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.

Organizational Culture Diagnostic

Assessing organizational culture is a difficult task as it deals with subjective opinions on somewhat intangible concepts. Use the Culture Diagnostic Tool to subjectively...

Job Analysis Observation Form Template

Direct observation of incumbents performing the job being analyzed is a great method for collecting job information. Use this template to help develop an observation form...

Role Transition Plan Template

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

Key Roles Succession Planning Tool

Succession planning mitigates the risk of lost knowledge by ensuring you consistently have the required skills and knowledge to meet business goals. Use this tool to...

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.

Performance Improvement Plan Template

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

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...

Authority Matrix

The Authority Matrix template can be used by managers to provide basic guidelines around decision-making boundaries. It ensures employees understand what is in and what...
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