Human Resources (HR) forms
Keep hiring, leave requests and employee feedback focused on the decision your team needs to make. These guides explain which details to collect and which questions to leave out.
Applications
- Applications
Job application form: ask for what you need to screen candidates
A job application form collects the facts a hiring team needs to screen a candidate for a specific role: contact details, eligibility to work, relevant experience, and availability.
Checklists
- Checklists
Employee onboarding checklist: the tasks, owners, and open items
An employee onboarding checklist lists every task that has to happen before a new hire's first day, on day one, and during the first month, with one owner for each task.
Intake forms
- Intake forms
Benefits enrollment form: record choices, not enrollment
A benefits enrollment form records an employee's choices for benefit plans and who is covered, so HR has a clear record to send to the carrier or administrator.
Reports
- Reports
Workplace incident report form: record facts while they are clear
A workplace incident report records what happened, where, who was involved, and what was done about it while the facts are still clear.
Requests
- Requests
Expense reimbursement form: give finance what it needs to decide
An expense reimbursement form asks an employee to describe a business cost they paid themselves, with the date, amount, purpose, and receipt status that finance needs to decide.
- Requests
Time off request form: capture what a manager needs to decide
A time off request form records who is asking to be away, the dates and type of leave, and how the work will be covered.
Surveys
- Surveys
Employee satisfaction survey: ask what you will act on
An employee satisfaction survey asks people how they feel about their job, workload, manager, growth, and tools, using the same scale each time so you can see change.
- Surveys
Exit interview form: questions that explain why people leave
An exit interview form asks a departing employee why they are leaving, how closely the role matched expectations, and what should change, then keeps the answers for the people who can act on them.
- Surveys
Performance review form: rate against goals, not impressions
A performance review form asks a manager or employee to rate observable work against goals agreed earlier, then to explain the rating in their own words.
- Surveys
Training feedback form: measure whether people will use it
A training feedback form asks participants how relevant, clear, and practical a session was, and how much of it they expect to use.
Related templates
- References
HR Policy Portal
Centralized employee guidelines
- References
Employee Handbook
Core company rules
- References
Training Playbook
Skill-based learning paths
