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DETAILS |
CONTRACTS & AGREEMENTS KIT
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Offer Form |
Ensures that all information about a candidate and position is consistently collected, summarized, and approved so that HR has the information they need to process an employment offer and agreement.
Keywords: approve hire, approval to hire |
Employment Agreement
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Specifies the terms and conditions of the relationship between your company and an employee.
Keywords: employee contract, employment contract
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Independent Contractor Agreement
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Specifies the terms and conditions of the relationship between your company and a contractor or consultant who is not an employee.
Keywords: contractor contract, service agreement, service contract
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Averaging Agreement |
Contractual agreement between an employee and your company that allows you to bypass overtime rates by averaging the employee’s hours of work over a period of 1, 2, 3, or 4 weeks, depending on the Province of employment. |
Hybrid & Remote Work Policy & Agreement
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Robust formal agreement used to set expectations for remote employees who work outside your company's premises.
Keywords:, hybrid work, remote worker, telecommuting, telecommute, telecommuter, remote office, work from home, working from home, telework, teleworking, teleworker
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Termination letter and Release
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Termination release and options for termination letters including lay-off, without prejudice, termination with cause, termination without cause, recall notice, termination after lay-off period. A release is signed by employee to protect your company from the risk of future legal action.
Keywords: Involuntary termination, fire, firing, letting go, let go, terminating an employee, terminate, sack, can, furlough, ax, axe, discharge, dismissal, dismiss,downsize, cut, cutback, downsizing, termination waiver
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Termination Authorization Form
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Calculates termination payments and all associated costs and outlines the authorization process for managers.
Keywords: Cost of firing, cost of termination, firing costs, termination costs
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Non-Disclosure Agreement for Exploratory Discussions
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Protects business interests in situations where confidential information may be shared during exploratory discussions with prospective candidates. Robust language around non-disclosure policy can be found in the Staff Policies section of any employee handbook. See Policies Search.
Keywords. Non disclosure
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Reference Check Request & Consent Script
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Email script used to obtain reference provider names and written consent from candidates to conduct reference checks.
Keywords: Reference check consent, reference checks consent, reference consent form, reference check consent form.
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Training Reimbursement Agreement
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Agreement for reimbursement terms and conditions by employee embarking on a training initiative that exceeds a company-determined cost ceiling.
Keywords: reimbursement contract, reimburse training costs, reimbursing training costs, reimburse training expenses, reimbursing training expenses, employee reimbursement, repayment of training costs, repayment of training expenses
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Delegate Confidentiality Agreement Script
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Agreement used when a manager needs to delegate work that may require access to sensitive or confidential information.
Keywords: sensitive information, confidential information, expose sensitive information, access to sensitive information, access to confidential information.
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Front Desk Service Agreement
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Includes clear protocols to be followed by front office & reception services. Used to educate staff on the protocol & service levels required for performing front desk & reception duties, and to obtain signed confirmation of their understanding.
Keywords: front desk employee, reception protocols, setting expectations for front desk workers, setting expectations for receptionist.
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EMPLOYEE MANUAL KIT |
Keywords: employee handbook, employee manual, orientation manual, staff manual, HR Manual, Office Manual |
Staff Policies Agreement (Employee Manual Acknowledgement Form)
Free Downloads
Unfortunately, employee manuals are excluded from free downloads.
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Signed by staff acknowledging that they've read, understood, and will adhere to your conduct policies.
Keywords: sign-off form, signed acknowledgment |
JOB DESCRIPTIONS KIT
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Pre-written job descriptions, consistently structured, formatted and written, that are common to most small businesses. |
Job Description Form Template
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Written statement of duties, responsibilities, success factors and qualifications associated with a position.
Keywords: position description, job requirements, job specification, position requirements, position specification
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Accountant job description |
Responsible for day-to-day operations of the Accounting department with an emphasis on financial reporting and compliance.
Keywords: bookkeeper, book keeper, auditor, financial
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Accounting Clerk job description
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Responsible for clerical and administrative accounting duties. General tasks include assisting with reporting, bookkeeping, research and resolving discrepancies.
Keywords: accountant, accounting, finance, clerk
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Controller job description
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Responsible for managing part or all of the Finance or Accounting department.
Keywords: Comptroller, Finance Director, Director of Finance, Accounting Manager
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Office Manager job description
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Organizes and coordinates office and facilities administration and procedures for day-to-day operations.
Keywords: office supervisor, administration manager, office administration
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Administrative Assistant job description
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Provides administrative support to a manager or department.
