Benefits Enrollment Checklist

Employee Name: _______________________ Company Name: ____________________

Job Title: _____________________________ Department: ________________________

Complete the following steps before the enrollment process

Mark (✓
✓)
when Step required Additional
completed Notes
Notify employee about the enrollment period and deadline.
● Provide employee with full information about available
benefits
Provide employee access to enrollment resources and
forms.
Offer sessions or extra material for employee to
understand their benefits. (if required)

For the enrollment process

Mark (✓
✓)
when Step required Additional
completed Notes
Ensure employee completes KWSP 1 (Membership
Registration) form.

● Submit the KWSP 3 (EPF Contribution Payment Form) for

monthly contributions.
Register employee for SOCSO using Form 2 (Employee
Registration).
Ensure monthly SOCSO contributions are made via Form
8A.
Register employees for EIS contributions.

Submit EIS contributions alongside SOCSO contributions

Register with HRDF and ensure monthly levy payments if

 your company falls under PSMB Act 2001.
Apply for employee health insurance plans along with
dependant coverage.

Collect life and disability insurance enrolment forms (if

any).

Provide employee forms for leave requests including

annual, sick, and paternity/maternity leave.

Provide employee information about company-sponsored

retirement plans and collect forms (if any).

Outline any perks or discounts available to employee and

give information on how to access them.

Communicate information about available education or

training programs and collect applications (if any).

Provide information about EAP services and how to access

them.

After the enrollment process, complete the follow-up below

Mark (✓
✓)
when Step required Additional
completed Notes
Confirm the submission of all enrollment forms with
receipt.
● Verify the accuracy of the information submitted.
Update payroll to reflect deductions for benefits.
Provide employee with regular updates on changes in
benefit plans.
Maintain accurate records of enrolled employee benefits
for audits and inspections

Maintain open channels for employee questions and

concerns.

Disclaimer: The content provided is for general

informational purposes only and may not be accurate,
 Employee Performance Appraisal Checklist

Employee Name: _______________________ Company Name: ____________________

Job Title: _____________________________ Department: ________________________
For the period of: ________________________________________________

Complete the following steps before the performance appraisal process

Mark (✓
✓)
when Step required Additional
completed Notes
Review previous employee performance appraisals to
assess improvements. (if any)
● Review the employee’s job description to ensure it is up-
to-date.
Gather employee’s current performance data with
employee self-evaluation, peer reviews, and observation.
Review the employee’s previous goals in line with the
objectives of the team/company.
Prepare the goals and expectations to discuss in the
meeting.
Prepare a copy of the performance plan for the employee.
Schedule a meeting with the employee and inform the
employee in advance.
Inform employee to prepare goals for the next period of
performance appraisal.

Follow these steps during the appraisal meeting

Mark (✓
✓)
when Step required Additional
completed Notes
Create a comfortable environment without interruptions.
(If you are a virtual team, ensure an environment without
 disturbance with a strong internet connection)
● Begin the review with positive feedback, highlighting
achievements.
Discuss the progress of the employee toward their set goal.
Discuss the obstacles faced during the progress of goals.
(if any)
Discuss future expectations of the company.

Discuss goal-setting for the next period of performance

appraisal.

Confirm whether the employee has the required resources

to achieve aforementioned goals

Ask the employee for feedback and suggestions.

Summarize the meeting at the end as a recap for the

employee.

After the appraisal meeting, complete the follow-up below

Mark (✓
✓)
when Step required Additional
completed Notes
Draft an action plan to achieve set goals for the next
appraisal period.

● Monitor employee progress and provide feedback as

required.
Provide employee support and resources as required.
Ensure all appraisal documentation is properly filed and
recorded.

Additional tips for managers!

Mark (✓
✓) Mark (✓
✓)
when Tip when Tip
completed completed
Be concise - avoid the use of Base the employee review on
technical jargon. fairness and objectivity.
● Be specific with feedback. ● Focus on constructive feedback
Provide examples. to encourage the employee.
Ensure all discussions remain Listen actively to employee
private and confidential. feedback and suggestions.
 Monthly Payroll Checklist

Employee Name: __________________________ Month:

__________________

Steps for Running Payroll:

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Collect employee time and attendance data for
the pay period.
● Approve PTO and leaves (if any) for the pay
period.
Calculate gross salary.
Deduct amount for EPF.

Deduct amount for SOCSO.

Deduct amount for EIS.

Deduct amount for income tax.

● Add performance bonuses (if any) or

incentives applicable for the month.
● Prepare bank files for salary disbursement.
● Execute salary payments through bank transfer
by the 7th of the month.
● Create and distribute payslips to employees.
● Submit EPF contribution by the 15th of the
following month.
● Submit SOCSO payment by the 15th of the
following month.
● Submit PCB deductions to LHDN by the 15th
of the following month.
Add payslip records to employee file for
recordkeeping.
Annual Payroll Tasks: The following tasks need to be completed on an annual basis.
Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
● Issue EA forms to employees by the end of
February.

● Submit Form E to LHDN.

● Calculate and distribute annual bonuses.

● Reconcile all payroll records for the financial

year.

Disclaimer: The content provided is for general

informational purposes only and may not be accurate,
complete, or up-to-date. We make no warranties regarding the
accuracy or reliability of the information. The content is
solely created to serve as a reminder for employers and
managers.
 Checklist for Payroll Process in Malaysia

Pre-Payroll Steps: Follow these steps before beginning the payroll process.
Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Collect employee’s personal information
Gather relevant bank information for salary
deposits.
Obtain employee EPF number.
Obtain employee EIS number.
● Obtain employee SOCSO number.
● Register with the Inland Revenue Board
(LHDN) for employer tax purposes.
● Define components of salary including basic
salary, allowance, and deductions.
● Determine pay periods i.e. biweekly or
annually.

Steps for Running Payroll:

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Collect employee time and attendance data for
the pay period.
Calculate overtime compensation for hours
worked as overtime at 1.5x or 2x the basic
hourly rate.
Calculate eligible allowances for the pay
period.
Deduct necessary amounts for EPF, SOCSO,
EIS, and income taxes.

● Add performance bonuses (if any) or

incentives applicable for the month.
● Prepare bank files for salary disbursement.
● Execute salary payments through bank transfer
by the 7th of the month.
 ● Create and distribute payslips to employees.

Post-Payroll Steps: Follow these steps post-payroll to ensure accurate recordkeeping.

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Submit EPF contribution by the 15th of the
following month.
Submit SOCSO payment by the 15th of the
following month.
Submit PCB deductions to LHDN by the 15th
of the following month.
Add payslip records to employee file for
recordkeeping.

Annual Payroll Tasks: Follow up with the tasks below annually.

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Issue EA forms to employees by the end of
February.
Submit employer’s annual tax declaration
Form E to LHDN.
Handle encashment of unutilized yearly leave
if applicable.
Calculate and distribute annual bonuses.
● Reconcile all payroll records for the financial
year.

Ensure compliance with statutory law with the following steps:

Mark (✓
✓)
when Step required Additional
completed Notes
Review the Employment Act 1955 to stay updated on
regulatory changes related to payroll.
Audit payroll records internally for accuracy.
Organise payroll records to be easily accessible for
external audits.

Disclaimer:
The content provided is for general informational purposes only and may not be accurate,
complete, or up-to-date. We make no warranties regarding the accuracy or reliability of the
information. The content is solely created to serve as a reminder for employers and
managers.
 Employee Onboarding Checklist

Employee Name: __________________________ Starting Date:

_________________ Job Title: ____________________________ Department:
_________________________

Complete the following steps before the employee’s first day

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Send offer letter and contract of employment.
Complete employee documentation including
IC/Passport, academic certificates, previous
employment references, etc.
Verify visa/work permit or foreign employees.

