Personnel File Checklist template
A form in the Personnel, Training and Competence procedure (PR12), mapped to ISO 15189:2022 clause 6.2. Fill it in whenever the task occurs. Used by the quality-management team.
FormISO 15189 · 6.2As needed
Calculated automaticallyRed = outside limits
Your LaboratoryPersonnel File Checklist | YL-QM-FRM-12-F01 v1.0
Record: Personnel File Checklist — October 2026
Employee NameR. Naidoo
Employee No.REF-26-001
Job TitleMedical Technologist
Date Started2026-10-01
| No. | Document Required | Present? (Y/N/NA) | Date Obtained | Expiry Date (if applicable) | Verified by | Date Verified | Comments |
|---|---|---|---|---|---|---|---|
| 1 | National Identity Document / Passport | 2026-10-01 | 2026-10-01 | S. Dlamini | 2026-10-01 | Within limits | |
| 2 | Birth Certificate | 2026-10-08 | 2026-10-08 | A. Mensah | 2026-10-08 | ||
| 3 | Educational / Academic Certificates (all) | 2026-10-15 | 2026-10-15 | L. Banda | 2026-10-15 | ||
| 4 | Professional Registration Certificate (Health Professions) | 2026-10-22 | 2026-10-22 | K. Otieno | 2026-10-22 | Within limits | |
| 5 | Valid Practicing Certificate (current year) | 2026-10-29 | 2026-10-29 | T. Moyo | 2026-10-29 | ||
| 6 | Curriculum Vitae / Resume | 2026-11-05 | 2026-11-05 | R. Naidoo | 2026-11-05 | ||
| 7 | Job Application / Appointment Letter | 2026-11-12 | 2026-11-12 | S. Dlamini | 2026-11-12 | Within limits | |
| 8 | Employment Contract | 2026-11-19 | 2026-11-19 | A. Mensah | 2026-11-19 | ||
| 9 | Code of Ethics / Impartiality Declaration (PR12-F03) | 2026-11-26 | 2026-11-26 | L. Banda | 2026-11-26 | ||
| 10 | Confidentiality Agreement | 2026-12-03 | 2026-12-03 | K. Otieno | 2026-12-03 | Within limits | |
| 11 | Orientation Checklist (PR12-F02) | 2026-12-10 | 2026-12-10 | T. Moyo | 2026-12-10 | ||
| 12 | Job Description (signed by employee) | 2026-12-17 | 2026-12-17 | R. Naidoo | 2026-12-17 | ||
| 13 | Medical / Health Certificate (Occupational Health) | 2026-12-24 | 2026-12-24 | S. Dlamini | 2026-12-24 | Within limits | |
| 14 | Police Clearance (where required) | 2026-12-31 | 2026-12-31 | A. Mensah | 2026-12-31 | ||
| 15 | References / Referee Letters | 2027-01-07 | 2027-01-07 | L. Banda | 2027-01-07 | ||
| 16 | Performance Appraisal Records | 2027-01-14 | 2027-01-14 | K. Otieno | 2027-01-14 | Within limits |
… 6 more rows continue on the next page
Sign-off
| Role | Name | Signature | Date |
|---|---|---|---|
| Completed by | |||
| Reviewed by |
Shaded cells are calculated automatically. Values in red are outside their limits. † marks a corrected value (see Corrections).
Controlled document. Printed copies are uncontrolled unless stamped.Page 1
A4 portrait · first page · showing 16 of 22 rowsExactly as LabToolkit Pro prints it — with your logo and colours
What it records
- Document Required
- Present? (Y/N/NA)
- Date Obtained
- Expiry Date (if applicable)
- Verified by
- Date Verified
- Comments
Sign-off
- Completed by
- Reviewed by
Related templates
- Personnel Orientation Checklist (PR12-F02)
- Code of Ethics, Impartiality & Confidentiality Declaration (PR12-F03)
- Personnel Training & Continuous Professional Development Plan (PR12-F04)
- Training Evaluation Form (PR12-F05)
- Competence Matrix (PR12-F06)
- General Competence Assessment Form (PR12-F07a)
- Management System Training and Competence Form (PR12-F07b)
- Departmental Technical Training and Competency Assessment (template for F07c–F07i) (PR12-F07c)
- Competency Assessment Form (PR12-F08)
- Personnel Authorization Matrix (PR12-F09)
- Authorised Signatures & Initials Log (PR12-F10)
- Work Schedule (PR12-F11a)
- Departmental Duty Roster (PR12-F11b)
- On-call Roster (PR12-F11c)
- Personnel Replacement Form (PR12-F12)
- Guide: ISO 15189 documentation checklist
Clause references are to ISO 15189:2022; check them against your licensed copy of the standard.