Keywords: administrator, executive assistant, secretary, PA, personal assistant, admin
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Receptionist job description
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Provides administrative support and responsible for reception, greeting and phone duties.
Keywords: front office
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Internal Help Desk Technician job description
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Troubleshoots and resolves hardware, software and other computer systems related issues.
Keywords: IT, technical support
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IT Manager job description
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Responsible for researching, advising, and implementing IT initiatives.
Keywords: Technical Manager, Technical Director, Director IT, IT Director
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HR Coordinator job description
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Supports HR Manager and responsible for operational and administrative HR, benefits, payroll.
Keywords: HR Generalist, Human Resources Assistant, HR Assistant, Staffing Coordinator, Staffing Assistant, HR Administrator
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HR Manager job description
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Recommends, creates and administers Human Resources best practices, services, and programs.
Keywords: Human Resources Manager, Talent Manager, Staffing Manager, HR Advisor, HR Generalist, HR Supervisor
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Recruiting Manager job description
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Sources, interviews and hires staff.
Keywords: Technical Recruiter, Staffing Manager, recruitment
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Health & Safety Manager job description
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Functional responsibilities for OHS initiatives.
Keywords: Safety Specialist, OH&S, Safety Inspector
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Sales Representative | Account Manager job description
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Prospects and closes sales and key liaison and representative for the customer relationship.
Keywords: Sales Associate, Account Representative, Client Manager, selling
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Sales Manager | Director | VP job description
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Maximizes sales results from sales team or geographic area.
Keywords: Sales job, selling
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Customer Service Representative (CSR) job description
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Acts as liaison between the business and its customers or clients.
Keywords: customer complaints, support specialist, service representative, customer service manager, customer experience manager
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Technical Customer Support Specialist job description
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Provides technical support to customers.
Keywords: Technical Support Manager, Service Desk Associate, Computer Technician
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Customer Service Manager job description
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Provides leadership and manages Customer Service team.
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Graphic Designer job description
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Creates and edits visual elements.
Keywords: graphics, multimedia
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Marketing Coordinator job description
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Supports the marketing team.
Keywords: Marketing Administrator, Marketing Generalist
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Product Manager job description
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Product expert who owns the product experience.
Keywords: product development, product roadmap, product launch, product marketing,
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Marketing Manager | Director job description
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Leads and manages the Marketing department.
Keywords: Marketing Director, marketing strategy, marketing plan
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CEO - Chief Executive Officer job description
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Leads the organization.
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COO - Chief Operating Officer job description
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Responsible for company operations.
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CFO - Chief Financial Officer job description
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Leads the finance department.
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CIO - Chief Information Officer job description
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Maximizes business value through technology.
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CTO - Chief Technology Officer job description
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Leads the departments responsible for developing technology-related products.
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CMO - Chief Marketing Officer job description
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Leads the Marketing department.
Keywords: marketing strategy, marketing plan, strategic marketing
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CHRO - Chief Human Resources Officer job description
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Leads the HR or Human Resources department.
Keywords: People Officer, Human Capital Director, strategic HR
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OPEN & ADVERTISE A POSITION KIT
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Process Guide for Managers - Opening & Advertising a Position
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Step-by-step processes for stage 1 of the recruiting & hiring process. Tells staff who's responsible for each step, and provides point-and-click access to other HR Toolkit documents used in the process.
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Approval to Hire Form
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Summarizes the details of a budgeted or replacement position that requires final approval before the search begins.
Keywords: approve new hire, authorization to hire, approving new position
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Position Justification Form
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Summarizes the business case that justifies adding a new position and incurring unbudgeted expenses.
Keywords: justify new headcount, justifying new headcount, justifying new position, add a new position, add new position
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Position Information Checklist
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Ensures alternatives have been explored and challenges the status quo and incurring additional headcount costs before opening a new position. For example, does the position need to be an employee? Full time?
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Probationary Period Review Form Template |
Defines a promoted or transferred employee or new hire's position’s success factors. |
Job Postings:
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3 versions:
- Standard. Generic all-purpose for below director level.
- Senior. For Director level+
- Creative. Add some flair
Keywords: job ad, job posting, position ad, position posting
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Job Openings Spreadsheet
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Organizes & tracks open & closed positions.
