HR Technology & 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.
Phased Offboarding Job Aid Use this job aid as a guide in planning and implementing a phased offboarding program for departing employees.
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.
Generative AI Workbook Use this workbook to assist in the generative AI evaluation and implementation process for HR and the organization.
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.
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.

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