01 / Establish the priority
- What has changed in the team, and what is difficult today?
- Which processes need attention: onboarding, leave, appraisals, exits or policy review?
- Who sponsors the work and who will use the output?
Illustrative working sample · People Setup
People health check brief
A scoping sheet for an initial people health check. It is not a legal audit or certification; specialist requirements and access are agreed for each engagement.
Quantum Leaps / Working exampleAdapt to your context
02 / Agree access and boundaries
- Name the client-managed systems and authorised access owners.
- Agree the minimum access needed, review steps and how access ends.
- Do not send employee records, payroll or appraisal histories through an initial website enquiry.
03 / Review the working process
- Compare the documented process with the way the team actually works.
- Record gaps, unclear responsibilities and specialist advice that may be needed.
- Prioritise actions by business need and agree owners rather than inventing a compliance score.
04 / Make the handover usable
- Agree a prioritised action list with owners and review dates.
- Identify the templates, induction material or training needed.
- Confirm what is included now, what is outside scope and what requires a separate specialist review.
Illustrative starter material. No client or candidate information is included. Keep completed documents in your own approved systems.