Approval & Distribution

Forms
Ex1

Job Description Format

HRG103
1.0
2.0
2.1
2.2

Employment Applications Activities

Application For Employment
Application Information
Personal Information
Employment Interest

2.3
2.4
2.5
2.6
3.0

Education & Training

Employment History
Military Service Record
References
Compliance Information

Forms
Ex1
Ex2

Employment Application
Employment Application Supplement

HRG104
1.0
2.0
3.0
4.0
5.0

Interviewing Applicants Activities

Interviewing Objectives
Resume Examination
Telephone Interviews
E-Mail Interviews
In-Person Interviews

Forms
Ex1
Ex2

Employment Interview Questions

Interview Form

HRG105
1.0
2.0
3.0
4.0

Background Investigations Activities

Background And Hiring
Investigative Consumer Reporting
Employee Reference Checks
Motor Vehicle Record (MVR) Inquiry

Forms
Ex1
Ex2
Ex3
Ex4

Employee Investigation Checklist

Employee Background Authorization
New References Authorization
Reference Check Survey

Compensation Procedures
COM101
1.0
2.0
3.0
3.1
3.2
3.3
3.4

Payroll Activities
Payroll Records
Timesheets
Payroll Deductions
Worker's Compensation Insurance
Social Security & Medicare
State Income Tax
Earnings Tax

3.5
4.0
4.1
4.2
5.0
5.1
5.2
5.3
6.0
7.0

Tax Withholding Payments

Payroll Adjustments
Advances
Garnishments
Paychecks
Direct Deposit
Lost Paychecks
Final Paychecks
Vacation Pay
Additional Information Resources

Forms
Ex1
Ex2
Ex3

Monthly Time Sheet

Central Govt. Tax Calendar
Electronic Funds Transfer Authorization

COM102

Paid & Unpaid Leave Activities

1.0
2.0
3.0
4.0
5.0
5.1
5.2
6.0

Paid Time Off

Unpaid Time Off
Absence Request And Notification
Holidays
Vacation Eligibility
Vacation Schedules
Vacation Over Holidays
Additional Information Resources

Forms
Ex1

Absence Request Form

COM103
1.0
2.0
3.0
4.0
5.0
6.0
7.0
8.0

Insurance Benefits Activities

Life Insurance
Long Term Disability Insurance
Social Security
Workers' Compensation
Wage Continuation
Unemployment Compensation
Health Insurance
Additional Information Resources

COM104

Healthcare Benefits Activities

1.0
2.0

Cost And Premiums

Eligibility

3.0
4.0
5.0
6.0
7.0

Enrollment
Coverage
Filing A Claim
Termination And Conversion Of Coverage
Additional Information Resources

Forms
Ex1

Benefits Enrollment/Change Form

COM105
1.0
1.1
1.2
1.3
1.4
1.5
2.0
3.0
3.1
3.2
4.0

Employee Retirement Income Security Activities

Plan Administration
Investment Policy Statement
Fidelity Bond
Fiduciary Liability Insurance
Employer Matching
In-Service Loans And Withdrawals
Employee Participation
Notice Procedures
Initial Notice
Annual Notices
Additional Information Resources

COM106
1.0
2.0
3.0
4.0
6.0
7.0

Consolidated Budget Reconciliation Activities

Plan Administration
Qualifying Events
Notice Procedure
Benefits Protection
Enforcement
Additional Information Resources

Development Procedures
DEV101
1.0
2.0
3.0
4.0
5.0
6.0

Development Management Activities

Development Planning
Training Effectiveness
Training Records
Training Courses
Performance Evaluations
Additional Information Resources

Forms
Ex1

Training Plan

DEV102

Training Reimbursement Activities

1.0
2.0
3.0

Eligibility
Approved Programs
Reimbursement

Forms
Ex 1

Request For Training

DEV103
1.0
2.0
3.0
4.0

Computer User & Staff Training Activities

MIS Training And Certification
MIS/LAN User Training
E-Mail Training
Software Applications

