A quarterly HR audit of rosters, records, policies, exits and engagement.
An HR store visit audit template is the checklist an HR Executive uses on a quarterly visit to confirm that a store treats its people the way the brand's policies say it should. It covers rosters and attendance, weekly offs and overtime, personnel records, ID cards and uniforms, training, the POSH notice and grievance log, exits, incentive communication and a short engagement conversation with staff. The HR Executive fills it during the visit, speaking to the manager and at least three staff members, and the Regional Head reviews the scored audit. Three items are fatal because they are legal or safety failures. Every failed item raises a ticket with an owner and a deadline, and the score is read next to the store's selling score.
Free. No form. The workbook has the same columns as the table below, with the score formula and a fatal-item check in place.
Score = weight of items answered Yes ÷ weight of items not marked N/A, out of 100. Pass mark 85. A failed fatal item caps the score at zero and raises a ticket to the regional head.
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 1 | Roster published | Is the current week's roster displayed in the staff area and does it match who is actually on the floor today? | Yes / No / N/A | Required | 3 | Roster displayed for the week, names and shifts match the people present during the visit. |
| 2 | Attendance matches records | For three sampled days, does the attendance record match the biometric or app punch data? | Yes / No / N/A | No | 4 | Three sampled days match with no manual overrides unexplained or unsigned by the manager. |
| 3 | Weekly offs given | Has every staff member had at least one weekly off in each week of the last month? | Yes / No / N/A | No | 4 | Every person has a weekly off each week, festive-season swaps recorded and compensated. |
| 4 | Overtime recorded | Is overtime recorded against the roster and paid or compensated as per policy? | Yes / No / N/A | No | 3 | Overtime hours logged with dates, approved by the manager and visible in the last payroll. |
| 5 | Shift length and breaks | Are shift lengths and meal breaks within policy, with no double shifts on the roster? | Yes / No / N/A | No | 3 | Shifts within policy hours, a meal break shown for every shift, no back-to-back doubles. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 6 | Personnel files complete | For three sampled staff, are the appointment letter, ID proof, age proof and bank details on file? | Yes / No / N/A | No | 3 | All three files complete and current, copies legible, joining dates match payroll. |
| 7 | No underage staffFatal | Is every person working in the store, including helpers and housekeeping, confirmed to be eighteen or older? | Yes / No / N/A | No | 5 | Age proof on file for every worker, including contract housekeeping and security staff. |
| 8 | Wages paid on timeFatal | Were last month's wages credited to all staff by the due date, with payslips available? | Yes / No / N/A | No | 5 | Salary credited by the due date for every person, payslips available on request. |
| 9 | Establishment registration displayed | Is the Shops and Establishments registration certificate displayed and valid for the current headcount? | Yes / No / N/A | Required | 4 | Certificate displayed, valid, store address and headcount band correct. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 10 | ID cards issued | Does every staff member on the floor have a company ID card with a current photo? | Yes / No / N/A | No | 2 | Every person has an ID card, including new joiners and contract staff. |
| 11 | Uniform issue register | Does the uniform issue register show sets issued to every current staff member in the last year? | Yes / No / N/A | Optional | 2 | Register shows sizes and dates for every current staff member, signed on issue. |
| 12 | Uniform condition | Are the uniforms worn today in good condition, with no one buying their own replacements? | Yes / No / N/A | No | 2 | Uniforms clean and fitting, no staff member paying for replacements from their own pocket. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 13 | Induction completed | Have all joiners in the last quarter completed the onboarding checklist including the safety briefing? | Yes / No / N/A | No | 4 | Every recent joiner has a closed onboarding checklist with the thirty day sign-off. |
| 14 | Product training records | Are product and campaign training records current for this season's range? | Yes / No / N/A | No | 3 | Training attendance recorded for this season, absentees trained within two weeks. |
| 15 | Training hours logged | How many training hours per person has the store logged this quarter? | Number | No | 2 | An hours figure per person from the training log, not an estimate from the manager. |
