F-HR18 Employee Screening Checklist
File Reference : F-HR18 Employee Screening Checklist
Date File Updated 10-07-26
File Format MS Word
No. of files 1
Category HR Form Templates
Tags: ISO 9001, UK GDPR, screening, right to work, recruitment, HR, background checks
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A useful form template to help you complete screening checks before hiring new employees. The form assesses areas such as; right-to-work, background checks, references, driver checks, medical and additional checks.

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This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:

  • Form number and title
  • Information-classification
  • Version
  • Page number / total pages
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Further Reading
Further Reading

Further guidance on recruitment checks and data protection:

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To get access to this file please click on Add to Cart to purchase for immediate download. If you have an alphaZ Subscription just click on Download Files to view all the files available to download. This form is also included in the ISO 9001 Toolkit and the GDPR / Data Protection Toolkit, and in every alphaZ ISO toolkit that covers managing people, so the toolkit route gives you this file plus everything else you need in one download.

Implementation Support
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If you'd like hands-on help setting up your pre-employment checking process, or your wider management system, our remote support services provide direct expert input from our team, by the day, by project, or on an ongoing basis.

File Formats

Employee Screening Checklist Template

An employee screening checklist for recording which pre-employment checks have been completed for a new starter. It works through identity and right-to-work, references, qualifications and other background checks, with space to note who completed each one and when.

A completed checklist is the evidence that your screening actually happened, not just that you asked for information. It gives you a clear right-to-work and vetting record and supports the recruitment records a management system aligned with ISO 9001 expects you to keep.

Built for Evidence that Checks Were Done

The checklist captures what you need to show screening is complete:

  • Who completed the checks and when, for which employee and position
  • Identity and right-to-work checks - passport, address evidence and legal right to work
  • Whether payroll information and forms have been completed
  • A tick-and-note format so each check is signed off as done

What's Included in this Employee Screening Checklist

The checklist is set out so each check can be recorded as it is completed:

  • Header - checks completed by, date, employee name and position
  • Identity and right to work - mandatory checks on identity, address and right to work, with copies saved
  • Further checks - references, qualifications and other background checks, each marked complete with notes

Who Needs an Employee Screening Checklist?

Any employer that carries out pre-employment checks needs a record that each one was completed - it is the proof behind your right-to-work and vetting obligations. It suits any small or growing business, and supports the creation of recruitment records. Treat the completed checklist as confidential personal data.

Pairs with the Employee Screening Form

The checklist tracks the checks; the detail behind them is gathered on the F-HR17 Employee Screening Details form, so the two are designed to be used together.

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