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Free HR templates and tools

188 ready-to-use templates across the employee lifecycle — onboarding, performance, policies, recruiting and comp — each as a branded PDF and an editable CSV.

188 templates in 10 categories10 of them run on the page as calculators, with no sign-in

Free HR calculators

Work it out on the page. Each calculator shows its formula and sources.

Onboarding & Offboarding Templates

15 templates

  • New Hire Onboarding Checklist

    A complete new hire onboarding checklist covering pre-boarding, day one, week one, and the first 90 days so every joiner gets a consistent, welcoming start.

  • Employee Offboarding Checklist

    An employee offboarding checklist covering knowledge transfer, access revocation, final pay, and the exit interview so every departure is secure and respectful.

  • 30-60-90 Day Plan Template

    A 30-60-90 day plan template that turns onboarding into clear learning, contributing, and ownership goals so new hires ramp faster and managers can measure progress.

  • IT Onboarding & Provisioning Checklist

    An IT onboarding and provisioning checklist covering hardware, accounts, access, and security so every new hire is set up, secure, and productive on day one.

  • First-Day Welcome Email Template

    A first-day welcome email template for new employees with fill-in-the-blank copy covering logistics, agenda, and a warm welcome so day one starts on the right note.

  • Onboarding Buddy Program Template

    An onboarding buddy program template covering buddy selection, responsibilities, and a check-in cadence so new hires feel connected and ramp faster from week one.

  • Remote Employee Onboarding Checklist

    A remote employee onboarding checklist covering equipment shipping, virtual intros, async setup, and connection so distributed new hires feel included from day one.

  • Exit Interview Template

    45 exit interview questions grouped by theme, with notes on why to ask each set, an anonymous survey version, a sample write-up and a tracker for trends.

  • Manager Onboarding Checklist

    A manager onboarding checklist covering people, processes, systems, and stakeholders so newly hired or promoted managers ramp into leadership confidently in their first 90 days.

  • Probation Review Template

    A probation review template covering performance, behaviours, and a clear pass/extend/fail decision so managers can confirm new hires fairly at the end of probation.

  • IT Offboarding Checklist

    An IT offboarding checklist for revoking access, reclaiming equipment and licenses, and handing off data across every connected system when an employee leaves.

  • Resignation Letter Template

    Six resignation letter examples (two weeks' notice, short, immediate, retirement, new job, transition), US/UK/India notice rules, and an HR checklist.

  • Two Weeks Notice Letter Template

    Two weeks notice letter templates: standard, short, email, new job, health or family, more or less notice, rescinding, and a script for your manager.

  • Farewell Email to Colleagues Templates

    Nine farewell emails for colleagues, your team, your manager, clients, retirement and layoffs, plus subject lines, timing and notes for leavers.

  • New Hire Announcement Template

    Eight new hire announcement examples (team, company-wide, executive, remote, interns, LinkedIn, client), an info-gathering form and timing rules.

Performance Review & 1:1 Templates

12 templates

  • Performance Review Template

    A performance review form with goals, competencies, a 5-point rating scale and a filled-in example, plus mid-year, 90-day and quick-review versions.

  • Employee Self-Evaluation Template

    A self-evaluation template that helps employees reflect on achievements, challenges, and goals before a performance review with honest, evidence-based prompts.

  • 1-on-1 Meeting Agenda Template

    A reusable 1-on-1 meeting agenda template that keeps weekly manager check-ins focused on the employee, blockers, growth, and clear action items.

  • OKR Template

    An OKR template for setting one ambitious objective with measurable key results, so teams align on outcomes and track progress every quarter.

  • SMART Goals Template

    A SMART goals template that turns vague intentions into specific, measurable, achievable, relevant, and time-bound goals you can actually track.

  • Performance Improvement Plan (PIP) Template

    A fill-in PIP form with a complete sales example, goal examples for attendance and quality, a 30/60/90-day check-in log and three closing letters.

  • 360-Degree Feedback Template

    A 360-degree feedback template that gathers balanced input from managers, peers, and reports using consistent, behaviour-based questions and a clear rating scale.

