HR Operations - Tools & Templates

Policy Violation Letter Template

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

Audience Profile Template

Use this template to segment and profile audiences receiving internal communications.

HR Policy Needs and Priority Assessment Tool

Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.

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...

Internal Communications Audit

Use this template to collect data on the current state of internal communications.

Internal Communications Guide Template

Use this template to provide communicators across the organization with guidance on how to communicate effectively.

Phased Offboarding Tracking Template

Use the Phased Offboarding Tracking Template to assist in the employee offboarding process. It is designed to accompany McLean & Company's Phased Offboarding Job Aid.

HR Budget Business Case Presentation Template

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

Retirement Guide Workbook

Use this tool to capture information in one place as you work through the organizational retirement preparation guide.

Retirement Letter Template

Use this template to help retiring employees transition out of the organization by providing them with the necessary information needed to facilitate a smooth retirement.
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