Checklist of over 105 Human Resources M&A Activities
Cross Border Version
Revisit with Legal when we should kick off policy subgroup
Understand handbook approach (global vs. local)
Read/compare global handbooks
Meet with Legal to vet subgroup formation to review/cross-check all policies
Make decision: One global handbook with local appendices or global template with local handbooks
Reference facilities/site-specific information in handbook
Make decisions on variances in global handbooks (relationships with communities, mental well being, criminal convictions)
Reconcile the two companies' handbooks and create new one
Prepare for a unified interim induction plan for new hires hired after Day 1
Compare all pre-hire, day 1 and post-hire processes
Determine new processes moving forward in interim state, aligning processes and collateral where possible
Determine and implement common process for employee onboarding
Share talent management strategy/philosophy
Determine how goals will be handled - process/system/timeline/leader training, etc.
Determine performance management approach - performance ratings, frequency, competencies, process, training, etc.
How will 2029 comp cycle be handled - preparation and approval process, timelines, systems, leader training, etc.
Perform side-by-side comparison of competencies of companies
Coordinate relevant changes to competencies and any changes as a result of the culture workstream ...
The rest of the file in Excel can be downloaded by Merger Integration Certification Workshop attendees and MergerIntegration site subscribers.
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