Task Library — 60 Purpose-Built HR managers Tools

Recruiting & Hiring Documentation

9 tasks

Check references

Contact provided references to validate experience

💬 Just say: “check references”

Conduct in-person interviews

Lead structured behavioral and technical interviews

💬 Just say: “conduct in-person interviews”

Conduct phone screens

Perform initial phone interviews to assess fit

💬 Just say: “conduct phone screens”

Extend job offers

Draft and send formal offer letters to selected candidates

💬 Just say: “extend job offers”

Onboard new hires

Manage new employee paperwork and setup

💬 Just say: “onboard new hires”

Prepare interview questions

Develop targeted questions to assess candidate skills

💬 Just say: “prepare interview questions”

Review resumes and cvs

Systematically evaluate candidate applications

💬 Just say: “review resumes and cvs”

Schedule interviews

Coordinate calendar availability for interviews

💬 Just say: “schedule interviews”

Write a job posting

Draft a clear, compelling job posting for an open position

💬 Just say: “write a job posting”

Onboarding & Orientation

7 tasks

Assign mentors/buddies

Pair new hires with seasoned employees

💬 Just say: “assign mentors/buddies”

Complete i-9 and w-4 forms

Assist new hires with employment paperwork

💬 Just say: “complete i-9 and w-4 forms”

Conduct orientation sessions

Lead new hire orientation presentations

💬 Just say: “conduct orientation sessions”

Create onboarding checklists

Develop comprehensive checklists for new hires

💬 Just say: “create onboarding checklists”

Prepare new hire materials

Assemble welcome packets, ID badges, equipment, etc.

💬 Just say: “prepare new hire materials”

Schedule onboarding activities

Coordinate trainings, meetings, and activities

💬 Just say: “schedule onboarding activities”

Set up new employee accounts

Provision computer, email, payroll, benefits, etc.

💬 Just say: “set up new employee accounts”

Performance Management

8 tasks

Develop performance review forms

Design templates for annual/quarterly reviews

💬 Just say: “develop performance review forms”

Facilitate review meetings

Lead performance review discussions

💬 Just say: “facilitate review meetings”

Gather 360 feedback

Solicit peer/manager/subordinate feedback

💬 Just say: “gather 360 feedback”

Manage performance issues

Document, counsel, and develop improvement plans

💬 Just say: “manage performance issues”

Schedule performance check-ins

Coordinate meetings for performance discussions

💬 Just say: “schedule performance check-ins”

Set performance goals

Collaborate with employees on SMART objectives

💬 Just say: “set performance goals”

Track employee development

Monitor progress on goals and development plans

💬 Just say: “track employee development”

Write performance reviews

Compose detailed, balanced review narratives

💬 Just say: “write performance reviews”

Employee Relations & Investigations

7 tasks

Accommodate disabilities

Interact with employees and providers for ADA support

💬 Just say: “accommodate disabilities”

Administer disciplinary actions

Issue warnings, suspensions, or terminations as needed

💬 Just say: “administer disciplinary actions”

Conduct workplace investigations

Gather facts, interview parties, and document findings

💬 Just say: “conduct workplace investigations”

Maintain personnel records

Securely store and manage employee files

💬 Just say: “maintain personnel records”

Manage leave policies

Oversee compliance with FMLA, sick leave, etc.

💬 Just say: “manage leave policies”

Resolve harassment claims

Intake reports, assess, and facilitate resolutions

💬 Just say: “resolve harassment claims”

Respond to employee concerns

Address inquiries, grievances, and complaints

💬 Just say: “respond to employee concerns”

Termination & Offboarding

7 tasks

Calculate final pay and benefits

Process remaining wages, PTO, COBRA, etc.

💬 Just say: “calculate final pay and benefits”

Cancel accounts and access

Disable system logins, emails, and network privileges

💬 Just say: “cancel accounts and access”

Conduct exit interviews

Gather feedback from departing employees

💬 Just say: “conduct exit interviews”

Initiate termination processes

Prepare paperwork, notifications, and logistics

💬 Just say: “initiate termination processes”

Provide employment verifications

Respond to requests for references and employment history

💬 Just say: “provide employment verifications”

Return company property

Collect laptops, badges, keys, and other assets

💬 Just say: “return company property”

Update hr systems

Record termination details and rehire eligibility

💬 Just say: “update hr systems”

Compliance & Policy Administration

8 tasks

Administer leave and time off

Track, approve, and report on PTO, sick leave, etc.

