Tools & Templates

Stay Interview Guide

Use this guide to help managers conduct conversations with employees to gain insights into their level of engagement, satisfaction with job responsibilities, and intent...

Employee Departure Checklist Tool

Use this tool to document the necessary steps for both voluntary and involuntary turnover to ensure offboarding requirements are met.

Role Transition Plan Template

Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.

Competency Template

The Competency Template allows you to document all information pertaining to a given competency in one place, thus making storage and reference easier in the future.

HR Metrics Library

This library consists of an extensive list of potential HR metrics that apply to all functions of HR. Use this library to find metrics that are applicable to your...

Job Rotation Performance and Development Plan

Use this template to create a tailored development plan for job rotation participants.

Performance Improvement Plan Template

Use this template to help managers organize the process, document the employees' action plan, and track their progress.

Job Rotation Interview Guide and Assessment Template

Use this template to facilitate panel interviews of job rotation applicants.

HR Action and Communication Plan

Use this template to establish the actions and communications required to implement the project.

Metrics Workbook

Use this tool to identify audience needs, select metrics, and build an HR dashboard.
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