HR Technology & Operations - Tools & Templates

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.

Audience Profile Template

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

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...

Project Roadmap Tool

Use this tool to create a project plan to support the roadmap and to prepare for technology selection and implementation.

Process Mapping Guide

Use this guide to understand process mapping best practices.

HR Policy Effort Assessment Tool

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

HR Services: Manager Satisfaction Survey

Use the HR Services: Manager Satisfaction Survey to collect valuable manager feedback on HR services to drive efficiency and ensure continuous customer service excellence...

Knowledge Transfer Template

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

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.
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