Set up your Client Toolkit


It's likely that as an HR Consultant, you have a specialty niche. For example, you may specialize in small business high tech  or insurance clients. Regardless of specialization, the truth is that over 85% of the HR you create for one client, is the same for another. 

It's also true that as much as you tell yourself you'll remember the latest and greatest changes you made to the templates from your last client, chances are you won't, and you end up with a bunch of unorganized templates without version control. You also need a central repository to add templates or make revisions/improvements when you're inspired by an HR news article or legislation change. 

Get Organized

Don't know where to start? Do it right the first time before you create that very first folder.

Start with The HR Toolkit's Master Toolkit Portal that makes it easy to organize and manage that re-usable 'same-same' so you don't have to hunt for files and latest versions of work.

Get organized with your own customized master 'plug-&-play' toolkit that you'll maintain and re-use over and over for each new client.  Invest the time now that will pay off significantly in the long run.

What you Get

A zip file that includes. 

  1. MASTER TOOLKIT 
    A set of folders and sub-folders to:
    1. Create:
      Initially create your own set of re-usable master templates that you'll download from our the  HR Toolkit Resource Center. Customize and edit them and insert your own logo and branding   This will become your Master Toolkit that will be used and re-used for future clients. 
    2. Maintain:
      When you work with a client and add a new template or make an improvement to a specific document, save a copy in your Master Toolkit folder. Maintain your master HR documents and changes in one place and re-use them for future clients. 
  2. CLIENT FILING SYSTEM
    A set of folders and sub-folders to instantly create your client's HR  folders and sub-folders that you'll copy to your client's server. This will become their filing system to organize their master templates (a master contract agreement template) and transactional HR ( a contract agreement created for Jane Doe). 

Just add clients and re-use! 

  • "Just a quick note to say thank you!  ConnectsUs HR toolkit is the perfect solution for our needs. The point and click application combined with the rich content of best practices gives us everything we need to create professional results.”

    Theresa Partlow | Director, Human Resources, Emeritus Assisted Living | Seattle, WA
  • "Rather than wasting countless hours reinventing the wheel, a lot of the leg work is done for you. Worth checking out. A real help if you need to get HR best practices in place in a short amount of time."

    Martina Page | Human Resources, ARC’Teryx
  • "Entirely straightforward!  Our Office Administrator basically took the templates and ran with them in a few days…professionally written using common language, and demonstrates significant and immediate value."

    Kent Toy | Director, Finance & Administration, Antarctica Systems
  •  "... covers all the bases and really do let us focus on fine-tuning an existing product to meet our needs instead of starting completely from scratch."

    Ed Anderson | President, Dyrand Systems
  • I just wanted to write to say that ConnectsUs HR™ for Consultants is truly a gift. I've been searching for this type of support with other service providers with no luck. The templates and Resource Center you have created are so helpful, and provide a comprehensive menu of topics, best practices and well-written content that would have taken months to create from scratch. In most cases, my clients don't want to wait long to see results. I am very thankful to have found your product that makes me look so good!

    Thank you again!

    A new and thankful customer

    Stacey Messner | Principle Consultant | staceymessner.com
  • "...Comprehensive, well-written and creative… provided us with a new perspective on what kind of best practices we should be implementing for existing and new employees... great value with instant return on investment."

    George Reznik | Chief Operating Officer & CFO, Infowave Software