HR Document Filing System Setup Checklist Form
HR Document Filing System Setup Checklist
Project Owner Name
*
First Name
Last Name
Department Responsible
*
Please Select
Human Resources
Administration
Finance
IT
Other
Primary Document Categories to be Filed
*
Employee Records
Payroll Documents
Benefits & Compliance
Recruitment & Onboarding
Training & Development
Other
Preferred Storage Method
*
Cloud-based System
On-premises Digital Storage
Physical Filing Cabinets
Hybrid (Digital + Physical)
Access Permission Levels
*
HR Staff Only
Department Managers
Executives
All Employees (Limited Access)
Backup & Disaster Recovery Plan in Place?
*
Yes
No
In Progress
Format of Documents to be Filed
*
Digital (PDF, Word, etc.)
Physical (Paper)
Estimated Go-Live Date
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Key Implementation Steps or Milestones
Additional Notes or Special Requirements
Submit Checklist
Should be Empty: