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TEMPLATE: Accident Investigation Report
$3.00This four-page resource contains all the paperwork required to fill when anyone is injured in your workplace. Use this template to quickly and effectively track the details of the accident to satisfy safety laws provincially and federally as well as ensure necessary prevention steps are noted and carried out in a timely and effective manner. Checklist Includes: Victim/Injured Person Information Name Supervisor Regular Function Function at Time of Accident Shift Time Accident Information Date Location First Aid Other Description of Injury Sustained Nature of Injury Location of Injury Contact Type Causal Agent(s) Witnesses Eyewitnesses Relevant Authority Investigated Facts People Involved Task at Hand Moment of Accident Environment Material/Equipment Organization Investigation Summary Description of events surrounding the incident Analysis Causes Safety Recommendations *From Module 8 of HR Toolkit, purchase full Module here. -
TEMPLATE: Accommodation and Anti-Harassment Policies
$5.00Diversity and Workplace Violence are extremely important policies to enforce and distribute to your employees. They address the rights and responsibilities of both employers and their employees in regard to working in safe, inclusive environments. Policies Include: Accommodation Policy Checklist Acknowledgement of Diversity Policy Objectives Statement of Applicability Roles and Responsibilities of employer and staff Communication Training Monitoring Anti-Harassment Policy Checklist Descriptions of Harassment and Harassing Behaviour Employee Rights Employer’s Responsibilities Deal with allegations seriously and quickly Investigate all complaints considering: Reasonable timeframes for action Persons Responsible for Making Decision Protect against victimization or retaliation Enforce a zero-tolerance approach Communicating Training Mentoring *From Module 9 of HR Toolkit, purchase full Module here. -
TEMPLATE: Action Plan Form
$3.00Action plans do not need to be lengthy or difficult to track. This one-page form includes room for coaches and mentors to fill in up to five training objectives as well as identify the steps taken to accomplish these goals. For use in training and mentoring of employees and coaches in the workplace. Action Plan Includes: Performance Objectives Plan to Achieve Objectives Support Required Responsible Persons Timeline Monitoring Methods & Frequency *From Module 6 of HR Toolkit, purchase full Module here. -
TEMPLATE: Application Form Template
$3.00Most employment applications request standard details such as an applicant’s basic personal information. Start with the template below; consider your needs as an employer and the actual job requirements. Customize your application form to be truly effective. Replace all text in italics with your own information as required. Sections Include: Personal Information Training & Education Work History *From Module 3 of HR Toolkit, purchase full Module here. -
TEMPLATE: Application Screening Grid
$3.00Streamline your process of candidate selection with this employee screening grid. Each candidate can be easily scored for their training, experience, and competencies and compared in this chart. Easily customizable to highlight skills and abilities essential for your positions. Sections Include: Scoring Scale Relevance of Training Relevance of Experience Mastery of Competency *From Module 3 of HR Toolkit, purchase full Module here. -
TEMPLATE: Building a Retention Program
$3.00Evaluate the effectiveness and value of various incentives, benefits, training, and other factors you can bring to an employee’s experience working with you. This five-page package breaks each down by cost, time, and business size. Package Includes: Commitment Strategies Involving Employees in Decision-Making Advance Employees using Fair and Objective Assessments Communicate Clearly Recognition Strategies Increasing job knowledge and skills Improving the Work Environment Offering New Challenges Increasing Self Confidence Compensation Strategies Profit Sharing Stock Purchase Plans Competitive Compensation Work-life Balance Strategies Flexible Schedules Telecommuting Coaching, Mentoring Pension Plan Professional Counseling *From Module 7 of HR Toolkit, purchase full Module here. -
TEMPLATE: Coaching Program Checklist
$3.00Coaching can be challenging to initiate successfully. Often successful employees that excel in their duties and abilities may lack the skillset to effectively coach or mentor their colleagues and comrades. This three-page checklist covers the need for coaching in your business, who would be suitable as a mentor or coach, coaching self-evaluation guides and an on the job coaching checklist. Questions Include: Coaching Program Checklist Would You Be a Good Coach? On-The-Job Coaching Checklist Are you communicating your performance expectations, so employees can base their development goals on clear standards? Are you asking questions designed to assist employees in finding their own effective solutions to problems? Are you modelling or demonstrating tasks employees can follow effectively? Are you following up periodically after initial training phases are complete to gauge progress and effectiveness? *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: Disciplinary Measures Package
$8.00Disciplining an employee is a process to be taken with care. All relevant company policies and procedures as well as provincial and federal laws surrounding employee rights must be observed to the letter. This four-page package has everything you need to conduct a safe and equitable termination of employment. From infraction tracking to disciplinary measures used this package prepares you for both the disciplinary meetings themselves and the professional follow-ups often required. Package Includes: Recommended Disciplinary Measures Infractions Verbal & Written Warnings Suspensions Dismissal Disciplinary Meeting Preparation Checklist Meeting Preparation Conducting the Meeting Next Steps Disciplinary Letter Templates *From Module 6 of HR Toolkit, purchase full Module here. -