● Arrange necessary IT equipment, such as a

laptop or relevant software.
● Assign an employee as a mentor to help the
new hire settle. (optional)
● Register the new hire with the Employees
Provident Fund (EPF)
● Register the new hire with the Social Security
Organization (SOCSO).
● Register the new hire with the Employment
Insurance System (EIS).
● Register the new hire with the Inland Revenue
Board of Malaysia (LHDN) for income tax
purposes.
● Enroll the new employee in the company’s
medical benefits plan.

Complete the following steps on the employee’s first day

Mark (✓
✓) Date of
 when Step required Completion Additional
completed Notes
Conduct an orientation and refer the employee
to the relevant department head.
Introduce the employee to the department team
and key personnel.
Explain company policies, procedures, and
goals to the employee.

● Debrief employee on leave, attendance, and

payroll processes.
● Provide training for any specialised software
used.
● Discuss job responsibilities, performance
metrics, and job expectations with the
employee.
● Set goals and objectives for the first week
● Schedule regular check-ins with the manager.
● Address any queries and concerns.

After the employee completes their first month, complete the following steps
Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Conduct a formal feedback session at the end
of the first month.
Discuss challenges faced by the new employee
during the first month.
Review the goals and objectives set at the start
of the month and adjust training as required.
● Conduct a final check-in after three months of
employment

Additional tips for managers

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
Provide new hire with additional training and
professional development opportunities.
Encourage new employee to participate in
company events and gatherings.
Give constructive feedback and regular
 performance reviews.
● Conduct onboarding survey to gather feedback
on the process and improve where required.

Disclaimer: The content provided is for general

informational purposes only and may not be accurate,
complete, or up-to-date. We make no warranties regarding the
accuracy or reliability of the information. The content is
solely created to serve as a reminder for employers and
managers.
 Compliance Checklist for Internal Audit

Company Name: ________________________________ Month:

__________________

Preparation for Audit:

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
● Assemble a team responsible for the audit.

● Define the scope of the audit.

● Review the organization's policies and

previous compliance documentation.

● Ensure all certificates given under the

Companies Act are valid.

● Check for employee training session

documentation.

● Check updated regulations for the

Employment Act and Industrial Relations Act.

● Develop an audit plan and timeline.

Review of Internal Policies

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
● Ensure company policies are up-to-date and
follow required statutory regulations.

● Assess employee awareness of compliance

 policies and procedures.
● Verify that procedures are in place for
regulatory changes.

● Check the effectiveness of the internal

compliance program.

● Assess the process for handling compliance

issues and violations.

● Verify segregation of duties to prevent

conflicts of interest.

● Review access controls and authorization

processes.

Review of Data Security Protocols

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
● Verify compliance with data protection
regulations

● Assess the effectiveness of data security

measures.

● Check for encryption of sensitive data.

● Review access controls and data breach

response plans.

Review of Recordkeeping Practices

Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
● Verify retention periods for different types of
records.

● Ensure all company records are accurate and

complete

● Review record storage and disposal methods.

Preparing the Audit Report
Mark (✓
✓) Date of
when Step required Completion Additional
completed Notes
● Summarize audit findings, including areas of
non-compliance.

● Provide feedback on corrective actions with a

timeline for implementation.

● Present the final report to senior management

and the board.

Disclaimer: The content provided is for general

informational purposes only and may not be accurate,
complete, or up-to-date. We make no warranties regarding the
accuracy or reliability of the information. The content is
solely created to serve as a reminder for employers and
managers.
 Training and Development Checklist

Company Name: ____________________ Department: ________________________

Pre-training Planning
Mark (✓
✓)
when Step required Additional
completed Notes
Conduct a training needs assessment with peer reviews and
previous performance appraisals.
● Make a list of the skills and behaviors that need to be
addressed.
● Create a profile for all employees involved in the training
program.
Set measurable training goals in alignment with company
goals.
Choose the type of training method i.e. e-learning, on-the-
job training, seminars, or workshops.
Assign instructors for the training plan.
Create a detailed schedule for the training program.
Prepare content for the training i.e. slides, handouts,
activities.
Ensure the required technology and infrastructure are
available.

