HR Call Auditing Template

HR CALL AUDITING TEMPLATE

Personal Information

Position Information

Employment History (Most recent first)

Education

Professional References (3)

Legal Disclosures

At-Will Employment: Employment with the company is at-will, meaning either the employee or the employer may terminate the employment relationship at any time, with or without cause or notice, unless otherwise expressly agreed in writing by an authorized representative of the company.

Equal Employment Opportunity: The company provides equal employment opportunity to all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, or any other protected characteristic under applicable law. All employment decisions are based on business needs, job requirements and individual qualifications.

Applicant / Employee Certification & Authorizations

I certify that the information contained in this form is true, complete, and accurate to the best of my knowledge. I understand that omission or misrepresentation of facts may result in disciplinary action up to and including termination. I authorize the company to contact my previous employers and listed references and to conduct background checks, including employment verification and checks permitted by law, in connection with employment and ongoing personnel actions.

Call Audit Details

Audit Date:    Auditor Name:

Employee Name:    Employee ID:

Call Date:    Start Time:    Duration:

Call Type:    Recording ID:

Disposition / Outcome:

Audit Checklist — Compliance & Performance

Proper greeting and company identification

Customer authentication completed (if required)

Adherence to required script and disclosures

Professional tone, pace, and clarity

Active listening and accurate summarization of issue

Appropriate resolution steps and confirmation of customer satisfaction

Proper hold procedure used and explained to customer

Escalation followed when required

Compliance & Regulatory Checks

Recording consent obtained and announced when required

Required privacy disclosures provided

PCI / payment information handled in accordance with policy

Scoring (Numeric)

Communication Score (0-100):    Compliance Score (0-100):

Resolution / Outcome Score (0-100):    Overall Weighted Score:

Scoring Notes:

Development Plan & Follow-Up

Acknowledgment

By signing below, the auditor certifies that the audit was conducted in accordance with company audit procedures and that the scores and comments reflect the auditor's observations. By signing, the employee acknowledges receipt of this audit, understands the evaluation, and has had the opportunity to discuss the findings. Employee signature does not necessarily indicate agreement with the assessment.

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