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Human Resources Forms and Templates
Format: Word Document | Free Download
This Word document is a template to be used when assessing third-party providers for your 401(k) program. Developing a quality defined contribution program with a 401(k) component is an extremely important and competitive benefit for companies not having a defined pension plan. This tool provides a five-page questionnaire to use when evaluating potential third-party service providers.
Format: Word Document | Free Download
This Word document is a sample survey to be administered 60 days following the start date to assess a new hire's degree of assimilation within the company. Developing a 60-day new hire survey is important for assessing how well a new employee is adapting to the company's environment and culture, as well as to note any inconsistencies between what the employee was told upon hire versus what the job actually requires. It also reinforces the company's open communication philosophy. This tool probes the employee on their least/most enjoyable job duties, their most important tasks, hiring process, orientation and training, and much more.
Format: Word Document | Free Download
This Word document is a template for an Accident/Injury Report form. Developing a consistent form for reporting any accident or injury occurring on company premises is very important. The form ensures all appropriate information relative to an accident/injury is gathered in a timely manner.
Format: Word Document | Free Download
This Word document is a template for a Account Rep job description. Developing a valid job description for any position is very important. Descriptions are used in many areas within Human Resources -- performance management, internal and external staffing, position control, etc. This tool will allow you to effectively document the position's requirements and communicate the key responsibilities to all employees, managers, and potential candidates.
Format: Word Document | Free Download
This Word document is a template for a Account Team Leader job description. Developing a valid job description for any position is very important. Descriptions are used in many areas within Human Resources -- performance management, internal and external staffing, position control, etc. This tool will allow you to effectively document the position's requirements and communicate the key responsibilities to all employees, managers, and potential candidates.
Format: Word Document | Free Download
This Word document is a template for a Staff Accountant job description. Developing a formal job description for a staff accountant requires your company to clearly detail the job requirements, duties, and responsibilities of the position, as well as the specific educational background, computer skills, and experience that must be possessed by the employee to perform the job successfully.
Format: Word Document | Free Download
This Word document is a list of resources and contacts for the Americans with Disabilities Act. Developing an Americans with Disabilities Act resource list is very important when trying to understand the various legal issues surrounding ADA and for obtaining assistance to help your company ensure compliance under the Law. This tool includes resources and contacts affecting employment, public accommodation, construction, required literature and postings, and much more.
Format: Word Document | Free Download
This Word document is a template for an Administrative Assistant job description. Developing a formal job description for an administrative assistant requires your company to clearly detail the job requirements, duties, and responsibilities of the position, as well as the specific educational background, computer skills, and experience that must be possessed by the employee to perform the job successfully.
Format: Word Document | Free Download
This Word document is a template for an Administrative Sales Manager job description. Developing a formal job description for an administrative sales manager requires your company to clearly detail the job requirements, duties, and responsibilities of the position, as well as the specific educational background, computer skills, and experience necessary to perform the job successfully.
Format: Word Document | Free Download
This Word document is a template for an annual performance-based bonus program, and includes individual as well as corporate criteria for bonus payout. Developing and using a variable compensation program for the majority of employees is essential to motivating your workforce as well as managing your company's fixed costs. This tool is an example of a bonus program using individual, functional, and corporate objectives to determine the bonus payout.
Format: Word Document | Free Download
This Word document is a form to be completed following the interview of any candidate for an open position. In cases where multiple candidates are interviewed, the form provides a section for an overall ranking relative to the other interviewing candidates. Developing a post interview applicant appraisal form is important for ensuring consistency during the hiring process. This tool provides a standard format for assessing each candidate during and after the interview process, and asks the interviewer to comment on the applicant's suitability relative to key performance areas: job skills, knowledge, suitability to department or team, overall ranking, and much more.
Format: Word Document | Free Download
This Word document is a form that can be used to compare multiple applicants vying for the same job. Developing and using an applicant appraisal form in the internal or external hiring process is extremely important for ensuring the right person is hired for the right job. This tool encourages the interviewer to have a good, fundamental knowledge of the job while focusing them on the key attributes of the job -- skills, knowledge, responsibility, communication, initiative, stability, motivation, flexibility, creativity. This process also ensures all candidates are measured against the same standards.
Format: Word Document | Free Download
This Word document is a form for performing a reference check on a new applicant. Developing an applicant reference check form is important for investigating the accuracy of a candidate's application. This tool provides thorough tips and questions for determining and validating an applicant's past performance on the job.
Format: Word Document | Free Download
This Word document is a template for an application acknowledgement letter to be sent to any qualified applicant upon receipt of their resume. Developing a usable acknowledgement letter for candidates expressing interest in working with your company is very important. While you may not have an open position currently, or the candidate may not be a good match for your open positions, there may be some interest in the future. This tool is intended to be used "as is" with the only modifications being the customization of each letter with employee-specific contact information.
Format: Word Document | Free Download
This Word document is a very extensive sample 'at-will' employment agreement, complete with confidentiality and non-disclosure language. Developing an 'at-will' employment agreement is very important for any company wanting the ability to "hire and fire" 'at-will'. This tool is a 9-page document outlining the terms and conditions of employment, including the description of duties, performance requirements, compensation and benefits, confidentiality and non-disclosure agreements, and much more.
Format: Word Document | Free Download
This Word document is a consent form allowing a Background Check Provider to access information about a job applicant's educational history, employment history, social security trace, driving records, consumer credit information, and civil and criminal court records. Background checks are being increasingly more important as a prerequisite for hire. This form and supporting documentation, when signed by an applicant, allows the hiring company to legally check the various sources cited in the body of the document.
Format: Word Document | Free Download
The purpose of the Balanced Scorecard is to link people, strategies, and performance. The use of the scorecard provides a common framework and is designed to enable cascading of objectives and promote alignment between multiple departments or functional areas. Developing a tool that reinforces a company's strategy is very important to ensure all employees know and understand their roles in helping the company to achieve its mission and long-term direction. The Balanced Scorecard helps managers develop a comprehensive set of actions and measures to assess the strategic impact of their department relative to the overall company. Using the Organizational Capability Planning worksheet will help you better determine the current capabilities of your department or organization relative to those capabilities needed to successfully meet the established objectives.
Format: Word Document | Free Download
This Word document is a template defining benchmarking. Developing a benchmarking definition is the first step to implementing a company-wide, formal benchmarking methodology for improving business performance.
Format: Word Document | Free Download
This Word document consists of a definition and background of benchmarking, the functions to be analyzed during the benchmarking process, a sample completed benchmark worksheet, and an actual worksheet ready for your data. Benchmarking is recognized as an effective, formal methodology for improving business performance. Benchmark studies are not trivial: participants need to spend considerable time and effort in order to make a benchmark study worthwhile, meaningful, and productive. This tool not only defines benchmarking, but offers a sample worksheet to familiarize you with the concepts discussed. The key to benchmarking is making sure you understand the essential elements of the process being analyzed, knowing where you are and where you need to be relative to the performance of the essential elements, and knowing the resources needed to effectively succeed at making the proposed changes.
Format: Word Document | Free Download
This Word document is a checklist of key areas within major company functions to be considered for the benchmarking process -- areas that might benefit from improved process performance. Benchmarking is recognized as an effective, formal methodology for improving business performance. Benchmark studies are not trivial: participants have to spend considerable time and effort in order to make a benchmark study worthwhile, meaningful, and productive. This tool highlights the key processes within major functions to be considered for benchmarking: understanding consumer need, design process, materials purchase, production process, marketing issues, personnel, and much, much more.
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