Inform all employees concerned with a formal

announcement.

Provide employees with pre-training materials. (if

required)

Implementing the Training Programme

Mark (✓
✓)
when Step required Additional
completed Notes
 Follow the training schedule as planned.
● Engage employees with question/answer sessions and
interactive activities.
Ensure a supply of additional training materials/resources.

Monitor employee participation and performance as the

training programme proceeds.

Post-Training Follow-Up
Mark (✓
✓)
when Step required Additional
completed Notes
Gather feedback to measure training effectiveness from
employees.

● Assess if the training objectives were achieved.

● Measure changes in employee productivity and behavior
with KPIs.
Provide continued support and mentoring to employees.
Review and revise training content based on feedback.
 Employee Offboarding Checklist

Employee’s Name: _________________________ Company’s Name:___________________

Department: ______________________________ Designation: ________________________

Date of Departure: __________________________

Complete the following documentation:

Mark (✓
✓) Date of
when Step Required Completion Additional
complete Notes
● Secure a written notice to confirm
employee termination/resignation/
retirement
● Prepare a termination letter (if
applicable)
● Provide a letter of acceptance for
employee resignation (if applicable)

Calculate employee’s final wages

including:

● Unpaid monthly wage

● Overtime
● Leave entitlements
● Benefits
● Severance pay (if applies)
● Tax deductions

● Notify SOCSO and EPF of employee

resignation/termination
● Submit Form CP22 to LHDN to avoid
tax liabilities

Retrieve company assets including:

Mark (✓
✓) Date of
when Step Required Completion Additional
complete Notes
● Electronic devices including laptops,
mobile devices etc
● Employee Company ID
● Access cards
● Security pass
● Office keys
● Company vehicle (if applied)
● Company uniform/s

Revoke employee access to:

Mark (✓
✓) Date of
when Step Required Completion Additional Notes
complete
● Company cloud services
● Company email
● Company software
● Shared accounts
● Company database

Arrange exit interview:

Mark (✓
✓) Date of
when Step Required Completion Additional
complete Notes
● Send employee exit interview form
● Schedule the date and time with the
employee for the interview
● Hold exit interview with employee
● Review employee feedback from exit
interview and exit interview form
● Improve exit interview process with
received feedback, if necessary

Update internal systems:

Mark (✓
✓) Date of
when Step Required Completion Additional
complete Notes
● Update the company’s organizational
chart
 ● Remove employee from payroll list
● Update company directory
● Remove employee from time tracking
app
● Redirect employee’s phone calls and
emails

Arrange role transfer:

Mark (✓
✓) Date of
when Step Required Completion Additional
complete Notes
● Discuss any pending tasks/projects with
the employee
● Compile all information related to the
employee’s tasks in a document
● Arrange a session to transfer roles and
responsibilities to fellow team members
● Delegate tasks that require urgent
attention to relevant colleagues
● Discuss pending project milestones and
deadlines
● Inform clients of employee’s departure
with a professional notice (if required)
● Arrange client meeting with new contact
for a smooth transition of communication
(if required)

Conclude the off-boarding process with the following:

Mark (✓
✓) Date of
when Step Required Completion Additional
complete Notes
● Provide the employee a reference letter,
if requested
● Send the employee a formal farewell
email
● Announce employee departure with an
email to company members
● Arrange a farewell tea/dinner (if applies)
● Maintain accurate record of employee
off-boarding
● Mark employee as inactive on HR
systems
Disclaimer: The content provided is for general informational
purposes only and may not be accurate, complete, or up-to-date. We
make no warranties regarding the accuracy or reliability of the
information. The content is solely created to serve as a reminder for
employers and managers.
complete, or up-to-date. We make no warranties regarding the
accuracy or reliability of the information. The content is
solely created to serve as a reminder for employers and
managers.