HR Technology & Operations - Tools & Templates

HR Shared Services Playbook

Use this tool to record HR shared services planning details and decisions.

HR Shared Services Business Case Template

Use this template to compose a compelling business case to gain executive buy-in and support for a tailored HR shared service model.

HR Services: Manager Satisfaction Survey Tool

HR satisfaction surveys provide valuable feedback on the quality of your management-facing HR services. This tool will help you measure service levels across different HR...

HR Services: Employee Satisfaction Survey Tool

HR satisfaction surveys provide valuable feedback on the quality of your employee-facing HR services. This tool will help you measure service levels across different HR...

Task Analysis Framework Example

Use this example as a starting point to develop the HR Employee Task Analysis Survey.

Policy Receipt Acknowledgement Template

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

Policy Violation Letter Template

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

HR Policy Effort Assessment Tool

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

Policy Template

Use this template to draft comprehensive and consistent policies.

HR Budgeting Workbook

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