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Grab Your Free HR File Audit Checklist

Keeping employee records in order isn’t just admin – it’s a compliance must. Missing paperwork can lead to legal risks, payroll issues, or problems during audits.

Our HR File Audit Checklist gives you a clear, step-by-step way to check whether your employee files are complete, compliant, and up to date.

What you’ll get:

  • A ready-to-use checklist covering every key section of an employee file.
  • Clear categories for personnel details, performance & development, compliance, pay & benefits, and termination.
  • Simple scoring so you can quickly spot gaps and take action.
  • Covers essentials like contracts, right-to-work checks, DBS results, training records, pay changes, and more.
  • A practical tool you can reuse across your workforce.

Why it’s useful:

  • Saves you time by showing exactly what to look for.
  • Helps you stay legally compliant and audit-ready.
  • Reduces risk by ensuring employee files are complete and accurate.
  • Provides a clear process that’s easy to share with your HR team.

We previously worked with a national HR provider that used call centres for their services, all very impersonal!

We heard about HR Caddy from a friend, we found them very approachable, practical and professional.

DANIEL KINSELLA, DIRECTOR
GLADSTONE CARPETS AND FLOORING

HR Caddy have supported my business for several years now and I can’t recommend them highly enough. In fact, I have recommended them to a number of my clients and they sing their praises too. 

They have written all of my company policies and contracts which provides me with great peace of mind. 

CLAIRE GADD

We have used HR Caddy for support for the past few years. They continue to provide excellent service helping us out when we have issue we want to sound off other.

All of the staff are friendly, professional and give excellent advice and practical steps. Highly recommend to businesses of all sizes.

JACK WEBB

We have used HR Caddy for 12 months and they have helped us enormously to ensure compliance and are a fantastic partner for our business.

Highly recommend them.

STEVEN BRAZIER

We have worked with HR Caddy for a number of years now and cannot fault the quality of advice, service or support. The approach is always to protect the business and the business owners whilst providing a fully supportive function to all staff at all levels.

They took care of all policy and procedure updates for us and removed the admin burden whilst supporting us to pilot innovative developments like the 4 day week. The best compliment I could pay is that they are very much an internal function to all of us.

FIONA TRENCHARD-DAVIES

As a company we have been using the services of HR Caddy for around 5 years and have always had an excellent professional service. No matter who we deal with we always get clear, concise & accurate advice.

The contracts, handbooks & policies are all of the highest quality and they have helped with disciplinary matters as well. Very highly recommend.

SAM GALE

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(because that’s just as important as what we do)

Just a few of our amazing clients

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I would not hesitate in recommending HR Caddy to my friends and other business owners as the service I receive has been fantastic.

Louise from HR Caddy has been very professional and always replies to my calls and emails in a very short time and nothing is too much trouble for her..

MICHAEL GILDERS, DIRECTOR
CARTERS ESTATE AGENTS

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