Forms and Templates

We have numerous forms and templates available for our clients. These cover the full employee lifecycle, compliance, DEI, performance, and operations.

A

  1. Accommodation Request Form

  2. Acknowledgment of Employee Handbook

  3. Anti-Harassment Complaint Form

  4. Anti-Harassment Policy Template

  5. Applicant Consent and Authorization Form

  6. Applicant Evaluation Scorecard

  7. Applicant Tracking Log

  8. Asset Assignment Agreement

  9. Attendance Policy Template

B

  1. Background Check Disclosure and Consent Form

  2. Benefits Enrollment Change Form

  3. Benefits Enrollment Form

  4. Bereavement Leave Request Form

  5. Bonus Plan Agreement Template

C

  1. Change in Employee Status Form

  2. Code of Conduct Acknowledgment Form

  3. Code of Conduct Policy Template

  4. Confidentiality Agreement (NDA)

  5. Conflict of Interest Disclosure Form

  6. Corrective Action Notice

  7. Complaint Investigation Report Template

D

  1. DEI Climate Survey

  2. DEI Policy Statement Template

  3. Disciplinary Action Form

  4. Drug and Alcohol Policy Template

  5. Drug Test Consent Form

E

  1. EEO Policy Statement Template

  2. Emergency Contact Information Form

  3. Employee Acknowledgment of Policies Form

  4. Employee Engagement Survey

  5. Employee Exit Interview Questionnaire

  6. Employee Grievance Form

  7. Employee Handbook Template

  8. Employee Information Update Form

  9. Employee Invention Assignment Agreement

  10. Employee Onboarding Checklist

  11. Employee Performance Improvement Plan (PIP)

  12. Employee Recognition Nomination Form

F

  1. Family and Medical Leave (FMLA) Request Form

  2. Final Paycheck Authorization Form

  3. Flexible Work Arrangement Request Form

  4. Formal Written Warning Template

G

  1. General Release and Waiver Agreement

  2. Goal-Setting Worksheet (OKRs)

H

  1. Harassment Investigation Interview Notes Template

  2. Health Insurance Waiver Form

  3. Health Screening Questionnaire

  4. Hybrid Work Policy Template

I

  1. I-9 Employment Eligibility Verification Checklist

  2. Incident Report Form

  3. Independent Contractor Agreement Template

  4. Information Security Policy Template

  5. Internal Job Posting Template

J

  1. Job Description Template

  2. Job Offer Letter Template

  3. Job Requisition Form

L

  1. Layoff Notification Template

  2. Leave of Absence Request Form

M

  1. Manager Performance Review Template

  2. Medical Certification Form

  3. Mentorship Program Agreement

  4. Mileage Reimbursement Form

N

  1. New Hire Paperwork Checklist

  2. New Hire Survey

  3. Non-Compete Agreement Template

O

  1. Offboarding Checklist

  2. Overtime Authorization Form

P

  1. Paid Time Off (PTO) Policy Template

  2. Parental Leave Request Form

  3. Payroll Change Authorization Form

  4. Performance Review Self-Assessment Form

  5. Progressive Discipline Policy Template

  6. Promotion Recommendation Form

R

  1. Reasonable Accommodation Assessment Form

  2. Rehire Eligibility Review Form

  3. Remote Work Agreement

  4. Resignation Acknowledgment Letter

  5. Return-to-Work Clearance Form

S

  1. Safety Acknowledgment Form

  2. Safety Incident Investigation Report

  3. Salary Adjustment Request Form

  4. Separation Agreement Template

  5. Sexual Harassment Prevention Training Acknowledgment

  6. Social Media Policy Template

  7. Staff Meeting Agenda Template

  8. Succession Planning Template

T

  1. Termination Checklist

  2. Termination Letter Template

  3. Time-Off Request Form

  4. Timesheet Template

  5. Training Attendance Sign-In Sheet

  6. Training Evaluation Survey

U

  1. Unpaid Leave Request Form

  2. Upward Feedback Survey

V

  1. Vacation Accrual Policy Template

  2. Variable Pay Agreement Template

  3. Verification of Employment Request Form

W

  1. Wage Acknowledgment Form

  2. Wage Deduction Authorization Form

  3. Wellness Program Participation Form

  4. Workplace Violence Prevention Policy Template

  5. Work-from-Home Equipment Agreement

Y

  1. Year-End Performance Review Template


Additional HR & Compliance Templates

    1. 30-60-90 Day New Hire Plan

    2. Change Management Communication Template

    3. Ethics Hotline Report Form

    4. Interview Question Bank Template

    5. Leadership Development Plan

    6. Pay Equity Audit Template

    7. Pre-Adverse Action Notice Template

    8. Reason for Termination Documentation Form

    9. Recruiting Metrics Dashboard Template

    10. Reference Check Questionnaire

    11. Return-to-Office Readiness Checklist

    12. Risk Assessment Worksheet (HR)

    13. Salary Benchmarking Worksheet

    14. Stay Interview Questionnaire

    15. Talent Review Calibration Template

    16. Total Rewards Statement Template

    17. Training Needs Analysis Template

    18. Voluntary Self-Identification Form

    19. Workplace Investigation Timeline Template

    20. Workplace Reasonable Accommodation Policy

    21. Zero Tolerance Policy Template

    22. Exit Interview Template

    23. Employee Data Change Log

    24. Employee File Audit Checklist

    25. Ethics and Compliance Training Log

    26. And more!

If you're interested in any of these forms, reach out to your dedicated HR Business Partner.Â