HR Audit Tool

This is a self-serve HR audit tool for HR professionals.

What this tool contains

• Instructions — this page.
• Dashboard — auto-calculated HR health score by category, with a chart. Nothing to fill in here.
• Audit Checklist — the core tool. 13 HR categories, ~88 audit items. This is where you do the work.
• Scoring Key — reference table explaining how Risk Level + Status combine into a Priority rating.
• Action Plan — template to log corrective actions for items you flag as Partial or Non-Compliant.
• Document Request List — checklist of records/documents to gather before you start.
• Interview Question Bank — sample questions for interviewing managers and employees during the audit.

How to use the Audit Checklist tab

1. For each row, select a Risk Level (High / Medium / Low) from the dropdown in column C.
2. Select a Status (Compliant / Partial / Non-Compliant / Not Applicable) from the dropdown in column D.
3. Columns E–H (Score, Risk Weight, Weighted Score, Priority) calculate automatically — do not overwrite them.
4. Use column I to note the evidence you reviewed (e.g., “Reviewed 2025 I-9 binder, 3 of 40 missing re-verification”).
5. Use column J to note the corrective action needed, column K for the owner, and column L for a target date.
6. Copy any item with a Priority of “Urgent” or “High” into the Action Plan tab.
7. Check the Dashboard tab after finishing each category to see your live HR health score.