HR Template Types

Template Type Description and Available Templates
Goal Setting
Success at work and life is all about achieving your goals. If you are looking for a simple and efficient tool for goal setting, these templates can help you become more organized and focused on your primary goals and achievements. You can use these templates to plan your long-term goals, daily programs, agendas, etc. Select a template and clone it to customize as per your business needs. The available templates in this type are:
  • Goal Achieving
  • Daily Programme
  • Big Farmer Meeting
MoM
Meeting minutes also called meeting notes, are the written record of everything that happened during a meeting. They are an important source of information, allowing participants to reflect on what happened. With MoM templates, you can capture information such as names of participants, date and time of the meeting, decisions made by participants, follow-up actions, and next steps. The available templates in this type are:
  • Virtual Communication Meetings
  • MOM
  • MOM (Construction)
  • MOM (IT)
Action Assignment
An Action Assignment is a task that needs to be completed in order to complete a project or assignment. These templates let you assign employees tasks, set deadlines, and monitor their progress. You can keep track of everything to stay organized and finish the tasks faster. The available templates in this type are:
  • Action Assignment (volunteer)
  • Action assignment forms
  • Action assignment forms 2
  • Supervisor Stock Assign
Tasks
These templates help you to effectively manage your tasks. You can use these templates to submit the task progress, plan your daily tasks, record your observations, and capture sign-in/sign-out details. This type is pre-equipped with some templates which can manage activities like screening checklists, task progress reports, daily task details, sign-in/sign-out, etc. The available templates in this type are:
  • Screening Checklist for Visitors and Employee
  • Task Progress Report
  • Daily Task List Entry
  • Daily Task Details
  • Sign In Attendance Form
  • Sign Out TA Form
Learnings
eLearning is the delivery of learning and training through digital resources. These templates are very effective for online registrations and to instantly gather student feedback. The available templates in this type are:
  • Learnings forms (E-learning session)
  • Dance Registration Form
Improvement Tasks Tracking
Task tracking is a report which has a complete overview of your work, covering projects you've completed, ones that are still in progress, problems encountered, and upcoming plans for the future. You can use templates to perform all these activities. These are also helpful for you to improve the progress of the tasks by tracking the tasks which need improvement. The available templates in this type are:
  • Weekly feedback & Achievement Form
Employee Onboarding Checklist
Onboarding is the process of bringing a new employee into an organization. While onboarding a new employee, you need to capture the candidate's details and documents like service letters, payslips, photos, passport, etc. Use this employee onboarding checklist to keep track of all of the documentation needed when new hires are starting. These templates can serve as a tracking sheet and checklist to help HR managers ensure that all documentation is accounted for when onboarding new employees. The available templates in this type are:
  • Employee On-boarding Form
Employee induction
Induction is the introduction and orientation of the employee in the organizational culture and showing the employees how interconnected he/she is to everyone in the organization. Once the induction has been done, you need to cross-check the employee's understanding. These templates can help you to know the employee feedback on inductions, thus it gives you the overall understanding of the employee. This type is pre-equipped with some templates that can manage activities like employee induction, BG verifications, interview scheduling, joining formalities, etc. The available templates in this type are:
  • Employee Induction
  • BG Verification for Job Applicant
  • Interview Schedule 1
  • Interview Scheduler (By candidate itself)
  • Interview Schedule (IT)
  • New Joinee Form
Employee Evaluation
Employee evaluation can help employers get a better sense of how their employees are doing in the workplace and what they need to improve on. Use these templates to simplify the evaluation process and keep accurate records of your team performance. This type is pre-equipped with some templates which can manage activities like fitness assessment, employee complaints, attendance, expense management, timesheets, daily reports, etc. The available templates in this type are:
  • Coronavirus Self Declaration Form
  • Employee Complaint Form 1
  • Employee Complaint Form 2
  • Employee Complaint Form 3
  • Employee Complaint Form 4
  • Employee Complaint Form 5
  • Attendance
  • Goal Setting
  • Expense Management
  • Timesheet Management
  • Fitness Assessment
  • Attendance Follow up RSVP
  • Employee Daily Report (Upload Files)
Training feedback
Through the Training Feedback templates, you can evaluate the overall satisfaction of your attendants by asking them how the training was. You can ask their opinion about the overall value of the event, understand which was the best part, ask if your attendees would recommend joining the event to their friends/colleagues, evaluate the presenters. The form allows you to detect the overall satisfaction of your attendants regarding the venue and services, ask for comments and suggestions and provide an optional area to collect their contact information to be used for future events. The available templates in this type are:
  • Training Feedback Forms
  • Training Report Form
Training evaluation
Evaluation forms are a great way to obtain valuable feedback and identify areas that need improvement. Through these training evaluation templates, you can get valuable feedback from your customers asking them the effectiveness of your training courses, their idea of the organization, ask for their comments, and further questions and overall satisfaction. Thus you can continually improve your events. The available templates in this type are:
  • Fitness Liability waiver
Training schedulers
Trainers usually need to maintain and follow a good training schedule. Coaching and training the members as per the schedule ensures excellent results. Use this template to schedule your daily training tasks. You can capture the details like the trainer's name, objectives, timings, comments, etc. The available templates in this type are:
  • Training Schedulers
Training need identification
Performing a training needs analysis can help employees (both new and veteran) adapt to changing market needs, thereby helping companies maintain a competitive edge. This template provides a way to assess an employee’s training needs for both new hires and those moving into new roles. You can also utilize the training analysis during annual reviews to assess existing gaps in skills and knowledge or to identify potential training opportunities and build a personal development plan. The available templates in this type are:
  • Training Need Assessment
Training scheduler
The training scheduler templates allow you to capture training-related details like training type, product trained, feedback, the number of participants attended, etc. You can use these templates to schedule any type of meetings, send invitations to the participants, gather feedback, etc. You can also customize these templates by adding more fields. The available templates in this type are:
  • Training and Meeting
Quiz
Create a quiz for your classroom or any enterprize for your audience with the quiz templates. Simply choose a quiz template below, customize it to suit your needs, and share it with a link to start collecting responses. You can create the perfect quiz for your needs with advanced form fields like multiple choice questions, text boxes, or even file upload fields that let you collect essays, photos, and other documents. It is also possible for you to conduct a quiz like playing a video and asking questions. These are very convenient to use and provides easy access to the responses when required. You can make use of the below form templates to conduct a quiz.
