Checklist
Employee information checklist
Use this checklist when collecting or auditing employee records. It is written as generic HR practice — useful with spreadsheets or an HRMS. Dayzen notes appear only where product behavior is verified.
People-record checklist
Identity & contact
Legal name, preferred name, work email, phone, and emergency contact.
Employment identity
Employee ID, joining date, employment type (full-time, contract, intern, etc.).
Role & org
Department, designation/title, reporting manager, and work location.
Compensation basics
Pay structure references and effective dates as your finance process requires (keep sensitive details access-controlled).
Statutory / ID documents (as applicable)
Organizations often collect jurisdiction-specific IDs (for example PAN or Aadhaar in India). Collect only what policy and law require — this list is not legal advice.
Documents
Offer letter, ID proofs, contracts, and other employment letters stored in a controlled place.
Access & systems
Accounts needed for day-one work (generic IT checklist — not automatic provisioning claims).
Assets
Assigned equipment with serials and condition notes — see the asset handover checklist.
Compliance acknowledgements
Policy handbook and required SOP reads with dates.
Where Dayzen helps
Dayzen employee management profiles cover personal and job information, history, assigned assets, and documents. The add-employee wizard validates email, employee ID, PAN, and Aadhaar fields where used. Pair collection with the employee management process guide for operating rhythm.