Keywords: competition tracker, position tracker, competition spreadsheet, open position, filled position, new position
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Head Hunters & Recruiting Agencies Guide
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Reference guide for deciding when to use external vs. internal recruiting resources to fill a position
Keywords: staffing agency
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TRACKING APPLICANTS KIT
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Process Guide for Managers - Tracking Applicants
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Step-by-step process for stage 2 of recruiting & hiring process. Tells staff who's responsible for each step, provides point-&-click access to other documents used in the process.
Keywords: review resumes, CV, applications
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HR Master Applicant Spreadsheet
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Spreadsheet to track all applicants who apply for positions or prospects that you've identified as top talent.
Keywords: applicant tracking
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Reviewing Applications Guide
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Guidelines and recommended procedures for reviewing, shortlisting, or disqualifying job applicants in a consistent manner.
Keywords: resumes, screening applicants
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Position Applicant Tracking Spreadsheet
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Spreadsheet to help managers track, rate and shortlist candidates who have applied for a specific position.
Keywords: applicant tracking
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Sourcing Prospects Guide
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Guide for all staff on how to approach and cultivate professional relationships with future employee prospects.
Keywords: finding talent, finding employees
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INTERVIEWING KIT
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Process Guide for Staff - Interviewing
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Step-by-step process for stage 3 of the recruiting and hiring process. It tells staff who's responsible for each step, and provides point-and-click access to other documents used in the process.
Keywords: interview process, interviewer, interviewee
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Interviewing Guide
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Interview guide for managers.
Keywords: how to interview
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Interview Schedule Form
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Creating schedule of interviews and list of participants.
Keywords: schedule interviews, schedule interviewee, schedule interviewer
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Non-Disclosure Agreement for Exploratory Discussions
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Protects the interests of your company in situations where company-confidential information may be shared during exploratory discussions with prospective candidates.
Keywords: IP, non disclosure, company secrets
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Delegate Confidentiality Agreement Script
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Instructions and a script for a conduct agreement between a manager and administrative-level staff who temporarily has access to confidential or sensitive information.
Keywords: IP, non disclosure, company secrets
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Phone Interview Questionnaire
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Questionnaire for conducting preliminary telephone or web conference screen interviews.
Keywords: Zoom interviews, web interviews, web conferencing interviews, web conference interviews, remote interviews, applicant screen, screening applicants, Interview form, interviewing form
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Interview Questions
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Comprehensive list of over 225 categorized example interview questions.
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Q&A Style Panel Interview Questionnaire
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Conducting in-person, question and answer (Q & A)-style interviews.
Keywords: Interview form, interviewing form
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Presentation Style Panel Interview Questionnaire
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Template for conducting in-person, presentation-style interviews where the applicant is asked to prepare to make a presentation.
Keywords: Interview form, interviewing form
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Brochure for Interviewed Candidates
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Marketing-style brochure, typically distributed to final-stage interview candidates, that summarizes the benefits of working at your company.
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External Candidate Regrets Scripts
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Sending regrets to external candidates who will not be proceeding further in the interview process.
Keywords: rejected candidates, refection, rejected applicants, decline applicant, declining applicant, unsuccessful applicant, unsuccessful candidate
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Internal Candidate Regrets Scripts
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Sending regrets to internal candidates who will not be proceeding further in the interview process.
Keywords: rejected candidates, refection, rejected applicants, decline applicant, declining applicant, unsuccessful applicant, unsuccessful candidate
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CHECKING REFERENCES & HIRING KIT
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Keywords for this section: reference checks, checking references, employment verification, verifying employment, confirming employment. |
Process Guide for Staff - Checking References & Hiring
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Step-by-step process for stage 4 of the recruiting and hiring process/ It tells staff who is responsible for each step, and provides point-and-click access to other documents used in the process.
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Reference Checking Guide
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Reference checking guide for managers.
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Reference Check Request & Consent Script
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Obtain reference provider names and written consent from candidates to conduct reference checks.
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Reference Check Questions
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Comprehensive list of sample reference check questions.
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Reference Check Form
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Form for checking references consistently for each candidate.
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Recruiting & Hiring Overview Guide
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Overview of the recruiting and hiring process in your company.
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PERFORMANCE - PROBATIONARY PERIODS KIT
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Keywords for this section: probation review, |
Process Guide for Managers - Probationary Period
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Step-by-step process for managers & explains who's responsible for each step.
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Probationary Period Review Form
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Defines probation period success factors and performance expectations for new hire or transferred employee.
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Probation Completion Letter
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Written confirmation of successful completion of a probationary period.
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Probation Extension Letter
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Provides formal, written notification of extended probationary period extension.
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Extended Probation Completion Letter
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Provides formal, written confirmation of successful completion of a probationary period that had been extended.