DEV104
1.0
2.0
3.0
4.0
5.0
6.0

Internet & E-Mail Acceptable Use Activities

Acceptable Use
Inappropriate Use
Internet And E-Mail Etiquette
Security
User Compliance
Additional Information Resources

Forms
Ex1

Computer And Internet Usage Policy

DEV105
1.0
2.0
3.0
4.0
5.0
6.0

Performance Appraisals Activities

Performance Appraisal Guidelines
Appraisal Preparation
Appraisal Discussion
Salary Adjustments
Appraisal Conclusion
Additional Information Resources

Forms
Ex1
Ex2

Self Appraisal Form

Performance Appraisal Form

DEV106
1.0
2.0
2.1
2.2
2.3
2.4
3.0

Employee Discipline Activities

Introduction To Misconduct
Responses To Misconduct
Verbal Warning
Written Warning
Suspension
Termination
Serious Misconduct

4.0
5.0
6.0

Very Serious Misconduct

Inexcusable Misconduct
Misconduct Investigations

Forms
Ex1

Disciplinary Notice

Compliance Procedures
CMP101
1.0
2.0
2.1
2.2
2.3
3.0
4.0
5.0
6.0
7.0

Workplace Safety Activities

Worksite Analysis
Hazard Prevention And Control
Safe Work Procedures
Protective Equipment
Fire Prevention
Hazard Communication Program
Medical Emergencies
Workplace Safety Training
Reporting And Record Keeping
Additional Information Resources

Forms
Ex1
Ex2
Ex3
Ex4
Ex5
Doc
Doc
Doc
Doc
Doc

Safety Suggestion Sheet

Workplace Safety Self-Inspection Checklist
Workplace Safety Action Plan
Workplace Safety Rules
Index of Hazardous Chemicals
Material Safety Data Sheet
Injuries and Illness Log
Summary of Injuries and Illness
Injuries and Illness Incident Report
Instructions for OSHA Forms

CMP102

People With Disabilities Activities

1.0
2.0
3.0
4.0
5.0
6.0

Background
Who Is Covered?
Employment Issues
Public Accommodations
Enforcement Of The Act
Additional Information Resources

CMP103

Annual And Medical Leave Activities

1.0
2.0
3.0
4.0
5.0
6.0
7.0

Reasons For Taking Leave

Advance Notice And Medical Certification
Job Benefits And Protection
Unlawful Acts
Enforcement
Employer Notices
Additional Information Resources

Forms
Ex 1
Ex 2

Certification Of Healthcare Provider

Employer Response To Employee Request

CMP104

Drug Free Workplace Activities

1.0
2.0
3.0
4.0
5.0
6.0

General
Prohibitions
Authorized Use Of Prescription Medicine
Drug Awareness Program
Disciplinary Actions
Additional Information Resources

CMP105

Health Insurance Portability And Accountability Activities

1.0
1.1
2.0
3.0
4.0

Management
Privacy Standards
Medical Records Maintenance
Medical Records Access
Additional Information Resources

Forms
Ex1

HIPAA Authorization Form

CMP106

Harassment & Discrimination Activities

1.0
2.0
3.0
4.0
5.0

Unacceptable Behavior
Complaint
Corrective Measures
Enforcement
Additional Information Resources