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. -
TEMPLATE: Employee & Visitor Health Questionnaires
$5.00Sample Employee & Visitor Health Questionnaires Being in good health and maintaining optimum health is of extreme importance when working in high risk food processing conditions. This one-page resource has a ready to use template employees would require signed by a doctor to clear them for duties in a high-risk environment. Also included is a visitor health questionnaire required to clear visitors to enter high-risk environments. Questionnaires Include: Employee Health Questionnaire General Information Symptom Multiple Choice Employee Signature Physician Signature Visitor Health Questionnaire Name Organization Date Symptom Multiple Choice Signatures Required Actions *From Module 8 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: Employee Information Sheet
$5.00Looking for a simple solution to collecting personal information before hiring a new employee? This template is a resource that will expedite this process. Easily adapted to suit your business brand, the FPHRC’s Employee Information Sheet covers all Employee, Emergency Contact Banking and other information you need from new hires as well as all mandatory signatures and legal clauses. Sections include: Employee Information (Address, Citizenship and other essentials) Emergency Contact Information Banking Information Position and Compensation Information Payroll Keying Information Benefits *From Module 1 of HR Toolkit, purchase full Module here. -
TEMPLATE: Employee Reference Consent Form
$2.00Occasionally employees will request their employer release information contained in their employee file, with respect to positions held, dates, and work performance, to potential employers and educational institutions for the purpose of assisting in obtaining employment and further education. This one-page template makes it easy to accommodate this request. Reference Consent Form Includes: Release of Employee File Information Signatures Personal Data Name Address Telephone Email Alternate Contact Number *From Module 10 of HR Toolkit, purchase full Module here. -
TEMPLATE: Employee Sign-On Session & Orientation
$5.00Missing any steps when on-boarding a new employee can cost your company unnecessary time and money. This checklist makes it easy to verify all appropriate checks have been made. This four page package includes checklists for both sign-on and employee orientation ensuring new employees are given everything they need to adjust to and feel comfortable in their new roles. Template Includes: Sign On Checklist Examples: Fully signed and completed Application Forms Employee Number and ID Card Completed signed TD1 form Employee Dependents Enrolment Forms for Employee Benefit Programs Signed and Dated Safety Policy Signed and Dated Confidentiality Agreement Reviewed Pay and Benefits Outline Introduced to Supervisor Orientation Activities Example: Welcome Workplace Introduction Job Responsibilities Explained Work Conditions Work Equipment Policies and Procedures Evaluation and Development *From Module 3 of HR Toolkit, purchase full Module here. -
TEMPLATE: Employee Survey Checklist & Question Bank
$5.00Surveys are an efficient, effective method for gathering various information about your workplace, processes and methodologies. Designing a survey to bring maximum value to your business requires careful planning. The Employee Survey Checklist takes the guesswork out of planning an effective survey. It breaks down the preparation, distribution and analysis of employee surveys so you can concentrate on preparing the most effective next steps. As you develop a customized employee survey for your organization, be sure to use questions that are relevant to the organization and its area of business. The included bank of questions gives you a starting point. You can modify these questions or add new ones, as required to suit your business needs. Package Includes: Employee Survey Checklist Identifying Objectives & Methodology Developing Survey Content Communicating with Employees Administering Survey Analyzing Survey Responses Interpreting the Results Offering Feedback Action Plan Steps Next Steps & Follow Through Employee Survey Question Bank Job Specific Motivation Diversity & Inclusive Culture Recognition Teamwork Compensation & Benefits Career, Training & Development Client Interaction Concerning the Organization Supervisor/Management Relationships Staffing Likely Reasons to Consider Leaving *From Module 7 of HR Toolkit, purchase full Module here. -
TEMPLATE: Exit Checklist
$3.00Use our termination checklist to verify all necessary steps have been taken to ensure a smooth transition from the company. This is a ready to use on-page tool to sign off on all mandatory termination steps i.e. security and employee badges returned, pager, computer, company cell phone... The template is designed to be signed off by the employee, Human Resources and Payroll. Termination Checklist Includes: Employee Information Termination Information Items for Collection Contracts to Terminate Signatures *From Module 10 of HR Toolkit, purchase full Module here. -
TEMPLATE: Human Resources Meeting Checklists
$5.00Do you find some meetings long an inconclusive? Draw from the FPHRC’s high standards for respect, professionalism and best practice in your meetings today. This template may be the resource you need to ensure efficiency and productivity from all one on one or group interactions with clients, colleagues, potential hires and more. Checklists Include: Meeting Preparation Techniques Establishing a comfortable environment Building Trust Approaches to Communication Effective Closes *From Module 1 of HR Toolkit, purchase full Module here. -