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Performance Management Kit |
Keywords for this section: appraisal, performance evaluation, performance assessment, evaluate performance |
Process Guide for Managers - Performance Reviews
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Step-by-step processes for the performance review process, tells managers who's responsible for each step, and provides point-and-click access to other documents used in the process.
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Annual Performance Review Form
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Comprehensive form for conducting formal annual performance reviews.
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Interim Performance Review Form
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Condensed performance review form for reviews that occur outside the regular annual review cycle.
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PERFORMANCE IMPROVEMENT PLAN KIT
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Process Guide for Managers - Performance Improvement Plans
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Step-by-step process for the performance improvement plan process, tells staff who's responsible for each step, and provides point-and-click access to other documents used in the process.
Keywords: PIP, progressive discipline
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Performance Improvement Plan Form
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Form for managers to document and track the Performance Improvement Plan for a direct report.
Keywords: PIP, progressive discipline form
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INVOLUNTARY TERMINATIONS KIT
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Keywords for this section: fire, firing, letting go, let go, terminating an employee, terminate, sack, can, furlough, ax, axe, discharge, dismissal, dismiss,downsize, cut, cutback, downsizing, |
Process Guide for Managers - Involuntary Terminations
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Step-by-step process for conducting an involuntary termination, including who's responsible for each step. It also provides point-and-click access to other documents used in the process.
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Performance Management Overview Guide
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Guide for managers with direct reports. Provides overview information and guidelines regarding all 4 areas of performance management.
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JOB EVALUATION KIT
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Job Activity Log
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A spreadsheet that records employee activities during a defined period. When an employee is feeling overworked, provides managers with a tool to understand where an employee is spending their time and determine whether additional headcount is required or if the employee may need to eliminate less value-added work, or requires training.
Keywords: productivity, overworked.
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List of Competencies
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Guide that provides a ‘menu’ of categorized behavioral competencies and success traits. A competency is a skill or quality that an employee needs to have in order to succeed in their role.
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Job Procedures Form
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Form to capture and record the responsibilities and tasks in a position, as well as how to do each one. Ideal for succession planning or knowledge management.
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Job Description Form
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Form for creating consistently structured job descriptions.
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COMPENSATION KIT
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Contractor Rate Calculation Form
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Spreadsheet used by HR or Managers for calculating a fair rate for an independent contractor or consultant.
Keywords: what to pay a consultant, what to pay a contractor
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Annual Salary Review Spreadsheet
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Spreadsheet used by HR and management to annually review base salaries and determine increases or adjustments.
Keywords: annual increases, annual wage increase, annual salary increases, annual raises, payroll budget, payroll increase
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Short-Term Incentive Plan
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Description of the company incentive plan.
Keywords: bonus plan, bonuses, commissions
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Salary or Title Change Confirmation Letter Script
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Script for a letter to confirm a change in an employee’s salary or position title.
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Process Guide for HR - Annual Salary Reviews
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Step-by-step process for conducting annual salary reviews, tells staff who's responsible for each step, and provides point-and-click access to other documents used in the process.
Keywords: annual increases, annual wage increase, annual salary increases, annual raises, payroll budget, payroll increase
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Request & Justification for Compensation Adjustment Form
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Form for HR to propose and justify a compensation adjustment for an employee.
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Short-Term Incentive Plan Calculation Spreadsheet
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Spreadsheet used by HR for calculating short-term incentive plan/bonus plan payouts.
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Staffing Costs Calculation Spreadsheet
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Spreadsheet used by HR to record, calculate, and report on all staff-related costs.
Keywords: payroll budget, payroll cost
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Salary Increase Decline Letter Script
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Letter script for HR to deny or postpone a salary increase.
Keywords: wage increase request, salary increase request
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Bonus/Incentive Plan Payment Confirmation Letter Script
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Letter script for HR to notify an employee of a bonus or incentive plan payment.
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Employee Total Compensation Calculation Spreadsheet
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Spreadsheet used by HR to calculate the value of total compensation per employee, including base salary, paid time off, statutory remittances, benefits, and additional cash compensation. Used to provide a statement to employees periodically to understand the often misunderstood hidden employee costs incurred by the employer.
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EMPLOYEE ENGAGEMENT KIT
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Recognition Award Nomination Form
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Form for nominating colleagues to receive annual recognition awards.
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Employee Survey Questionnaire
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To solicit feedback from employees about their work experience. Can be used to input into survey software.