Job Descriptions Tab

WRITING JOB DESCRIPTIONS

INTRODUCTION
PURPOSE
SCOPE

WRITTEN COMMUNICATION
Non-discriminatory language
Active voice
Action verbs Plain English
FORMAT AND CONTENT
Effective Date
Department
Summary Of Functions
Essential Duties And Responsibilities
Grouping Several Tasks Into A Single Responsibility
Responsibility Statements
Delegated Responsibilities
Organizational Relationships
Reporting Relationships
The Organizations Environment
Qualifications
Mandatory Requirements
Key Selection Criteria
Physical Demands
Work Environment
Job Performance
Job Descriptions
Reasonable Accommodation
Accessibility
Employee Handbook
SECTION 1 INTRODUCTION
1.0
The Company Philosophy
1.1
The Company Mission
1.2
Equal Employment Opportunity Policy and Affirmative Action Plan
1.3
Employment-At-Will
1.4
Sexual Harassment
1.5
Safety
1.5.1
Safety Rules
1.5.2
Hazardous Wastes
1.5.3
Reporting Injuries and Accidents
1.6
Drug Free Workplace
1.6.1
Prohibitions

1.6.2
1.6.3

Drug Awareness Program

Disciplinary Actions

SECTION 2 EMPLOYMENT
2.0
Personnel Administration
2.1
HR Personnel Records
2.1.1
Contents of Personnel Files
2.1.2
Employee Information
2.1.3
Employee's Request for Review of Personnel Records
2.1.4
Management Review of Personnel Files
2.2
Service
2.2.1
Employee Categories
2.2.2
Job Posting Procedures
2.2.3
Employment of Relatives
2.2.4
Employment of Minors
2.2.5
Promotions
2.2.6
Transfer of Employees
2.2.7
Separation of Employment
2.2.8
Work force Reductions
2.2.9
Probationary Period
2.2.10
Extra Income
2.3
Process Improvement
2.3.1
Employee-Management Forums
2.3.2
Employee Suggestion Program
SECTION 3 COMPENSATION & BENEFITS
3.0
Benefit Eligibility
3.1
Payroll Information
3.1.1
Time Records
3.1.2
Pay Periods
3.1.3
Salary Compensation for Partial Pay Period
3.1.4
Pay Rate Schedule Hourly Paid Employees
3.1.5
Payroll Deductions
3.1.6
Overtime
3.1.7
Payroll Errors
3.1.8
Garnishment of Employee Wages
3.1.9
Authorized Check Pickup
3.1.10
Pay at Time of Separation
3.2
Attendance & Leave
3.2.1
Medical Leave Policy
3.2.2
Sick Leave Credit Limit
3.2.3
Sick Leave Policy Usage
3.2.4
Medical, Dental and Optical Appointments
3.2.5
Exhaustion of Accumulated Sick Leave

3.2.6
3.2.7
3.2.8
3.2.9
3.2.10
3.2.11
3.2.12
3.3
3.3.1
3.3.2
3.3.3
3.3.4
3.3.5
3.3.6
3.3.7
3.4
3.5
3.6
3.7

Pallbearer, Funeral, Emergency Leave

Civic Leave or Jury Duty
Voting
Military Leave
Maternity Leave
Parental Leave
Leave of Absence
Insurance
Hospitalization and Medical Insurance
Continuation of Group Health Insurance
Life Insurance
Long Term Disability Insurance
Social Security
Workers' Compensation
Unemployment Compensation
Savings Plan
Break Room
Employee Discounts
Educational Assistance

SECTION 4 EMPLOYEE RESPONSIBILITIES

4.1
Work Schedules
4.1.1
Working Hours
4.1.2
Salary Employees
4.1.3
Hourly Employees
4.1.4
Clean Work-Place
4.2
Legal & Ethical Conduct
4.2.1
Ethical Standards
4.2.2
Conflicts of Interest
4.2.3
Personal Conduct
4.2.4
Confidentiality
4.2.5
Bribes, Kickbacks and Illegal Payments
4.2.6
Patents and Copyrights
4.3
Misconduct
4.3.1
Serious Misconduct
4.3.2
Very Serious Misconduct
4.3.3
Inexcusable Misconduct
4.3.3
Misconduct Investigations
4.4
Transportation & Travel
4.4.1
Company Owned Vehicles
4.4.2
Personal Vehicles
4.4.3
Living Expense Allowance
4.4.4
Other Travel Expenses
4.4.5
Expense Records

