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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: 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: On-The-Job Demonstration Checklist
$3.00On-the-job demonstrations are one of the most effective ways to teach best practice as well as safe handling of products and equipment in the workplace. They offer the ability to directly oversee an employee’s practical application of knowledge and skill when performing workplace duties. This Resource is an effective checklist for facilitators to verify all processes are being followed correctly and next steps for both trainers and employees are clear. Checklist Includes: Put employees at ease by establishing an informal atmosphere and using first names. Become familiar with the employees’ knowledge and skill base by watching them perform the task. Review with employees why the task is important. Demonstrate the task as you expect it to be performed. Make sure employees can see and hear what you are doing. Explain that you will first demonstrate the task as you would normally do it, and then repeat the demonstration more slowly, explaining each step. Ask employees questions at different stages of the demonstration. Use personal anecdotes or stories to reinforce key points. *From Module 5 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: Reference Check Guide
$3.003.6 Reference Check Guide Most employment applications request the ability to conduct a reference check with a prospective candidate’s previous employers. This three-page guide allows your human resources team to easily prepare for, conduct and score candidates based on the process of checking references provided during the application process. Sections Include: Preparing to make a Reference Check Conducting the Reference Check Evaluation & Scoring Common Reference Check Questions Performance Assessment Grid *From Module 3 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: 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. -
Human Resources (HR) Toolkit – MODULE 10: Employment Termination
$199.00Involuntary termination is when an employer fires or terminates an employee due to poor performance, just cause, for economic reasons, or for any other reason for which they feel the employee’s services are no longer required. While dismissing an employee is never pleasant, it needn’t be stressful. You can conduct a termination in a professional manner and minimize the risk of legal action simply by being prepared and following best practices. -
TEMPLATE: Education Reimbursement Form
$3.00There is no better way to develop talent and encourage loyalty then covering or assisting in the education of your employees. This two-page template covers the necessary information required from both employee and employer when evaluating the value of a field of study. Mutually beneficial arrangements conclude with both parties signing the attached forms to be held on file pending the successful completion of courses involved. Reimbursement Form Includes: Employee Information Course Information Course Benefits Employee Authorization Signatures & Payment Approval *From Module 4 of HR Toolkit, purchase full Module here.



