HR & People Templates

Multi-rater feedback collection — manager, peers, direct reports, and self. Used for leadership development and senio...

Comprehensive year-end review covering goal achievement, competency ratings, manager assessment, and development plan...

Lightweight quarterly performance conversation focused on goals, blockers, and forward-looking priorities. Designed t...

A structured onboarding and performance planning template for setting objectives, milestones, learning priorities, an...

A structured coaching conversation template for managers and employees to discuss goals, current reality, options, ne...

CSM-specific review covering NRR, churn / save rate, expansion sourced, customer health management, and renewal execu...

Software engineering-specific performance review covering technical execution, system design, code quality, mentoring...

Performance review for field service technicians (HVAC / plumbing / telecom / equipment service). Covers first-time f...

Performance review tailored for clinical roles (RN, LPN, advanced practice). Covers clinical competency, patient expe...

Performance review for restaurant and hotel front-of-house staff. Covers guest service, sales (upselling), shift exec...

Performance review template for evaluating KPI trends, target gaps, root-cause drivers, and corrective actions.

Confidential feedback collected from a manager's direct reports. Aggregated for the manager's skip-level conversation...

Performance review for manufacturing line operators / technicians. Covers production quality, machine operation skill...

Mid-year manager-led review used by leadership for calibration before annual reviews. Surfaces high performers, at-ri...

Single-peer feedback for inclusion in someone's annual or quarterly review. Designed to be quick (10 minutes) and hon...

Form for documenting performance calibration discussions, rating rationale, outliers, and final decisions.

A structured EPMS template for documenting performance discussion meetings, including summary notes, key topics, next...

A structured performance discussion template using the Situation-Behavior-Impact-Request (SBI-R) method to document f...

Structured performance improvement plan for documenting expectations, coaching cadence, measurable outcomes, and cons...

New-hire 90-day review covering ramp-up progress, role fit, and continue/exit decision. Aligned with at-will probatio...

Performance review for retail floor associates. Covers customer experience, sales contribution, merchandising, regist...

Sales-specific review covering quota attainment, pipeline quality, deal hygiene, and selling skills. Suitable for AE,...

Standalone employee self-assessment used as input to a manager's review or for ongoing reflection. Covers achievement...

Standalone skill matrix assessment used for job-architecture, succession planning, or training-need analysis. Capture...

A structured EPMS template for identifying critical roles, evaluating successor readiness, documenting talent gaps, a...

Comprehensive anti-harassment policy meeting EEOC guidance and state-specific requirements (CA, NY, IL training manda...

Foundational policy defining the ethical, professional, and behavioral standards expected of every employee. Used as ...

Federal law-aligned EEO policy prohibiting discrimination in hiring, promotion, compensation, and termination. Requir...

Standard PTO policy combining vacation, personal days, and (optionally) sick leave into a single accrual bank. Define...

Policy governing acceptable use of company technology resources — computers, networks, email, phones — and personal d...

FCPA + UK Bribery Act-aligned policy prohibiting bribery, kickbacks, and improper payments to government officials or...

Standard policy on attendance expectations, tardiness, no-call/no-show, and progressive discipline. Distinguishes exc...

California-specific addendum to the Anti-Harassment Policy, codifying AB 1825 / SB 1343 training obligations: 2 hours...

CA AB 1976 lactation accommodation — private space (not a bathroom), break time, and refrigeration access for nursing...

CA Paid Sick Leave addendum reflecting SB 616 (effective 2024): 5 days / 40 hours minimum (up from 3/24), 10-day / 80...

CA SB 1162 pay transparency addendum: pay-scale disclosure on job postings (15+ employees), pay-data reporting (100+ ...

CA SB 848 (effective 1/1/2024) — up to 5 days of leave for reproductive loss (failed adoption, miscarriage, stillbirt...

CA SB 553 (effective 7/1/2024) — California-specific Workplace Violence Prevention Plan (WVPP) with required incident...

Standard policy protecting trade secrets, customer data, and other confidential information. Defines what constitutes...

Standard dress code defining business-casual expectations, role-specific requirements (uniforms, PPE, customer-facing...

Drug-Free Workplace Act-aligned policy prohibiting the manufacture, distribution, possession, or use of controlled su...

FMLA policy for employers with 50+ employees within a 75-mile radius. Covers eligibility, qualifying events, leave du...

IL Family Bereavement Leave Act (820 ILCS 154) — up to 10 days of unpaid bereavement leave for the death of a covered...

IL Paid Leave for All Workers Act (PLAWA, effective 1/1/2024) — 40 hours / 5 days per year of paid leave for ANY reas...

Illinois Workplace Transparency Act / Public Act 101-0221 requires annual sexual-harassment training for ALL Illinois...

NY Labor Law §201-g sexual harassment training addendum — annual interactive training for ALL employees (no employer-...

NY Labor Law §206-c lactation accommodation — written policy, paid break time, private lactation room (not a bathroom).

NY Labor Law §196-b.4-a (effective 1/1/2025) — 20 hours of paid prenatal leave for pregnant employees, separate from ...

NY Labor Law §194-b pay transparency: salary or pay range required on every job advertisement, promotion, or transfer...

Gender-neutral parental leave policy for the birth, adoption, or foster placement of a child. Covers eligibility, pai...

Policy governing remote and hybrid work arrangements. Covers eligibility, equipment provisioning, security expectatio...

Standalone sick leave policy for organizations that separate sick leave from PTO. Aligned with state paid-sick-leave ...

Policy governing employee personal and professional use of social media. Protects company reputation and confidential...

Texas at-will employment principles with the major exceptions: public-policy, contract, sworn-officer (Sabine Pilot),...

Texas HB 915 (effective 9/1/2023) — addendum for healthcare facilities establishing a workplace-violence prevention p...

Standard policy governing pre-approval, allowable expenses, per-diem rates, and reimbursement timeline for business t...

Sarbanes-Oxley + Dodd-Frank-aligned whistleblower protection policy. Establishes confidential reporting channels, ant...

Zero-tolerance workplace violence prevention policy aligned with OSHA General Duty Clause and emerging state requirem...

Post-interaction customer feedback — overall satisfaction, specific touchpoints, and open-ended suggestions. Suitable...

New hire data collection — personal info, emergency contacts, tax forms references, direct deposit, and policy acknow...

ADA Title I reasonable accommodation request form. Initiates the interactive process between employee and employer pe...

Customer-facing refund request capturing original purchase, reason, and resolution preferences. Routes to manager app...

Structured exit interview captured by HR or self-completed by departing employee. Surfaces patterns in attrition, man...

FMLA leave request and certification routing form. Captures qualifying event, expected duration, and provider certifi...

Standard form for current employees applying to an internal posting. Pulls in current role, tenure, and gathers inter...

Internal transfer request between departments, locations, or roles. Requires current manager awareness and signature.

Standard NPS survey — single question with 0-10 scale plus a follow-up reason. Suitable for customer, employee (eNPS)...

Lightweight monthly self-check-in surfacing what an employee accomplished, what blocked them, and what they need help...

Periodic check-in on an existing reasonable accommodation. Verifies the accommodation is still effective and identifi...

Standard reference check form for hiring decisions. Captures factual employment verification + behavioral feedback.

Title VII religious accommodation request. Per Groff v. DeJoy (2023), employer must provide accommodation unless it i...

Standard PTO / vacation / sick leave request. Routes to the employee's manager for approval and to HR for accrual rec...

First Report of Injury (FROI) form for state workers' compensation filing. Captures all data required for state-speci...