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:
|
| 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:
|
| 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:
|
| 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:
|
| 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:
|
| 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:
|
| 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 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 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:
|
| 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 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:
|
| 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 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 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:
|
| 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.
|
| 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.
|
| 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.
|
| 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.
|
| 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.
|
| 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.
|
| 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.
|