  • Mini Math Quiz
  • Enterprise quiz forms
  • All Fields Form
Employee Exit
An employee exit questionnaire provides you with employee feedback and comments during their termination process. To ensure a smooth transition when an employee leaves you can use these Employee Exit templates to quickly and easily rate their overall experience. By gathering employee feedback and suggestions online with your Employee Exit templates, you can provide your company important insight for both current and outgoing employees. You can make use of the below form templates to execute the process in an efficient, compliant, and respectful manner.
  • Termination Checklist 1
  • Termination Checklist 2
  • Termination Checklist 3
  • Termination Checklist 4
  • Termination Checklist 5
  • Termination Checklist 6
  • Termination Checklist 7
  • Employee Exit Forms
  • Employee Exit Forms 2
  • Exit Interview Form 3
Daily Quotes
Quotes are powerful tools for building your mental fortitude and starting your day with the right mindset. These templates allow you to send daily quotes to your team and offer the inspiration needed for the day. You can send these quotes to your team via email or SMS. Here is a sample template you can use to send daily quotes to your team.
  • Daily Quote
Claims
A claim form is a document that can be used by different individuals, organizations, institutions, and entities for various processes involved in claiming specific items, products, documents, and money. You can use these templates to make your claim processing easier and a lot more efficient. They can cover any type of claim process such as expense claim, tuition reimbursement, travel reimbursement, claim approvals, etc. There are a variety of claim forms you can find in this type. You can make use of the below form templates to capture all the necessary information needed to process a claim.
  • Expense Claim
  • Tuition Reimbursement 1
  • Tuition Reimbursement 2
  • Tuition Reimbursement 3
  • Tuition Reimbursement 4
  • Tuition Reimbursement 5
  • Tuition Reimbursement 6
  • Cash Detection Based on Expenses
  • Claim Form
  • Generic Incident Report 1
  • Generic Incident Report 2
  • Generic Incident Report 3
  • Generic Incident Report 4
  • Generic Incident Report 5
  • Miscellaneous TA Claim
  • Claim Approval Form
  • Claim Initiation Form
Timesheet
A timesheet is a method for recording the amount of time workers spend working - this method includes filling out the start and end times for employees and the projects and activities they worked on, traditionally on a piece of paper. Depending on the type of data required, the timesheet can either be filled in by the employees or their supervisors. The timesheet templates help you to speed up and improve the accuracy of filling in timesheets. These timesheet templates can also help you track the efficiency and productivity of teams within your company or business unit. Here are some templates you can use to fill in timesheets.
  • Time Sheet 1
  • Employee Timesheet
HR
Human resources forms are documents used by a company's HR department to recruit and manage employees. Manage employee information, employment verification, employment satisfaction, cv submissions, job applications, and time-off requests with HR form templates. Here are some templates you can use to carry out the background verification process.
  • Background Verification 1
  • Background Verification 2
  • Background Verification 3
Event Management
Event management templates save you time by automating many of your manual event management tasks. These templates simplify the entire event planning process, starting with sourcing your venue and ending with custom dashboards and reports after your event. You can send invitation links and capture data to better understand your attendees. This type is pre-equipped with some templates which can manage activities like event attendance, send invitations, registrations, etc. The below are some sample templates you can use for better event management.
  • Event Attendance
  • Seminar Pre Booking
  • New Year Party Invitation Form
  • Event Attendance Confirmation Form
  • Holiday Party Invitation
  • New Year Party Vacation Itinerary Template
  • New Year party Invitation Follow up
  • New Year party Non-Profit Dinner
  • New Year Party Thanksgiving Form
  • New Year party Form Generator
  • Schedule Meeting Form