Forms & Procedures

• Performance Review Form
  Click on the performance Review form to download a Word document. 

• Performance Review Form - INSTRUCTIONS
  Click on these instructions (opens in a new window to view or save it to your desktop) to access a detailed guide that includes: 

  • How to complete each section of the form - step-by-step. 

  • An explanation of the performance ratings

  • Working with the Word document

  • The importance of performance reviews

  • The performance review process

  • Your performance review meeting

Job Description

You will regularly be asked to create or update your own job description. 

• Job Description Form Template. Written statement describing the responsibilities, success traits and education required for your position. Complete this form with the help of the accompanying Instructions Guide below. 
• Instructions Guide.  Provides step-by-step direction for completing your job description. 
• Completed Job Description Example. For reference, take a look at a completed job description to get a sense of the end result.  

List of Success Traits

Use the following list of success traits to complete your Job Description.   
List of Success Traits

Job Activity Log

A spreadsheet template that will help you record your individual job activities, including time spent on each activity over a period of time, the nature of the activity, and the perceived urgency of the activity.

• Job Activity Log (Excel). Written statement describing the responsibilities, success traits and education required for your position. Complete this form with the help of the accompanying Instructions Guide below. 
• Instructions Guide.  Provides step-by-step direction for completing your Job Activity Log. 

The job activity log is used in the following situations: 

• To provide you with data for your own personal use when you want to measure your own productivity and priorities.
• If needed, to provide input for a formal job description for your position. Completing the Job Activity Log ensures your manager, Blu, HR, and you all understand the requirements of the role. The activities you have documented are considered when writing the job description.
• To provide input to the annual review process. Completing the Job Activity Log ensures we have a solid understanding of how roles may be changing over time. This is especially important if we’re experiencing rapid growth as key responsibilities may be changing as frequently as every 3 to 6 months.
• You have asked for your position to be reviewed, or your manager or Blu is performing job analysis as part of a standard job evaluation process. Completing the Job Activity Log is key to understanding the day-to-day job activities associated with your position; without this document, we cannot accurately review and/or evaluate the role.

Recording of a Teleworker’s hours of work is not required, and Blu provides the Teleworker with flexibility in choosing their hours of work, subject to Core Hours.  The Teleworker is expected to be fully productive and provide their Manager with a Weekly Status Report provided below, that shall be completed every Monday morning for the preceding 7 days, outlining the Teleworker’s results, accomplishments, and learning for the week. 

MASTER TEMPLATE - Weekly Status Report

• Click to download the form in Word.
• Save a copy to your desktop
• Complete the form daily noting daily accomplishments and results
• Email a copy of your completed form to your manager every Monday covering the preceding 7 days (Monday to Sunday).

• Timesheet Template (Excel) Use this template to complete your weekly, bi-weekly or monthly timesheet in accordance with your employment contract. 
• Instructions Guide. (PDF) Provides step-by-step direction for completing your timesheet. 

• Absence, Vacation & Overtime Pre-Approval Form.   Save a copy of this template and complete the field to approve absences. 
• Instructions Guide.  Provides step-by-step instructions for procedures and completing the form.  

For employees to formally submit changes for personal information including their name, preferred pronouns, address, banking information, emergency contacts. 

For HR and managers to change employment information about an employee including title change, employment status, and  

• Employee Status Change Form. Save a copy of this template and complete the field to approve absences. 
• Instructions Guide.  Provides step-by-step instructions for procedures and completing the form.  

Exit Interview

You will be asked to participate in an online exit interview questionnaire.  

We kindly ask for your feedback regarding your work experience with us.We are committed to providing a positive work environment for our employees and this exit interview process provides a valuable source of information to assist us in assessing the overall quality of work-life. We would appreciate a few moments of your time to complete the following questionnaire.  Your responses will be treated with complete confidence and a summarized report of all exit interviews conducted will be provided to the senior management team periodically. Providing your name is optional and the link that was sent to you is not a unique link and is not tied to your name.

Return of Blu Materials

You will be asked to return all assigned materials to us.