HR Operations - Tools & Templates

Exit Summary Template

Exit Summaries are short documents that help ensure all departing employees leave the organization with the necessary information about final pay, benefits, and contact...

Termination Logistics Tool

Use this tool to carry out and communicate terminations smoothly through thoughtful planning and consideration of the termination's impact.

Exit Interview Template

Use this template to gather feedback from voluntarily departing employees on the employee experience and the reasoning behind employee turnover.

Crisis Communication Guides

Use these guides to create organizational communications that are calm and transparent and reinforce the business continuity plan.

HR Policy Effort Assessment Tool

Use this tool to evaluate time required for policy development/revision to effectively outline a plan policy.

Policy Violation Letter Template

Use this template to draft an official policy violation letter once guilt of transgression is proven.

Policy Receipt Acknowledgement Template

Use this form to receive acknowledgement of distributed policies from new or current employees.

HR Budgeting Workbook

Use this workbook to capture key budgeting information in one place.

HR Budget Business Case Presentation Template

Customize this template to create a business case presentation for the HR budget to share with key stakeholders.

Focus Group Data Template

Use this tool to organize focus group session notes and code the responses.
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