4.4.6
4.4.7
4.4.8
4.4.9
4.5
4.5.1
4.5.2
4.5.3
4.5.4
4.5.5
4.5.6
4.5.7
4.5.8
4.6
4.6.1
4.6.2
4.6.3
4.6.4
4.6.5
4.6.6
4.6.7
4.6.8
4.6.9

Travel Advances
Expense Reimbursement Third Party
Expense Policies Violations
Company Credit Cards
Appearance & Belongings
Personal Appearance
Business Attire
Casual Attire
Inappropriate Attire
Personal Belongings
Alcohol and Drugs
Medication
Smoking Policy
Equipment & Facilities
Parking
Telephone Use
Motor Vehicle and Workplace Equipment Operation
Safety Equipment
Company Tools
Waste Prevention
Solicitation and/or Distribution
Security
Bulletin Board

EMPLOYEE HANDBOOK FORMS

a)
b)
c)
d)

Acknowledgement Of Receipt And Understanding

Statement Of Legal And Ethical Business Conduct
Drug-Free Workplace Policy Employee Acknowledgement
Job Related Accident

HR MANUAL
HR MANUAL is the total guidelines for the managers in the organization
on the subject of HUMAN RESOURCE.
The real work of managing people [human resource] is the responsibility of
the line managers. The HR department acts as a coordinator / advisory
body to the line managers, in addition to, its own administrative work.
Employee handbook is a major element of the HR manual. It is part of the
HR MANUAL.
The copy of HR MANUAL [ including the employee handbook] is given
to the managers only.
The copy of the EMPLOYEE handbook is given to the employees.
The TOTAL HR MANUAL development is a never ending assignment. It
needs updating every six months.

At the initial stage, it could take up to six months at least to complete

the manual/ handbook for a full time person, even if you employ an
outside expert.

Once you have formed the HR manual list, you should sit with your boss

Analyse the list

Set the priority [ 1st. lot, 2nd. lot, 3rd. lot etc ]
Discuss the need for HO material, to uniform the approach
Discuss the need for local expert
Etc

Your priorities could be

Personnel records
Various forms required
Access control
Workplace rules
Employee hiring
Job descriptions
Employment applications
Interviewing applicants
Payroll administration
Training [ induction / orientation/development]
Employee handbook

You/Your senior management should agree to the priority list.

NOW YOU ARE READY FOR THE HARD WORK

ACTIVITIES OF HR DEPT
STRATEGIC
ORGANISATION DEVELOPMENT

Organization Mission / Vision, Business Goals, Strategy

Organization Life Cycle Stage
Organization Competency Identification (Key Competencies Required)
Competency Dictionary - Definitions
Proficiency Levels Defined
Existing Organization Competency Assessment
Existing Proficiency Levels
Competency Prioritization
GAP Analysis
o Competency Map (Employee Ratings, Observed / Desired /
Gaps)
Employee Prioritization for Competency Development
Competency Development Program
Competency Mapping Industry/Competitor Analysis

PERFORMANCE MANAGEMENT
STRATEGIC

 Performance Management & Review Mechanism

Key Result Areas
Key Performance Indicators (Highest / Ideal Performance
Expected)
Key Deliverables (Role Definition)
Competence Required
Position Descriptions Mapping across Organization
Performance Agreement
Goals / Objectives
Key Deliverables (Role Definition)

PROFESSIONAL & ADMINISTRATIVE

Performance & Potential Evaluation

Goals / Objectives (Previous Year)
Key Deliverables Assessment (3m,6m,9m,Yrly.)
Developmental Deliverables Assessment (3m,6m,9m,Yrly.)
Shortfalls in Deliverables Achievements
Significant Achievements
Strengths & Weaknesses
Competency Ratings (Managerial/Behavioral/Functional)
Trainings Received / Required Analysis
Performance Scores (Deliverables & Competencies Ratings)
Final Performance Ratings
Miscellaneous Discussions
Recommendations
Rewards & Recognitions - What is to be Rewarded/Awarded ?
Overall Performance
Critical Performance
Spot Performance
Personality Growth
Loyalty Recognition
Best of the Best (Individual, Team, Group Recognitions