  • 9-Box Grid Template

    A 9-box grid template for talent reviews that plots employees by performance and potential so you can plan development, succession, and retention.

  • Quarterly Performance Check-In Template

    A lightweight quarterly performance check-in template to review goal progress, give feedback, and reset priorities between formal reviews.

  • Manager Feedback Template

    A manager feedback template using the SBI model to deliver clear, specific, and kind feedback — positive or constructive — that people can act on.

  • Performance Calibration Meeting Template

    A performance calibration meeting template that helps managers align ratings across a team, remove bias, and reach fair, consistent decisions.

  • Performance Review Phrases by Competency and Rating

    Behavior-based performance review phrases for 10 competencies at exceeds, meets and needs-improvement levels, plus vague-to-specific rewrites.

HR Policy & Compliance Templates

29 templates

  • PTO Policy Template

    A paid time off (PTO) policy template covering accrual, requests, approvals, carryover, and payout so your time-off rules are clear, fair, and consistent.

  • Remote Work Policy Template

    A remote work policy template covering eligibility, hours, equipment, security, and expectations so distributed and hybrid teams operate consistently and securely.

  • Code of Conduct Template

    A code of conduct template defining expected behavior, ethics, conflicts of interest, and reporting so everyone understands the standards your workplace holds.

  • Employee Handbook Template

    An employee handbook template with ready-to-edit policy text for 16 chapters, a US legal checklist, CA/NY/IL supplements and an acknowledgment page.

  • Sick Leave Policy Template

    A sick leave policy template covering entitlement, notification, documentation, and pay so absences for illness are handled fairly, consistently, and compliantly.

  • Dress Code Policy Template

    A dress code policy template covering standards, examples, exceptions, and inclusivity so workplace attire expectations are clear, fair, and respectful of all employees.

  • Social Media Policy Template

    A social media policy template covering personal and professional use, confidentiality, and brand voice so employees represent your company responsibly online.

  • Anti-Harassment Policy Template

    An anti-harassment policy template defining prohibited conduct, reporting, investigation, and non-retaliation so your workplace stays safe, respectful, and compliant.

  • Bring Your Own Device (BYOD) Policy Template

    A bring your own device (BYOD) policy template covering eligibility, security, acceptable use, and support so personal devices access company data safely.

  • Expense Reimbursement Policy Template

    An expense reimbursement policy template covering eligible costs, limits, receipts, and approvals so business expenses are claimed and paid quickly and consistently.

  • Health and Safety Policy Template

    A health and safety policy template covering responsibilities, hazards, incident reporting, and emergencies so your workplace stays safe, compliant, and prepared.

  • Non-Compete Agreement Template

    A non-compete agreement template covering scope, duration, and consideration — with a prominent notice that non-competes are restricted or banned in many states.

  • Severance Agreement Template

    A severance agreement template covering pay, benefits continuation, and a release of claims — flagged for legal review since terms vary sharply by jurisdiction.

  • Employee Handbook Acknowledgment Form

    A short employee handbook acknowledgment form confirming an employee received, read, and agrees to follow the handbook — ready to file or store in an HRIS.

  • Employment Contract Template

    Clause-by-clause employment agreement with sample wording: at-will or notice period, pay, FLSA status, IP, restrictive covenants, UK and fixed-term notes.

  • Employee Confidentiality Agreement Template

    Employee NDA with the DTSA immunity notice, NLRA Section 7 and SEC whistleblower carve-outs, Speak Out Act limits, and return-of-materials terms.

  • Independent Contractor Agreement Template

    Contractor agreement with SOW, fees, IP assignment and insurance clauses, plus a classification checklist covering the IRS, DOL, ABC test (AB5), and IR35.

  • Acceptable Use Policy Template

    IT acceptable use policy covering devices, passwords and MFA, personal phones, generative AI tools, data classes, clean desk, and monitoring notice.

  • Emergency Action Plan Template

    OSHA 1910.38 emergency action plan with roles, assembly points, fire, weather, medical and active-threat procedures, a drill log, and a continuity section.

