Tools & Templates

Stay Interview Guide

Use this guide to help managers conduct conversations with employees to gain insights into their level of engagement, satisfaction with job responsibilities, and intent...

Employee Departure Checklist Tool

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

Job Analysis Observation Form Template

Direct observation of incumbents performing the job being analyzed is a great method for collecting job information. Use this template to help develop an observation form...

Role Transition Plan Template

Use this template in conjunction with the Knowledge Transfer Job Aid to effectively track the transition between roles.

HR Metrics Library

This library consists of an extensive list of potential HR metrics that apply to all functions of HR. Use this library to find metrics that are applicable to your...

Competency Template

The Competency Template allows you to document all information pertaining to a given competency in one place, thus making storage and reference easier in the future.

Job Rotation Performance and Development Plan

Use this template to create a tailored development plan for job rotation participants.

Job Rotation Interview Guide and Assessment Template

Use this template to facilitate panel interviews of job rotation applicants.

Total Compensation Worksheet

Recruitment should be informed by a clear understanding of the full costs of current employees in relation to each new hire. Use this tool to calculate your employees'...

HR Action and Communication Plan

Use this template to establish the actions and communications required to implement the project.
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