HR Operations - Tools & Templates

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.

Open-Ended Response Data Cleaning and Coding Template

Use this tool to clean and code responses to open-ended diagnostic/survey questions.

Focus Group Data Template

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

HR Budget Business Case Presentation Template

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

HR Budgeting Workbook

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

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 Policy Effort Assessment Tool

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

Crisis Communication Guides

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

Voluntary Departure Letter Template

Use this template to provide voluntarily departing employees with key information prior to leaving the organization.
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