  • Attendance & Tardiness Policy Template

    Attendance policy template with a points system, tardiness rules, call-in procedure, rolling 12-month window, protected-leave exclusions, job abandonment.

  • Bereavement Leave Policy Template

    Bereavement leave policy: days by relationship, pay, travel time, reproductive loss leave, CA/OR/IL mandates, UK rules and a manager message.

  • Invention Assignment Agreement Template (IP Assignment)

    Employee invention and IP assignment agreement: full clauses, prior inventions schedule, state carve-out notices (CA, WA, IL, MN), UK and India notes.

  • Job Hazard Analysis & Risk Assessment Template

    Risk assessment and JHA template: OSHA 3071 steps, 5x5 risk matrix, hierarchy of controls, a worked pallet-unloading JHA and PPE certification.

  • Travel & Expense Policy Template (with Company Credit Card Policy)

    Travel and expense policy with 2026 GSA per diem and IRS mileage rates, a company credit card policy, approval matrix, receipt rules and worked examples.

  • Conflict of Interest Policy Template

    Conflict of interest policy with definitions, an examples table, a $100 gift limit, disclosure form, annual attestation, recusal rules and 990/SEC notes.

  • Outside Employment Policy Template (Moonlighting Policy)

    Moonlighting policy: disclosure and approval, prohibited outside work, DOT hours-of-service limits, overtime rules, California carve-outs, request form.

  • Remote Work Agreement Template

    A per-employee telecommuting agreement: schedule, work address, equipment, expense reimbursement, timekeeping, data security, trial period, exit terms.

  • Workplace Relationships Policy Template (Nepotism and Dating)

    Nepotism and workplace dating policy: who counts as a relative, disclosure duty, no direct reporting lines, power-differential rules and a consent form.

  • Workplace Safety Checklist (OSHA, Fire Drill & Ergonomics)

    OSHA compliance checklist with 1904 recordkeeping deadlines, a timed fire drill log, a workstation ergonomic assessment and a monthly walk-through.

Recruiting & Hiring Templates

24 templates

  • Job Description Template

    A structured job description template covering role summary, responsibilities, must-have vs nice-to-have requirements, and inclusive language to attract the right candidates.

  • Interview Scorecard Template

    A structured interview scorecard template with weighted competencies and a 1-4 rating scale so interviewers evaluate candidates consistently and reduce hiring bias.

  • Offer Letter Template

    A complete job offer letter with a filled-in sample, plus hourly, part-time, remote, sales, temporary and email versions and the clauses to check.

  • Candidate Screening Checklist

    A candidate screening checklist covering resume review, must-have criteria, and phone-screen questions so you shortlist consistently and fairly before interviews.

  • Structured Interview Guide Template

    A structured interview guide template with timed sections, competency-based questions, and rating prompts so every candidate gets a fair, consistent interview.

  • Recruitment Tracker Template

    A recruitment tracker template to manage candidates by pipeline stage, source, and status, with funnel metrics so you can spot bottlenecks and report on hiring.

  • Reference Check Template

    A reference check template with structured questions on performance, strengths, and rehire eligibility so you verify candidates consistently before extending an offer.

  • Candidate Rejection Email Template

    Professional candidate rejection email templates for every hiring stage, written to be kind, prompt, and brand-safe so declined applicants stay warm to your company.

  • Hiring Manager Intake Form

    A hiring manager intake form to align recruiter and manager on role requirements, must-haves, interview plan, and timeline before sourcing begins.

  • Interview Feedback Form

    An interview feedback form for interviewers to record evidence-based ratings, strengths, concerns, and a clear hire recommendation right after each interview.

  • Candidate Experience Survey

    A candidate experience survey to measure how applicants rate your hiring process, with rating-scale and open questions plus an NPS to improve your recruiting brand.

  • Employee Referral Program Template

    An employee referral program template covering eligibility, bonus tiers, payout timing, and a submission form so referrals are consistent and easy to run.

