GLOBAL HRSOLUTIONSFREE HR AUDIT

Practical guide

Preparing for a
useful HR review.

A little preparation helps the review focus on your real priorities.

Start with the business question

Write down what prompted the review. Perhaps your documents have fallen behind, managers are handling things differently, or the business is growing. Identify the two or three outcomes that would make the work useful.

Make a simple document inventory

List the contract templates, handbook, policies and onboarding materials you use. Note when they were last reviewed and who owns each process. You do not need to send everything before the scope is agreed.

Look at everyday practice

Consider how managers record absence, review probation and handle performance conversations. A written process only tells part of the story; understanding how it is used helps identify practical improvements.

Protect employee information

Keep initial examples anonymous. Avoid sending medical information, grievances or other sensitive employee records through a general enquiry form. Agree a suitable way to share any necessary documents once the work is scoped.

Agree the next step

Ask for clear priorities, ownership and a manageable sequence of actions. Some changes may be straightforward to handle internally; others may need more detailed support.

Discuss an HR review

A useful first conversation

What needs your
attention right now?

A specific issue, a growing business or a need for regular support. Let’s start with what matters to you.

Book a call