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TEMPLATE: Employee Exit Survey
$3.00Termination can be a learning experience for both parties. This checklist allows employers to gather information about why this employee is leaving (if by choice) i.e. more competitive benefits or compensation packages, working conditions or employee rights. This template includes 70 example questions designed to gather the most valuable information for your business needs. Exit Survey Includes: Employee Information Departure Reasons (16) Management (16) Work Environment (18) Training & Career Development (20) *From Module 10 of HR Toolkit, purchase full Module here. -
TEMPLATE: Complaint Management Evaluation Grid
$3.00How effective is your complaint management system? This tool will help you assess your organization’s effectiveness in addressing staff complaints and determine if you need to revise your approach. A useful resource when responding to any questions or concerns about your organization’s process and efficacy. Questions Include: Do you treat all complaints without pre-judgment and avoid confrontation? Do you analyze all relevant facts gathered from employees and witnesses before your decision? Do you immediately correct mistakes? Do you explain the reasoning behind decisions taken? Do you aim for solutions that are mutually acceptable? *From Module 1 of HR Toolkit, purchase full Module here. -
TEMPLATE: Mentoring Program Development Checklist
$3.00Mentoring programs are an effective way to encourage growth, skill development and prepare for succession planning by encouraging employees take on leading roles among their colleagues and peers. This two-page package includes both a checklist of questions geared to prepare employees and mentors for the process as well as a sheet to track the action plan. Learning objectives are easily identified, as well as timeframes, methods of evaluation and mentor comments allowing your human resources team to easily determine effectiveness of mentoring candidates. Checklist Includes: Familiarize staff with informal training by using one-on-one coaching or on-the-job help sessions. Identify individuals that might benefit from a mentoring program. Introduce and explain the mentoring program by meeting with your employees in a workshop, seminar, or discussion-group setting. Meeting management suggestions. Collect information on potential candidates and determine appropriate matches based on similarities in employee interests and needs. Discuss how each person will benefit from the process. Set a time and place for the next meeting. Create an action plan. Allow the mentor and protégé to steer the process as it moves forward. *From Module 5 of HR Toolkit, purchase full Module here. -
TEMPLATE: Decision to Terminate Checklist
$3.00Terminating an employee and by extension another’s livelihood and career requires careful consideration, checks and adherence to company policies as well as governing laws. This two-page resource allows all employ Policies Include: Termination Checklist Records of Attendance Performance and Disciplinary Action Reviewed All incidents accurately considered and documented Written Evidence exists that parties are aware of job needs and policies Other forms of Disciplinary Action have been considered Decision to Terminate is based on objective Standards This Termination of Employment is consistent with Previous Terminations All Relevant Parties have been Consulted I can justify the termination if the employee takes legal action Common Employee Questions *From Module 10 of HR Toolkit, purchase full Module here. -
TEMPLATE: Reward Ideas
$3.00Whether acknowledging an individual’s achievements or applauding team members on a collaborative effort, be sincere. An honest thank-you can communicate as much gratitude as a t-shirt bearing the company logo. This two-page resource includes a variety of reward options that range in professionalism. Suitable for all levels of work from entry level to senior management. Reward Ideas Include: Individual & Team Rewards Money Time Senses Prestige Public Recognition Fun – I.E. Sports Tickets *From Module 6 of HR Toolkit, purchase full Module here. -
TEMPLATE: Point Matrix System
$3.00This template will help you list critical factors relevant to your business. Then for each factor, determine the specific weight each level should be assigned. Multiply the level weight by the weight you assigned the factor to calculate the final score for each job. Critical Factors Include: Responsibility Product Quality Safety of Others Equipment and Materials Orientation & Training of Others Skills Experience Education/Training Effort Physical Mental Working Conditions Stress or Unpleasant Conditions Hazards *From Module 4 of HR Toolkit, purchase full Module here. -
TEMPLATE: Training Plan Template
$3.00Training is an effective way of maximizing an employee’s knowledge and ability to excel at their role within your organization. This three-page template provides you with a system to determine the most relevant areas of improvement and prescribe appropriate training. Sections Include: Needs Assessment Prioritization of Needs Determining Learning Objectives Identifying Training Solutions Evaluating Training Effectiveness *From Module 5 of HR Toolkit, purchase full Module here. -
Human Resources (HR) Toolkit – MODULE 1: Establishing HR Function
$199.00This module includes an overview of the Human Resources Management function and how Human Resources (HR) systems, methods, processes and procedures are typically organized and implemented by owners, manager, supervisors, and contractors. Your own HR strategy, as well as your HR processes and procedures will depend on the size and format of your workforce, as well as the goals of your organization. -
TEMPLATE: Sample Confidentiality Agreement
$3.00Often positions require giving employees access to sensitive company information, policies and processes. This one-page template covers all the key elements a standard confidentiality agreement requires to enforce non-disclosure of confidential company information. Sections Include: Definition of Confidential Information Prohibited Uses Permitted Uses *From Module 3 of HR Toolkit, purchase full Module here.