  • Background Check Consent Form Template

    A background check consent and disclosure form template built around FCRA's standalone-disclosure requirement — for review with counsel before use.

  • Job Description Templates by Role (11 Roles)

    Eleven ready-to-edit job descriptions, from chief of staff to warehouse worker, with duties, must-haves, typical FLSA status and a pay-range placeholder.

  • HR Job Description Templates (8 HR Roles)

    Job descriptions for 8 HR roles, coordinator to HR business partner, with level-appropriate scope, reporting lines, FLSA status and preferred credentials.

  • Employment Application Form

    A job application form with lawful work-authorization wording, a work history table and attestation, plus the questions many states forbid you to ask.

  • Behavioral Interview Questions Template

    40 behavioral interview questions across 8 competencies, with strong-answer signals, red flags, a 1-4 STAR rubric, situational variants and scoring sheet.

  • Internship Offer Letter & Agreement Template

    Paid internship offer letter and agreement: dates, hours, pay, learning goals, confidentiality and IP, plus the DOL unpaid-intern test and UK/India notes.

  • Job Offer Acceptance, Rejection & Counter Offer Letters

    Seven replies to a job offer: acceptance letter and email, polite decline, counter offer, negotiation email, asking for more time, accepting after talks.

  • Phone Screen Questions & Script

    A 25-minute phone screen script with 28 questions, knockouts, a scoring rubric, lawful pay and work-authorization wording, and questions never to ask.

  • Conditional Offer Letter Template

    Conditional offer letter with contingency clauses (background, references, drug test, license, medical exam), FCRA adverse action steps, fair chance rules.

  • Interview Schedule Template

    Interview schedule tracker with time zones, interviewers, focus areas and scorecard due times, plus two sample loops, a candidate itinerary and prep brief.

  • Job Posting Template

    A job posting template with two sample ads, pay range rules for 14 states and cities, EEO wording, words to avoid, and Google for Jobs fields.

  • Recruitment Plan Template

    Recruitment plan template with a hiring plan table, funnel math for 1 and 6 hires, a cost-per-hire example, time-to-fill targets and US compliance notes.

Compensation & Benefits Templates

23 templates

  • Salary Band Framework Template

    A salary band framework template to define levels, ranges, and midpoints so pay is consistent, market-aligned, and defensible across every role and team.

  • Compensation Review Tracker

    A compensation review tracker to run your annual pay cycle — track proposed increases, budget spend, compa-ratios, and approvals in one consistent place.

  • Total Rewards Statement Template

    A total rewards statement template that shows employees the full value of their package — salary, bonus, equity, benefits, and perks — in one clear summary.

  • Benefits Comparison Template

    A benefits comparison template to evaluate health plans, carriers, and vendors side by side on cost, coverage, and value before you renew or switch.

  • Salary Increase Letter Template

    A salary increase letter template to confirm a pay raise professionally — covering the new salary, effective date, reason, and a note of appreciation.

  • Bonus Plan Template

    A bonus plan template to design a clear, fair variable-pay program — defining eligibility, targets, metrics, payout formula, and timing in one document.

  • Pay Equity Audit Template

    A pay equity audit template to find and fix unexplained pay gaps — group comparable roles, control for legitimate factors, and document remediation defensibly.

  • Compensation Philosophy Template

    A compensation philosophy template to document how your company pays — market positioning, pay mix, transparency, and equity — in one clear, shareable statement.

  • Equity Grant Tracker

    An equity grant tracker to manage stock options and RSUs — track grants, vesting schedules, exercise windows, and remaining pool across every employee.

  • Merit Increase Matrix Template

    A merit increase matrix template to set fair, budget-aligned raises by mapping performance rating against position in band so every increase is consistent.

  • Benefits Enrollment Checklist

    A benefits enrollment checklist to run open enrollment smoothly — from plan setup and communications through employee elections and confirmation deadlines.

  • Direct Deposit Authorization Form

    A direct deposit authorization form for new and existing employees to set up or change where their pay is deposited, including split-account details.

