HR Operations - Tools & Templates

Employee Departure Checklist Tool

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

HR Metrics Library

This metrics library consists of a list of potential HR metrics. This list is not comprehensive and should be used as a starting point from which to select your own metrics.

HR Action and Communication Plan

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

Standard Internal Communications Plan

Use this template to document the plan for communicating anything internally to target audiences.

Exit Interview Template

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

Internal Communications Strategy Template

Use this template to create and document the internal communications strategy.

Editorial Calendar Template

Use this template to determine the type of content to be shared across social media platforms, assign content authors, and schedule content posts.

Knowledge Transfer Template

Use this template to ensure that job-related knowledge is not lost when employees leave the organization.

HR Policy Effort Assessment Tool

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

Audience Profile Template

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