Developmental Deliverables (for Career /

Succession Planning)

Trainings Required (Objective, Priority, Evaluation

Parameters)

Organization Support Required

Career Planning

Succession Planning
Recruitment & Selection
STRATEGIC

GAP Analysis / Future Requirements

Budgeting New Manpower, Cost Estimates
Recruitment Plan of Action (Numbers, Time Frame, Sources, Cost, Internal
Movement)
Internal Resources / External Resources
Position Description
Candidate Specification
Experience Specification (Mandatory/Preferred)
Key Performance Indicators (Highest / Ideal Performance Expected)
Key Deliverables (Role Definition)
Competence Required

PROFESSIONAL & ADMINISTRATIVE

Sources of Manpower (External)

Placement Consultants
Job sites
Advertisements
Campus Recruitment
Employee Referrals
Head Hunting
Networking
Professional Institutions
Vendor Relationship Management (Agreements, Contracts, Quotes)
Manpower Requisition Process (Authorisation, Documentation, Closures)
Selection Methodology
Interview Process (Panel, Evaluation Methodology)
Testing Processes (Test Instruments, Administration, Monitoring
Documentation
Forms & Formats (Requisition, Application Blanks, Interview Evaluations)
Recruitment MIS Reports

Training & Development

STRATEGIC

Training Needs Identification

Skill-Gap Analysis
Competency Map (Employee Ratings, Observed / Desired / Gaps)
Training & Development Plans (Technical / Soft Skills / Knowledge)
Competency Development Programme.
Behavioural & Functional
Skill Development Programme
Performance Improvement Programme

PROFESSIONAL & ADMINISTRATIVE

Training Calender
Prioritized List of Training Programmes
Individual Analysis
Faculty Feedback & Analysis
Employee / Supervisor Feedback
Developing Knowledge Sharing Practices
Training Effectiveness Parameters
Key Improvement Indicators Defined (Performance, Skills, Competence)
Time Frame for Improvement

Review Mechanism

EMPLOYEE SATISFACTION & MOTIVATION

STRATEGIC

Oganisations philosophy & values

Work Culture
Best HR practices / Policy
Grievance Management Process

PROFESSIONAL & ADMINISTRATIVE

Employee Communication formal & informal

Notice Boards
Intranet
Emails
Circulars
Inter Dept meetings
Dept Meetings
Staff Meetings
Suggestion Scheme
Newsletter
Work culture survey, Analysis & Findings
Employee Satisfaction Survey, Analysis & Findings
Effective Grievance Resolution

PERSONNEL & ADMINISTRATION

PROFESSIONAL & ADMINISTRATIVE

Offer / Appointment Letters, Compensation Sheet, Contract Letters,

Consultant Agreements etc.
Salary Fitment Benchmarks / Salary Matrix
Joining Formalities & Documentations
Documentation Coding & Revision Guidelines
Induction & Orientation Company Overview (History, Business, Market,
Products/Services, Geography)
Company Presentations
Key Personnel Meetings
Technical / Domain / Process Training Programme
Maintaining & updating Personnel Files

Compensation & Benefits Administration Salary Structure (Fixed, Variables,

Perks)
Employee Welfare Schemes
Insurance Covers
Retiral Benefits
Tax Consulting
Legal Compliances (Employment / Labor / Compensation Acts)
Incentives, Motivational Allowances
Employee Relations Employee Benefit Schemes
Birthdays / Anniversaries
Festival Events
Sports Events
Inter Dept Events / Competitions / Games / Quizzes
Health & Safety Measures