  • Salary Increase Calculator (Raise, Compa-Ratio and Merit Budget)

    Raise calculator spreadsheet: percent-to-dollar raises, hourly-to-annual, compa-ratio, range penetration, a 3.5% merit pool split and mid-year proration.

  • Bonus Calculator Template

    Bonus calculator with target % of base, company and individual multipliers, partial-year proration, a team payout table, and FLSA and withholding notes.

  • Sales Commission Plan Template (with Commission Calculator)

    Sales commission plan template with OTE split, quota, accelerators, caps, clawbacks and draws, plus a tiered commission calculator and monthly tracker.

  • Severance Pay Calculator

    Free severance pay calculator: weeks per year of service with min and max, COBRA subsidy and PTO payout, plus UK statutory redundancy pay at the 2026 cap.

  • Employee Cost Calculator

    Calculate the true cost of an employee: salary, 2026 FICA, FUTA, SUTA, workers' comp, benefits, 401(k), equipment, and recruiting. $70,000 worked example.

  • Hourly to Salary Calculator

    Convert an hourly wage to annual, monthly, biweekly and weekly pay, or a salary back to hourly. Includes overtime, unpaid time off and a conversion table.

  • Pay Stub Template

    Employer pay stub template with current and YTD columns, the 9 items California Labor Code 226 requires, New York WTPA fields, and a sample that adds up.

  • Payroll Gross-to-Net Worksheet

    Gross-to-net payroll worksheet in order: pre-tax deductions, taxable wages, FICA, Additional Medicare, Pub 15-T withholding, post-tax items, net pay.

  • Prorated Salary Calculator

    Prorate salary for a mid-month start or exit by calendar days, working days, or the 2080-hour/260-day method. Worked examples, FLSA rules, UK/India notes.

  • Promotion Letter Template

    Promotion letter samples, an internal announcement email, a manager promotion request form, and pay checks for FLSA reclassification and pay transparency.

  • No Tax on Overtime Calculator

    Free No Tax on Overtime calculator: find the qualified overtime premium, the $12,500/$25,000 cap, the $150k/$300k MAGI phase-out and federal tax saved.

Culture & Employee Engagement Templates

15 templates

  • Employee Engagement Survey Template

    A ready-to-run employee engagement survey with validated questions across the drivers that move engagement, plus a 5-point scale and open comments.

  • Employee Pulse Survey Template

    A short, repeatable pulse survey to track engagement, sentiment, and momentum between your annual cycles — five core questions plus a rotating bank.

  • eNPS Survey Template

    A simple employee Net Promoter Score survey with the core 0–10 question, a follow-up 'why', and the exact formula to calculate and track your eNPS.

  • Employee Recognition Program Template

    A complete framework to launch an employee recognition program — recognition types, criteria tied to values, budget, channels, and a rollout plan.

  • Company Values Template

    A structured template to define, articulate, and operationalise company values — with the behaviours, anti-patterns, and rollout that make them stick.

  • Team Charter Template

    A team charter template to align a team on purpose, goals, roles, ways of working, and decision-making — the operating manual every team needs.

  • Employee of the Month Template

    A fair, repeatable employee of the month program — nomination form, scoring criteria tied to values, selection process, and an announcement template.

  • Culture Deck Template

    A slide-by-slide culture deck template to articulate your mission, values, and ways of working for candidates, new hires, and the whole team.

  • Stay Interview Template

    A stay interview template with a structured question bank to understand what keeps your best people — before they ever consider leaving.

  • New Hire 30-Day Survey

    A new hire 30-day survey to check how onboarding is landing — role clarity, support, belonging, and early red flags you can still fix.

  • Team Offsite Planning Template

    A team offsite planning template covering goals, agenda, budget, logistics, and follow-up so your offsite delivers connection and outcomes.

  • Work Anniversary Messages Template

    Work anniversary messages for 1 to 25+ years from managers, peers, and the CEO, plus a milestone recognition plan with budgets and a details sheet.

  • Diversity & Inclusion Survey Template

    46 diversity and inclusion survey questions on belonging, fairness, managers and voice, plus optional demographics, privacy rules and a gap sheet.