| 16 | Repeat grooming misses | Have staff with repeat grooming or conduct misses been given coaching, with notes on file? | Yes / No / N/A | No | 2 | Coaching notes on file for each repeat case, with dates and agreed next steps. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 17 | POSH notice displayedFatal | Is the POSH notice with Internal Committee names and contact numbers displayed where staff can read it? | Yes / No / N/A | Required | 5 | Notice displayed in the staff area, committee names and numbers current, in Hindi and English. |
| 18 | Grievance log | Is the grievance log maintained, with each entry closed or escalated within the policy timeline? | Yes / No / N/A | No | 4 | Every grievance logged with date and outcome, none open beyond the policy timeline. |
| 19 | Holiday list and notices | Are the holiday list, working hours and statutory notices displayed in the staff area? | Yes / No / N/A | Required | 2 | Current year holiday list and working hours displayed, notices not torn or out of date. |
| 20 | Staff aware of HR contact | Do three staff members know how to reach HR directly without going through the manager? | Yes / No / N/A | No | 3 | All three name the HR contact or helpline number without looking it up. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 21 | Exit interviews done | Was an exit interview done and recorded for every leaver in the last quarter? | Yes / No / N/A | No | 3 | Exit interview recorded for every leaver, reason for leaving in their own words. |
| 22 | Full and final settled | Were full and final settlements for last quarter's leavers paid within the policy timeline? | Yes / No / N/A | No | 3 | Every leaver settled within the timeline, deductions explained, ID card and uniforms returned. |
| 23 | Attrition reasons noted | What were the main reasons for leaving this quarter, as heard in exit interviews? | Text | No | 2 | Two or three reasons in plain words, with how many leavers gave each one. |
| # | Item | Audit question | Answer | Photo | Weight | What good looks like |
|---|---|---|---|---|---|---|
| 24 | Incentive scheme communicated | Can three staff members explain the current incentive scheme and their own target in their own words? | Yes / No / N/A | No | 3 | All three explain how incentives are earned and name their own target for the month. |
| 25 | Incentive payout accuracy | Did last month's incentive payouts match the scheme and the sales records? | Yes / No / N/A | No | 3 | Payouts match the scheme and sales data, disputes logged and resolved. |
| 26 | Staff welfare basics | Do staff have drinking water, a clean staff washroom and a place to sit during breaks? | Yes / No / N/A | Required | 3 | Drinking water, a clean washroom and a seated break area available to every shift. |
| 27 | Engagement conversation | After a private conversation with at least three staff, how would you rate their engagement? | 1 to 5 | No | 3 | Rated after private talks, with the main concern heard noted in the remark. |
| 28 | Actions agreed | What actions did you agree with the Store Manager before leaving the store? | Text | No | 2 | Each action listed with an owner and a date, matching the tickets raised. |
Loaded into BorentisOps, each required photo is live, GPS and time-stamped, so a photo from yesterday or another store does not pass. Where the brand has a docket or display standard, Drishti scores the photo against it and marks the misses. Every fail raises a ticket with an owner and a deadline, and the regional head sees the store on a heat map before the next visit.
The checklist runs offline and syncs when signal returns, in Hindi, English and Hinglish, and the operations score sits next to the store's selling score from Borentis Floor on one store card. Pricing is per store, so every hr executive and staff member in the store is on the app.
Quarterly is the usual rhythm for a full audit, with extra visits after a spike in exits, a grievance or a new store opening. Each visit takes about ninety minutes: half with the manager and records, half on the floor speaking to staff away from the manager. Visiting less often than quarterly tends to leave payroll and roster problems unnoticed until someone resigns.
Three: anyone working in the store under eighteen, wages not paid by the due date, and a missing POSH notice with Internal Committee details. Each is a legal failure that puts the staff and the brand at risk, so a fail caps the audit at zero and raises an immediate ticket to the Regional Head. Everything else costs marks and gets a ticket with a deadline.
No. Speak to at least three staff members privately, ideally including a new joiner and someone with more than a year in the store. Staff speak more openly when the manager is not in the room. Record the rating and the main concern, not who said what, so the conversation stays safe for the people who spoke up.
Yes. The Excel download keeps the same columns BorentisOps uses: section, item, question, answer type, photo rule, weight, fatal flag and the note on what good looks like. It imports as a checklist, and a Borentis onboarding person maps the filled-by and reviewed-by roles to your people and assigns it to your stores. The scale and text items import as they are, so engagement ratings and agreed actions carry across.