MERGERS & ACQUISITIONS (M&A) HR CHECKLIST

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--- PRE-CLOSE HR DUE DILIGENCE ---
[ ] Due Diligence Start Date
[ ] Summary of Target Company HR Policies
[ ] Number of Active Employees
[ ] Target Company's Collective Bargaining Agreements (Yes/No) (Yes, No)
[ ] Copies of Key HR Documents (e.g., Handbook, Policies)
[ ] Pending Litigation - HR Related (Number of Cases)
[ ] Summary of Employee Demographics (Age, Gender, Ethnicity)

--- INTEGRATION PLANNING & STRATEGY ---
[ ] Define Integration Goals & Objectives
[ ] Identify Key HR Integration Priorities (Select all that apply) (Compensation & Benefits, Performance Management, Training & Development, HRIS Systems, Employee Handbook/Policies)
[ ] Integration Approach (e.g., Parallel, Phased, Full) (Parallel, Phased, Full)
[ ] Target Completion Date for Integration Planning
[ ] Estimated Budget for HR Integration Planning
[ ] Outline Communication Plan for Integration Strategy

--- EMPLOYEE COMMUNICATION & CHANGE MANAGEMENT ---
[ ] Initial Announcement Draft
[ ] Announcement Release Date
[ ] Communication Channels Used (Email, Company Intranet, Team Meetings, All-Hands Meeting, Other)
[ ] Key Messages to Employees
[ ] Employee Concerns Anticipated (Job Security, Benefits Changes, Reporting Structure, Company Culture, Other)
[ ] Town Hall Meeting Date (if applicable)

--- COMPENSATION & BENEFITS ALIGNMENT ---
[ ] Salary Scale Adjustment Factor
[ ] Benefit Plan Harmonization Approach (Full Integration, Phased Integration, Separate Plans (Short Term))
[ ] Effective Date of Salary Adjustments
[ ] Equity Plan Alignment Strategy (Convert Existing Options, New Grant, Cash Settlement)
[ ] Matching Contribution Percentage
[ ] Description of Benefits Changes

--- LEGAL & COMPLIANCE REVIEW ---
[ ] Date of Legal Review Commencement
[ ] Summary of Key Legal Risks Identified
[ ] Relevant Legal Areas Reviewed (Select all that apply) (Employment Law, Benefits Law, Contract Law, Data Privacy Law, Tax Law)
[ ] Number of Legal Counsel Hours Dedicated to Review
[ ] Upload of Legal Review Documentation
[ ] Overall Legal Compliance Risk Level (Low, Medium, High)
[ ] Date of Legal Review Completion

--- HR SYSTEMS & TECHNOLOGY INTEGRATION ---
[ ] Current HRIS System (Target Company) (Workday, SAP SuccessFactors, Oracle HCM Cloud, ADP Workforce Now, Other)
[ ] Current HRIS System (Acquiring Company) (Workday, SAP SuccessFactors, Oracle HCM Cloud, ADP Workforce Now, Other)
[ ] Description of Data Migration Strategy
[ ] Target Data Migration Completion Date
[ ] Estimated Number of Employee Records to Migrate
[ ] Data Modules to be Integrated (Core HR, Payroll, Benefits, Talent Acquisition, Performance Management, Learning Management)
[ ] Data Mapping Documentation

--- ORGANIZATIONAL STRUCTURE & REPORTING LINES ---
[ ] Describe the new organizational chart.
[ ] Reporting Structure Type (e.g., Functional, Matrix) (Functional, Matrix, Direct, Other)
[ ] Number of Management Layers
[ ] Explain rationale behind reporting line changes for key personnel.
[ ] Centralized vs. Decentralized HR Function? (Centralized, Decentralized, Hybrid)

--- CONTRACT REVIEW & TRANSITION ---
[ ] Contract Effective Date
[ ] Summary of Key Contract Terms (Target Company)
[ ] Contract Type (e.g., Employment, Consultant) (Employment, Consultant, Independent Contractor)
[ ] Contract Renewal Period (Years)
[ ] Uploaded Contract Document(s)
[ ] Termination Date (if applicable)
[ ] Notes/Comments on Contract Review

--- EMPLOYEE RETENTION & TALENT MANAGEMENT ---
[ ] Target Retention Rate (Key Talent)
[ ] Retention Incentive Programs Offered (Cash Bonus, Equity Grants, Extended Benefits, Promotion Opportunities, Mentorship Program)
[ ] Rationale for Key Talent Identification
[ ] Retention Offer Expiration Date
[ ] Retention Strategy Category (Individualized Conversations, Financial Incentives, Career Development, Cultural Integration)
[ ] Notes on Individual Retention Conversations

--- POST-CLOSE HR INTEGRATION & OPTIMIZATION ---
[ ] Employee Satisfaction Survey Score (Post-Integration)
[ ] Identified Areas for HR Process Improvement (Compensation & Benefits, Performance Management, Training & Development, Recruiting, HRIS Utilization)
[ ] Date of Final HRIS Integration Audit
[ ] Summary of Key Findings from HR Audit
[ ] Recommendations for Ongoing HR Optimization
[ ] Status of Integration Goals (On Track, Needs Adjustment, Off Track)

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