TEMPLATE: Human Resources Planning Checklist
$3.00Are you asking the right questions when planning for the future needs of your business? The FPHRC’s HR Planning Checklist asks you the questions you need to address before taking action. These include questions like: What are the organization’s priorities (e.g., market share, revenues per customer)? What emerging directions or organizational changes will have an impact on HR issues (e.g., company expansion, higher-level skill requirements)? Is my plan consistent with other organizational policies such as our business plan and our HR manual? *From Module 2 of HR Toolkit, purchase full Module here -
TEMPLATE: Human Resources Planning Template
$3.00How well can you identify your business’ goals and needs? What implications do they have on your HR teams, staff and management? The FPHRC’s HR Planning Template expedites the process of evaluating your business allowing you and your teams more time to take necessary action. These include questions like: What are your business goals and needs at this time? What is going on in your external environment? Are there any implications for your HR needs such as staffing, training, performance management, etc? Do I have sufficient Staff? What are the potential outcomes of not addressing this gap? *From Module 2 of HR Toolkit, purchase full Module here -
TEMPLATE: Interview Guide & Candidate Evaluation Chart
$3.00The process of preparing for and selecting the best candidates for your business needs can be streamlined and efficient. This guide builds on the Application Screening Grid to encourage focus on a select few core competencies to score each applicant on during the interview process. This three-page resource includes scoring standards, customizable competency evaluation exercises for applicants to complete and tips on how to guide the interview process to make effective use of the time spent with each candidate. Sections Include: Interview Preparation Interview Process Establishing Rapport Sample Competency Evaluation *From Module 3 of HR Toolkit, purchase full Module here. -
TEMPLATE: Job Offer Template with Pay & Benefits Outline
$3.00This template will help you create an effective offer letter for successful candidates. Replace the text in parentheses with relevant information and you’ll have a letter of offer drafted in no time. Although not mandatory, we’ve included a thorough pay and benefits outline to provide the successful candidate with position details essential to make an informed decision of job acceptance or declination. Ready to use or easily adapt to suit your corporate branding. Sections Include: Letter of Offer Structure Pay and Benefits Outline Probation Period Performance Reviews Paid Vacations and Holidays Group Benefits *From Module 3 of HR Toolkit, purchase full Module here. -
TEMPLATE: Job Profiling Form
$3.00This 4-page resource expedites the process of profiling the duties and responsibilities of a position for new and prospective hires. Complete with percentages of time spent performing various duties as well as the potential physical strains involved. Sections include: Description of The Work Title Reporting To Employment Status Major Responsibilities Prioritized Background Information Skill Checks Transferable Skills Attitude Assessments Sector Knowledge Working Conditions Physical Demands Analysis *From Module 3 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: Performance Evaluation Form
$5.00This eight-page resource covers the creation and use of performance management evaluations, including how often they are completed, monitoring, feedback and evaluation processes. Supervisor and employee meet informally during the performance cycle to review the employee’s progress. Formal reviews may also be conducted, particularly if either the supervisor or employee changes jobs or a key milestone is reached. Completed Performance Management Forms are expected to be added to the employee’s Human Resource file. Performance Evaluation Includes: Performance Evaluation Forms Confidentiality Creation & Implementation Evaluation Stages Performance Planning & Review Objectives Key Indicators Target Completion Dates Results Learning & Development Skills To Develop Action Plan Completion Dates Results Competency Review Knowledge of Job Productivity Quality of Work Reliability Communication Analytical Ability Initiative *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: 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: Reference Letter
$3.00When searching for employment, reference from a previous supervisor or manager can go a long way. This one-page template makes drafting a concise and professional letter of reference almost effortless. Employers need only insert employee name, job title, responsibilities, length of employment and examples of performance & behavior. Once signed and dated the letter of reference is ready to be submitted to the departing employee. Reference Consent Form Includes: Release of Employee File Information Signatures Personal Data Name Address Telephone Email Alternate Contact Number *From Module 10 of HR Toolkit, purchase full Module here. -
TEMPLATE: Rejection Letter Template
$3.00Bad news is often difficult to impart. Finding the right words can be a challenge. The FPHRC's template will help you draft a letter to advise unsuccessful candidates that they were not selected for the position. Sections Include: Letter of Rejection Structure Suggested Wording Easily Adapted to your Corporate Branding *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.
