HR Technology & Operations - Tools & Templates

HR Policy Needs and Priority Assessment Tool

Use this tool to perform a needs assessment as the first step to tackling the development of new policies or overhauling an existing policy portfolio.

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.

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.

Policy Template

Use this template to draft comprehensive and consistent policies.

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...
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