HR Technology & Operations - Tools & Templates

Focus Group Data Template

Use this tool to organize focus group session notes and code the responses.

AI Workbook

Use this workbook to assist in the 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.

Process Mapping Guide

Use this guide to understand process mapping best practices.

Crisis Communication Guides

Use these guides to create organizational communications that are calm and transparent and reinforce the business continuity plan.

Employee Departure Checklist Tool

Use this tool to document the necessary steps for both voluntary and involuntary turnover to ensure offboarding requirements are met.
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