  • Employee Engagement Action Plan Template

    Turn engagement survey results into 2–3 focus areas and a dated action plan: priority grid, worked example, 'you said, we did' notes, 30/60/90 reviews.

  • Team Meeting Agenda Template

    A 45-minute weekly team meeting agenda and a 45-minute all-hands agenda with timeboxes, roles, pre-read rules, and decision and action logs.

Learning & Development Templates

13 templates

  • Individual Development Plan (IDP) Template

    An individual development plan template that turns career goals into specific skills, actions, and milestones so employees grow on purpose, not by accident.

  • Training Plan Template

    A training plan template that maps learning objectives, audiences, formats, and timelines so you can roll out training that actually changes behaviour.

  • Competency Framework Template

    A competency framework template defining the skills, behaviours, and proficiency levels for each role so hiring, development, and promotion stay consistent.

  • Career Path Template

    A career path template mapping levels, expectations, and growth criteria across IC and management tracks so employees can see how to progress.

  • Skills Matrix Template

    A skills matrix template that scores every team member against the skills your team needs so you can see gaps, plan training, and reduce key-person risk.

  • Training Needs Assessment Template

    A training needs assessment template that diagnoses skill gaps at the organisation, team, and individual level so you invest training budget where it counts.

  • Mentorship Program Template

    A mentorship program template covering goals, matching, the first meeting, and check-ins so you can run a structured program that actually sticks.

  • Learning & Development Budget Template

    An L&D budget template that plans spend by category and headcount, tracks actuals vs budget, and ties learning investment to measurable outcomes.

  • Onboarding Training Plan Template

    An onboarding training plan template that structures a new hire's learning across week one, 30, 60, and 90 days so they reach full productivity faster.

  • Leadership Development Plan Template

    A leadership development plan template that builds management and leadership capability through assessment, focused goals, experiences, and coaching.

  • Training Evaluation Form

    A training evaluation form that captures learner reaction, knowledge gained, and on-the-job application so you can prove and improve training impact.

  • Succession Planning Template

    A succession planning template to identify critical roles, name ready-now and ready-later successors, and close each candidate's readiness gap.

  • Training Log & Employee Training Record Template

    Individual training record, team training log and compliance matrix with refresher intervals for OSHA, harassment and safety training, plus retention.

Employee Relations Templates

16 templates

  • Disciplinary Action Form Template

    A disciplinary action form for every step, from a documented verbal warning to a final warning: incident, prior steps, expectations and consequences.

  • Written Warning Template

    A written warning template that records the issue, prior conversations, clear expectations, and consequences so formal warnings are fair, specific, and defensible.

  • Employee Grievance Form Template

    An employee grievance form that captures the complaint, desired outcome, and prior steps so HR can investigate fairly and resolve concerns through a clear process.

  • Workplace Investigation Template

    A workplace investigation template covering scope, interviews, evidence, findings, and recommendations so HR runs fair, thorough, and well-documented investigations.

  • Employee Complaint Form

    An employee complaint form to report harassment, discrimination, safety, or conduct concerns with the details HR needs to take action quickly and confidentially.

  • Workplace Conflict Resolution Template

    A workplace conflict resolution template to structure a mediated conversation between employees — surfacing issues, finding common ground, and agreeing next steps.

  • Return to Work Interview Template

    A return to work interview template to welcome employees back after absence, confirm fitness for work, and arrange any support or adjustments they need.

  • Performance Counseling Template

    A performance counseling template to address underperformance constructively — clarifying expectations, root causes, support, and measurable goals before formal action.

  • Termination Letter Template

    A termination letter confirms the last day, final pay and benefits. Samples for cause, performance, layoff, probation, job abandonment and contract end.

  • Employee Relations Case Log

    An employee relations case log to track grievances, investigations, and disciplinary cases in one place — with status, owner, and outcome for oversight and reporting.

  • Employee Reference Letter Template

    Three sample reference letters (strong performer, neutral, early career), a facts checklist, and US/UK defamation, consent and retaliation rules.

