HR Operations - Tools & Templates

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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.
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 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.
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.
Policy Violation Letter Template Use this template to draft an official policy violation letter once guilt of transgression is proven.
Crisis Communication Guides Use these guides to create organizational communications that are calm and transparent and reinforce the business continuity plan.
Exit Interview Template Use this template to gather feedback from voluntarily departing employees on the employee experience and the reasoning behind employee turnover.

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