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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! 

  • "...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

  • "...Never before have I seen a product that so easily and completely supports the creation of HR practices. Don't reinvent the wheel - buy one of the best wheels invented to take your small business forward..."

    Patti Sheehan | Principal, Puget Sound People Solutions | Seattle, WA

  • "...We needed a starting point for everything from policies to manager resources and got so much more."

    Karen Buchanan | Office Manager, BCTIA (BC Technologies Industry Association)

  • "...An HR resource at your fingertips; take it as it is, or customize it to meet your needs. Just what every business owner needs!"

    Carol Hama | Director, Professional Development & Services, HRMA - British Columbia Human Resources Management Association
  • ...Finally!  A straightforward and comprehensive HR toolkit that makes sense for small businesses...
    Dana Murray | President, Prospec | Seattle, WA

  • "... much-needed and well thought out. We recommend the products to our clients who have a need to cut through the complexities of managing their employees. It’s easy to use and provides immediate value.”

    Greg Pallone | President, TRG Group
Testimonials Customer List