  • Workplace Incident Report Form

    A workplace incident report form with injury details, witness statement fields, a 5 whys root-cause section, corrective actions, and OSHA/RIDDOR deadlines.

  • Reasonable Accommodation Request Form

    A reasonable accommodation request form for ADA, PWFA, and religious requests: employee section, interactive-process log, medical questions, and decision.

  • Layoff Letter Template

    Four layoff letter samples (position elimination, RIF with severance, furlough, temporary layoff) plus WARN Act, state mini-WARN, and OWBPA checklists.

  • Progressive Discipline Policy Template

    A progressive discipline policy with four steps, a skip-step misconduct list, warning expiry periods, investigation and appeal rules, and at-will language.

  • Resignation Acceptance Letter Template

    Seven resignation acceptance letters: standard, shortened notice, garden leave, pay in lieu, after a declined counter-offer, rehire eligible, and email.

HR Operations & Admin Templates

23 templates

  • HR Audit Checklist

    A comprehensive HR audit checklist covering compliance, records, policies, payroll, and processes so you can find gaps and risks before they become liabilities.

  • Headcount Planning Template

    A headcount planning template that maps current roles, planned hires, costs, and timing by team so HR and finance can plan growth against budget with confidence.

  • Org Chart Template

    An org chart template that maps reporting lines, roles, and spans of control by team so everyone can see how the organisation is structured and where the gaps are.

  • Employee Information Form

    An employee information form that collects personal, employment, payroll, and emergency-contact details in one place so your HRIS and records start complete and accurate.

  • HR Budget Template

    An HR budget template covering payroll, benefits, recruiting, L&D, and tooling so you can plan and track the full cost of people operations against actuals all year.

  • Employee Records Checklist

    An employee records checklist covering every document a complete personnel file needs, where to store it, and how long to retain it so you stay organised and compliant.

  • HR Metrics Dashboard Template

    An HR metrics dashboard template tracking headcount, turnover, time-to-hire, cost-per-hire, and engagement so you can report on people performance with real numbers.

  • New Hire Paperwork Checklist

    A new hire paperwork checklist covering contracts, tax forms, eligibility verification, and policy sign-offs so every joiner is legally onboarded with nothing missed.

  • Employee Data Change Form

    An employee data change form to capture updates to personal, payroll, role, and contact details with approval and audit fields so HR records stay accurate and traceable.

  • HR Process Documentation Template

    An HR process documentation template (SOP) to capture purpose, steps, owners, systems, and edge cases so any HR process runs consistently no matter who's doing it.

  • HR Compliance Calendar Template

    An HR compliance calendar template mapping filing deadlines, audits, renewals, and reviews across the year so nothing legally required ever slips through the cracks.

  • Meeting Minutes Template

    A meeting minutes template for capturing attendees, decisions, and action items in any meeting — built with HR and people team meetings in mind.

  • Employment Verification Letter Template

    An employment verification letter confirms a person's job title, dates and, if asked, pay. Samples for mortgage, rental, visa, USCIS and proof of income.

  • Expense Report Template

    Expense report form with an itemized expense table, mileage log, IRS receipt and accountable plan rules, approval block, and state reimbursement law notes.

  • Employee Emergency Contact Form

    Emergency contact form with primary and secondary contacts, a voluntary medical section, ADA and GDPR privacy wording, and an HR refresh checklist.

  • Sign In Sheet Template

    Three printable sheets: training sign-in with OSHA record fields, a visitor log with badge and escort columns, and a daily attendance sheet with codes.

  • FTE Calculator

    Free FTE calculator: convert weekly hours for a mixed full- and part-time team into FTEs, then run the IRS 130/120-hour ACA count for ALE status.

  • Employee Turnover Rate Calculator

    Free turnover rate calculator: monthly, annual and annualized rates, voluntary vs involuntary, compared with 2025 BLS JOLTS rates. Plus a cost worksheet.