Keywords: climate survey, engagement survey, employee feedback
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Employee Feedback Form
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Captures employee feedback and/or question. Can be implemented using survey software.
Keywords: suggestion box
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Annual Social Events Plan
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Template for planning and budgeting for annual company social events.
Keywords: social club, social committee.
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TRAINING & DEVELOPMENT KIT
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Skills Gap Assessment Form
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For assessing the immediate training needs of new hires, or existing employees transferred or promoted into new positions.
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Conference or Training Report Form
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For documenting participation in a conference or training activity.
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Training or Conference Pre-Approval Form
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For approving staff participation in accredited courses, training, conferences, or other events.
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Training Reimbursement Agreement
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Contractual agreement between your company and an employee embarking on a training initiative that exceeds a company-determined cost ceiling.
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Course Completion and Reimbursement Form
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For staff to submit their final marks for accredited courses and receive approval for reimbursement.
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HR ADMINISTRATION KIT
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Relocation Assistance Guide
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Reference guide for HR staff, used to outline company policy regarding relocation assistance, including eligibility for reimbursements and allowances.
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Employment Confirmation Letter Script
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Letter script used to confirm a staff member's employment with your company.
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Status Report Template
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Provides a structured format for an employee to record their weekly activities, accomplishments, and results and can be used to track productivity - not hours worked.
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Employee Status Change Form
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To record the details of, and obtain approval for, a proposed change to an employee’s status.
Keywords: employee change form, employee status form, address change
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Absence & Overtime Approval Form
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Used for pre-approving employee absences and overtime.
Keywords: vacation form, sick form, leave of absence, medical leave, illness form, bereavement leave form, training absence, jury duty form,
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Timesheet Master Templates
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For recording employee hours and calculating payroll. Includes timesheets for weekly, bi-weekly, and monthly pay periods.
Keywords: Attendance
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Employee Reference Letter Scripts
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Series of scripts for creating an employee reference letter.
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Harassment Complaint Form |
Provides a structured format for an employee to document and submit a grievance concerning inappropriate or illegal misconduct witnessed in the workplace.
Keywords: Investigation, incident, violations, claims, bullying, sexual, discriminatory, physical, psychological
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Employee Data Spreadsheet |
Example template is used to manage and report on employee data. Think of it as one-stop shopping for all your employee information.
Keywords: HRIS. H.R.I.S., HR Information system, Excel HRIS, employee database, workforce data, HRIS spreadsheet.
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New Hire Data Collection Form |
A form to collect information from new hires (both contractors and employees). |
ORIENTATION & ONBOARDING KIT
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New Hire Preparation Guide for Administrators
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Specifically created for administrators such as IT, office management and facilities staff. Step-by-step process for bringing a new hire on board, and provides those responsible with point-and-click access to the documents needed for each step.
Keywords: new employee
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Process Guide for HR & Managers - New Hire Preparation
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Step-by-step process for new hire preparation, tells staff who's responsible for each step, and provides point-and-click access to other documents used in the process.
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Orientation Presentation
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Presentation template used for orientation of new hires.
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OFFICE ADMINISTRATION KIT
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Travel Authorization & Cash Advance Request Form
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For estimating travel costs, obtaining approval prior to travel, and requesting cash advances.
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Trip Report Form
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Used to document and report on the outcomes of a business trip.
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Expense Report Form
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For submitting requests for reimbursement of work-related expenses.
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Annual Budget Process Guide
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Guide for managers outlining the budgeting process and guidelines.
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Meeting Planner Form
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For planning and documenting formal meetings.
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Business Card Order Form
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For requesting and authorizing an order for staff business cards.
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Fax Template
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Cover page used to ensure consistent use of company brand and standard formatting when sending company faxes.
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Employment Application Form
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Print-ready 1-page, s-sided application form that allows walk-in applicants to apply for positions in the company.
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STAFF DEPARTURES KIT
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Exit Interview Form
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List of exit interview questions and accompanying instructions for conducting exit interviews and soliciting feedback from employees who are leaving your company. Can we submitted into online survey software.
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Staff Departure Checklist
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Describes and assigns the steps to be followed when an employee leaves your company.
Terminated employee, leaving employee
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STAFF DIRECTORY AND ORGANIZATIONAL CHART KIT
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Staff Profile Form
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Helps colleagues learn more about each other.
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Staff & Telephone Directory
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Company directory listing staff names and contact information, with a link to each staff member's personal profile.
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Administrative Staff Directory
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Company directory listing all company administrative assistants and areas of responsibility, including back-up.
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