HR & Team
Onboarding checklists, performance reviews, leave requests, job descriptions and training logs.
88 templates
New Employee Onboarding Checklist
A first-day and first-week checklist covering paperwork, equipment, access and training.
Employee Performance Review
Rate competencies, capture strengths and goals, and collect signatures for a fair review.
Time-Off Request
Request leave with dates, type, cover arranged and a manager approval block.
Job Description
A ready-to-post role summary with responsibilities, requirements and how to apply.
Training & Certification Log
Track courses, certificates, completion and expiry dates with a total training-hours count.
Team Contact & Roles Roster
One page listing everyone on the team with their role, contact details and location.
Job Advert Template
Draft a job advert with role summary, responsibilities and requirements.
Interview Scorecard
Score a candidate on experience, skills, communication and culture fit.
Candidate Shortlist
Track candidates through screening, interviews, offers and outcomes.
Reference Check Form
Record reference responses on role, dates and re-employment.
Offer Letter Checklist
Work through everything needed to issue and confirm a job offer.
Probation Review Form
Review performance, teamwork and attendance at the end of probation.
One-to-One Meeting Notes
Capture progress, blockers, feedback and actions from a one-to-one.
Personal Development Plan
Set career goals, skills to develop and the support needed.
Training Attendance Log
Record who attended a training session and how they were assessed.
Leave Request Form
Request annual, sick or other leave with dates and approval.
Absence Record
Log absences with reasons, durations and documentation.
Overtime Record
Record overtime hours with rates and approvers, and total the hours.
Disciplinary Record
Document a disciplinary case from issue and investigation to outcome.
Grievance Form
Submit and record a workplace grievance and how it was handled.
Exit Interview Form
Capture why someone is leaving and what could be improved.
Offboarding Checklist
Work through everything needed when someone leaves.
Employee Handbook Acknowledgement
Confirm an employee has read and agreed to the handbook.
Health & Safety Induction
Induct a new starter on fire, first aid, hazards and protective equipment.
Staff Contact List
Keep staff names, roles, departments and contact details in one place.
Employee of the Month Nomination
Nominate a colleague with reasons, achievements and evidence.
Recruitment Tracker
Track vacancies, applicant numbers and hiring stage.
New Starter First Week Plan
Plan a new starter’s first week day by day.
Skills Matrix
Map who has which skills and where training is needed.
Job Evaluation Form
Score a role on knowledge, responsibility and problem solving.
Contractor Onboarding Checklist
Check contracts, insurance, induction and access before a contractor starts.
Role Description Template
Describe a role with purpose, duties, skills and conditions.
Person Specification Sheet
Define essential and desirable criteria for a role.
Application Screening Checklist
Screen applications against criteria and record decisions.
Interview Question Bank
Build a bank of interview questions by competency.
Second Interview Notes
Record second interview assessments and final recommendation.
Interview Scheduling Sheet
Schedule interviews with candidates, panels and rooms.
Candidate Communication Log
Log every message sent to candidates and their responses.
Job Offer Tracker
Track offers made, responses and start dates.
New Starter Checklist
Everything to complete before and during a new starter first week.
Onboarding Buddy Plan
Plan a buddy schedule for a new starter first weeks.
Induction Training Record
Record induction training modules completed by a new starter.
Probation Objectives Sheet
Set and review probation objectives with outcomes.
Performance Review Template
Structured review with ratings, achievements and development plan.
Self Assessment Form
Employees assess their own performance before a review.
Peer Feedback Form
Collect structured feedback about a colleague.
360 Feedback Summary
Summarise feedback from multiple reviewers by theme.
Objectives & OKR Tracker
Track objectives, key results and progress percentages.
Career Development Plan
Plan an employee career path with skills, actions and timeline.
Succession Planning Sheet
Identify successors and readiness for key roles.
Training Needs Analysis
Identify training needs by role and priority.
Training Plan Template
Plan training sessions with objectives, methods and dates.
Training Provider Evaluation
Score training providers on quality, value and outcomes.
Certification Tracker
Track staff certifications with issue and expiry dates.
Licence Renewal Tracker
Track professional licences and renewal deadlines.
CPD Hours Log
Log continuing professional development hours by activity.
Team Meeting Agenda
Agenda with items, owners and time allocations.
Team Charter Template
Define a team purpose, values, ways of working and roles.
Team Availability Planner
See who is available, on leave or remote each week.
Shift Rota Template
Build a weekly shift rota with roles and hours.
Shift Swap Request Form
Request a shift swap with the covering colleague and approval.
Flexible Working Request
Request flexible hours with proposed pattern and impact.
Remote Working Agreement
Agree remote working arrangements, equipment and expectations.
Return To Work Interview
Structured interview after a period of absence.
Maternity & Paternity Planner
Plan parental leave with dates, cover and keeping in touch days.
Compassionate Leave Record
Record compassionate leave granted with dates and approval.
Sabbatical Request Form
Request an extended period of leave with cover arrangements.
Holiday Planner Sheet
Plan annual leave across a team and check cover.
Bank Holiday Cover Sheet
Plan who works and who is off over public holidays.
Sickness Absence Review
Review absence patterns and agree support actions.
Wellbeing Check-In Form
Structured wellbeing conversation record with actions.
Employee Engagement Survey
Run an engagement survey and record the scores.
Staff Suggestion Form
Capture employee suggestions with response and outcome.
Long Service Award Tracker
Track service milestones and awards due.
Disciplinary Investigation Plan
Plan an investigation with allegations, evidence and interviews.
Appeal Hearing Record
Record an appeal hearing with grounds and outcome.
Redundancy Consultation Record
Record each consultation meeting and the points discussed.
Workplace Adjustment Form
Request and record workplace adjustments with review.
Whistleblowing Report Form
Record a confidential concern with handling notes.
Staff Exit Asset Return
Record company assets returned by a leaver.
Alumni Consent Form
Ask leavers whether they wish to stay in touch.
Résumé
A clean, printable CV with contact details, summary, work history, education and skills.
Cover Letter
A structured letter that opens with the role, shows why you fit and closes with a clear next step.
Resignation Letter
Give an employer written notice with your last working day, notice period and handover notes.
Job Application Form
A standard application form with contact details, work history, references and a declaration.
Résumé Template
A clean one-page résumé layout with summary, experience, education and skills sections.
Employee Information Form
Record an employee record: personal details, contact information, role and pay.
Employee Exit Checklist
A leaving checklist covering handover, returned equipment, access removal and final pay.