  • Mileage Log & Reimbursement Form

    IRS-ready mileage log and reimbursement form with the 2026 rates (72.5 cents to June 30, 76 cents from July 1), trip fields, examples and approvals.

  • Payroll Register Template

    Payroll register template with per-employee columns, a pay run that reconciles, employer taxes, GL and bank reconciliation, and FLSA/IRS retention rules.

  • RACI Chart Template

    RACI chart template with rules for Responsible, Accountable, Consulted and Informed, two filled examples (onboarding, HRIS rollout) and a blank grid.

  • Weekly Status Report Template (plus Daily Report)

    A one-page weekly status report and a daily report template, with RAG status rules, a filled People team example with real numbers, and writing tips.

  • Employee Directory Template

    Employee roster and directory template in CSV: company-wide directory, restricted HR roster, benefits census layout, and which fields to keep private.

Time, Attendance & Leave Templates

18 templates

  • Weekly Timesheet Template

    A weekly timesheet template with start, end, break, and daily total columns so employees can log hours accurately and managers can approve payroll in minutes.

  • PTO Tracker Template

    A PTO and vacation tracker for accruals, used days and balances by employee, with a 12-month annual leave planner and a monthly coverage check.

  • Leave Request Form Template

    A leave request form template employees can complete to request time off, with dates, leave type, and a manager approval section for a clean, auditable record.

  • Employee Attendance Tracker

    An employee attendance tracker for daily status, an absence log with return-to-work prompts, and Bradford Factor scoring to spot absence patterns.

  • Shift Schedule Template

    A free shift schedule template with a weekly 8-hour rota plus DuPont, 2-2-3 and 4-on-4-off 12-hour rotations, coverage math and overtime checks.

  • Overtime Tracker Template

    An overtime tracker template to log extra hours, multipliers, and approval status by employee so overtime is authorised, accurate, and paid at the right rate.

  • Bi-Weekly Timesheet Template

    A bi-weekly timesheet template covering two weeks of hours with daily, weekly, and period totals so employees and payroll stay aligned on a 14-day cycle.

  • Work From Home Request Form

    A work from home request form for employees to request remote or hybrid days, with schedule, setup, and manager approval fields for a clear, documented arrangement.

  • Overtime Pay Calculator

    Free overtime calculator: FLSA 1.5x after 40 hours, bonuses in the regular rate, California daily OT, double time and 7th-day rules. Weekly or biweekly.

  • PTO Accrual Calculator

    Free PTO accrual calculator: hours earned per pay period or per hour worked, with balance caps, carryover and a year-end projection, plus a ledger.

  • Employee Availability Form

    A weekly availability form for shift workers: hours by day, max hours, preferred shifts, school and second-job limits, change notice and scheduling laws.

  • Leave of Absence Request Form & Letter

    Leave of absence request form, personal and medical leave letter samples, and an HR checklist with FMLA notice deadlines and state paid leave notes.

  • Monthly Timesheet Template (plus Daily Timesheet)

    A 31-day monthly timesheet with meal breaks, weekly overtime subtotals, leave codes and sign-off, plus a daily timesheet and an October 2026 example.

  • FMLA Leave Tracker (Spreadsheet + Hours Calculator)

    FMLA tracking spreadsheet with notice deadlines, the four 12-month methods, intermittent leave in hours (40h vs 32h examples) and a sample policy clause.

  • Shift Swap Request Form (Schedule Change Request)

    Shift swap and schedule change request form with covering-employee sign-off, manager approval rules, an overtime check, fair workweek notes and a swap log.

  • Time Correction Form (Missed Punch & Timecard Correction)

    Missed punch and timecard correction form with employee attestation, supervisor approval, FLSA recordkeeping rules, a correction log and pattern checks.

  • Hours to Decimal Converter

    Free hours to decimal converter: turn hours and minutes into decimal hours for payroll, total a timesheet, and print a minutes to decimal time card chart.

  • 2027 Company Holiday Calendar Template

    US federal holidays for 2026 and 2027 with observed dates, a fill-in company holiday calendar, floating holiday rules and a holiday pay policy.