💬 Just say: “administer leave and time off”

Coordinate workplace events

Plan and execute company parties, celebrations, etc.

💬 Just say: “coordinate workplace events”

Facilitate workplace safety

Implement OSHA regulations and conduct training

💬 Just say: “facilitate workplace safety”

Maintain employee handbooks

Review, update, and distribute policy manuals

💬 Just say: “maintain employee handbooks”

Maintain insurance coverage

Enroll employees in health, dental, vision, etc.

💬 Just say: “maintain insurance coverage”

Manage personnel files

Ensure compliant storage and access controls

💬 Just say: “manage personnel files”

Manage vendor relationships

Procure and maintain HR-related service providers

💬 Just say: “manage vendor relationships”

Process payroll and taxes

Calculate wages, withholdings, and tax payments

💬 Just say: “process payroll and taxes”

Benefits Administration

7 tasks

Administer retirement plans

Manage 401(k), pension, and other savings programs

💬 Just say: “administer retirement plans”

Communicate benefits details

Educate employees on coverage, utilization, and costs

💬 Just say: “communicate benefits details”

Enroll employees in benefits

Guide new hires through insurance selections

💬 Just say: “enroll employees in benefits”

Maintain compliance reporting

File required ACA, ERISA, and other regulatory forms

💬 Just say: “maintain compliance reporting”

Manage open enrollment

Facilitate annual benefits election process

💬 Just say: “manage open enrollment”

Process life events changes

Update coverage for marriages, births, divorces, etc.

💬 Just say: “process life events changes”

Resolve benefits claims issues

Liaise with providers to address employee questions

💬 Just say: “resolve benefits claims issues”

HR Communications

7 tasks

Deliver manager training

Provide guidance on people management best practices

💬 Just say: “deliver manager training”

Draft internal announcements

Compose and distribute company-wide communications

💬 Just say: “draft internal announcements”

Facilitate team building events

Plan and execute offsite retreats, parties, etc.

💬 Just say: “facilitate team building events”

Maintain hr sharepoint/intranet

Curate and update HR-specific resources

💬 Just say: “maintain hr sharepoint/intranet”

Manage employee recognition

Coordinate and promote awards, bonuses, and celebrations

💬 Just say: “manage employee recognition”

Publish employee newsletters

Create and distribute periodic staff updates

💬 Just say: “publish employee newsletters”

Respond to employee inquiries

Address HR-related questions and concerns

💬 Just say: “respond to employee inquiries”

60 Purpose-Built Toolsfor HR managers

Recruiting & Hiring Documentation

Check references

Conduct in-person interviews

Conduct phone screens

Extend job offers

Onboard new hires

Prepare interview questions

Review resumes and cvs

Schedule interviews

Write a job posting

Onboarding & Orientation

Assign mentors/buddies

Complete i-9 and w-4 forms

Conduct orientation sessions

Create onboarding checklists

Prepare new hire materials

Schedule onboarding activities

Set up new employee accounts

Performance Management

Develop performance review forms

Facilitate review meetings

Gather 360 feedback

Manage performance issues

Schedule performance check-ins

Set performance goals

Track employee development

Write performance reviews

Employee Relations & Investigations

Accommodate disabilities

Administer disciplinary actions

Conduct workplace investigations

Maintain personnel records

Manage leave policies

Resolve harassment claims

Respond to employee concerns

Termination & Offboarding

Calculate final pay and benefits

Cancel accounts and access

Conduct exit interviews

Initiate termination processes

Provide employment verifications

Return company property

Update hr systems

Compliance & Policy Administration

Administer leave and time off

Coordinate workplace events

Facilitate workplace safety

Maintain employee handbooks

Maintain insurance coverage

Manage personnel files

Manage vendor relationships

Process payroll and taxes

Benefits Administration

Administer retirement plans

Communicate benefits details

Enroll employees in benefits

Maintain compliance reporting

Manage open enrollment

Process life events changes

Resolve benefits claims issues

HR Communications

Deliver manager training

Draft internal announcements

Facilitate team building events

Maintain hr sharepoint/intranet

Manage employee recognition

Publish employee newsletters

Respond to employee inquiries

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60 Purpose-Built Tools
for HR managers