Free HR templates
Employee Relations Templates
Sensitive situations demand a consistent, well-documented process. These investigation, disciplinary, and grievance templates help you act fairly and keep the paper trail that protects everyone involved.
14 templates, each as a branded PDF and an editable CSV.
- Disciplinary Action Form TemplateA disciplinary action form that documents the incident, prior steps, expectations, and consequences so corrective action is consistent, fair, and legally defensible.form
- Employee Complaint FormAn employee complaint form to report harassment, discrimination, safety, or conduct concerns with the details HR needs to take action quickly and confidentially.form
- Employee Grievance Form TemplateAn employee grievance form that captures the complaint, desired outcome, and prior steps so HR can investigate fairly and resolve concerns through a clear process.form
- Employee Reference Letter TemplateThree sample reference letters (strong performer, neutral, early career), a facts checklist, and US/UK defamation, consent and retaliation rules.template
- Employee Relations Case LogAn employee relations case log to track grievances, investigations, and disciplinary cases in one place — with status, owner, and outcome for oversight and reporting.tracker
- Performance Counseling TemplateA performance counseling template to address underperformance constructively — clarifying expectations, root causes, support, and measurable goals before formal action.form
- Reasonable Accommodation Request FormA reasonable accommodation request form for ADA, PWFA, and religious requests: employee section, interactive-process log, medical questions, and decision.form
- Return to Work Interview TemplateA return to work interview template to welcome employees back after absence, confirm fitness for work, and arrange any support or adjustments they need.form
- Termination Letter TemplateA termination letter template with clear, respectful prose confirming the decision, reason, final pay, and next steps so the separation is documented and defensible.template
- Verbal Warning Documentation TemplateA verbal warning documentation template to record an informal first-step warning — the issue, the conversation, and expectations — so it counts in progressive discipline.form
- Workplace Conflict Resolution TemplateA workplace conflict resolution template to structure a mediated conversation between employees — surfacing issues, finding common ground, and agreeing next steps.template
- Workplace Incident Report FormA workplace incident report form with injury details, witness statement fields, a 5 whys root-cause section, corrective actions, and OSHA/RIDDOR deadlines.form
- Workplace Investigation TemplateA workplace investigation template covering scope, interviews, evidence, findings, and recommendations so HR runs fair, thorough, and well-documented investigations.template
- Written Warning TemplateA written warning template that records the issue, prior conversations, clear expectations, and consequences so formal warnings are fair, specific, and defensible.form