HR Technology & Operations - Tools & Templates

Project Roadmap Tool

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

HR Shared Services Playbook

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

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 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...

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.

Internal Communications Strategy Template

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

Exit Interview Template

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

Standard Internal Communications Plan

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