Mergers & Acquisitions- Human Resources Checklist

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MERGERS & ACQUISITIONS: HUMAN RESOURCES CHECKLIST Presented by Polley Insurance and Risk Management Date:

Review conducted by:

During a merger or acquisition, the entire structure of a company may experience massive changes. All working parts must undergo review, but one of the most important is human resources. Personnel information needs to be updated, daily functions may change and have to be reassigned, employee guidelines might need to be rewritten, etc. To make sure your company is not left in upheaval after a merger or acquisition transaction, review the following and update each item as needed.

MANAGEMENT Organization chart Management functions Employee handbook and policies Employee guidelines Employee contracts Employee directory

REVIEWED? YES

NO

COMMENTS

REVIEWED? COMPANY BENEFITS AND GUIDELINES Job descriptions Planned vacations Paid time off Benefits offerings Any fringe benefits Effective dates of plans/benefits

EMPLOYEE INFORMATION Employee personal information

YES

NO

COMMENTS ON CHANGES MADE

REVIEWED? YES

NO

COMMENTS

This checklist is merely a guideline. It is neither meant to be exhaustive nor meant to be construed as legal advice. It does not address all potential compliance issues with federal, state or local standards. Consult your licensed commercial property and casualty representative at Polley Insurance and Risk Management or legal counsel to address possible compliance requirements. © 2014, 2019 Zywave, Inc. All rights reserved.


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