Resources
Guides, tips, and how-tos for managing HR at a small business — PTO, compliance, hiring, and more.
360 Review Template
Free 360 review template for small businesses. Includes self-assessment, manager evaluation, peer feedback, and direct report sections with rating scales.
Read more Performance & Reviews90-Day Review Template
Free 90-day review template for small businesses. Structured new hire evaluation with 30, 60, and 90 day milestones, goals, and manager assessment.
Read more Policy TemplatesAttendance Policy Template
Free attendance policy template for small businesses. Includes sections for expectations, reporting procedures, tardiness rules, and consequences.
Read more Policy TemplatesBusiness Travel Policy Template
Free business travel policy template for small businesses. Covers travel approval, booking, expenses, reimbursement, per diems, and safety guidelines.
Read more Policy TemplatesCell Phone Policy Template
Free cell phone policy template for small businesses. Covers personal device use, safety rules, customer interactions, and consequences for violations.
Read more Templates & FormsCompany Property Agreement Template
Free company property agreement template for small businesses. Covers equipment lists, condition tracking, return policies, and employee liability terms.
Read more Performance & ReviewsCorrective Action Plan Template
Free corrective action plan template for small businesses. Includes sections for issue description, expected behavior, action steps, and follow-up dates.
Read more Templates & FormsDirect Deposit Authorization Form Template
Free direct deposit authorization form template for small businesses. Includes all required fields for bank info, account details, and employee signatures.
Read more Templates & FormsDirect Deposit Form Template
Free direct deposit form template for small businesses. A simple, ready-to-use form to collect employee banking details for payroll setup.
Read more Policy TemplatesDress Code Policy Template
Free dress code policy template for small businesses. Covers business professional, business casual, casual, and uniform guidelines you can customize.
Read more Scheduling & AttendanceEmployee Availability Form Template
Free employee availability form template with a day-and-time grid for small businesses. Collect staff scheduling preferences in a simple, printable format.
Read more Templates & FormsEmployee Directory Template
Free employee directory template for small businesses. Includes fields for contact info, job title, department, start date, and emergency contacts.
Read more Performance & ReviewsEmployee Discipline Form Template
Free employee discipline form template for small businesses. Document violations, disciplinary level, prior actions, employee response, and signatures.
Read more Templates & FormsEmployee Emergency Contact Form Template
Free employee emergency contact form template for small businesses. Collect primary and secondary contacts, medical info, and physician details.
Read more Templates & FormsEmployee Information Form Template
Free employee information form template for small businesses. Collect personal details, contacts, emergency info, and employment data in one form.
Read more Performance & ReviewsEmployee Performance Review Template
Free employee performance review template for small businesses. Includes rating scales, competency areas, goal tracking, and overall assessment sections.
Read more Performance & ReviewsEmployee Recognition Program Template
Free employee recognition program template for small businesses. Includes recognition types, nomination process, criteria, budget guidance, and program structure.
Read more Offboarding & ExitsEmployee Resignation Announcement Examples
Employee resignation announcement email templates for small businesses. Professional examples for different tones and scenarios to communicate departures well.
Read more Performance & ReviewsEmployee Write-Up Form Template
Free employee write-up form template for small businesses. Printable corrective action form with fields for incidents, warnings, and employee signatures.
Read more Offboarding & ExitsExit Interview Questions Template
Free exit interview questions template with 20 organized questions for small businesses. Covers job satisfaction, management, culture, and honest feedback.
Read more Policy TemplatesExpense Policy Template
Free expense policy template for small businesses. Covers eligible expenses, approval processes, submission requirements, and reimbursement timelines.
Read more Templates & FormsExpense Reimbursement Form Template
Free expense reimbursement form template for small businesses. Includes date, description, category, amount, receipt tracking, and manager approval fields.
Read more Hiring & OnboardingHeadcount Planning Template
Free headcount planning template for small businesses. Plan open roles, budget, and hiring timelines with this ready-to-use workforce planning document.
Read more Hiring & OnboardingHiring Process Template
Free hiring process template for small businesses. Step-by-step workflow from job posting to offer, with checklists for every stage of recruitment.
Read more Offboarding & ExitsHow to Conduct an Exit Interview
Learn how to conduct an exit interview that gets honest feedback. Covers timing, who should lead, key questions to ask, and what to do with the results.
Read more Scheduling & AttendanceHow to Create an Employee Schedule in Excel
Learn how to create a schedule in Excel with this step-by-step guide. Includes formatting tips, formulas for total hours, and when to move beyond spreadsheets.
Read more Templates & FormsHow to Make an Org Chart in Excel
Learn how to create an org chart in Excel using SmartArt. Step-by-step guide with formatting tips, layout options, and advice for keeping it updated.
Read more Templates & FormsHow to Make an Org Chart in PowerPoint
Learn how to create an org chart in PowerPoint using SmartArt. Step-by-step guide with layout tips, animation options, and presentation advice for teams.
Read more Templates & FormsHow to Make an Org Chart in Word
Learn how to make an org chart in Word using SmartArt. Step-by-step guide with formatting tips, printing advice, and layout options for small businesses.
Read more Performance & ReviewsHow to Recognize Employees (Without a Budget)
Learn how to recognize employees with low-cost and free ideas that boost morale and retention. 20 practical recognition strategies for small businesses.
Read more Certifications & TrainingHow to Track Employee Certifications
Learn how to track employee certifications effectively. Covers manual methods, certification tracking software, expiry alerts, and building a reliable system.
Read more Performance & ReviewsHow to Write Up an Employee: A Step-by-Step Guide
Learn how to write up an employee properly. Covers when to issue a write-up, what to include, tone tips, delivery advice, and documentation best practices.
Read more Hiring & OnboardingInterview Confirmation Email Template
Free interview confirmation email templates for small businesses. Includes initial confirmation, reminder, reschedule, and virtual interview examples.
Read more Hiring & OnboardingInterview Guide Template
Free interview guide template for small businesses. Includes pre-interview prep, structured questions, scoring rubric, evaluation criteria, and debrief notes.
Read more Hiring & OnboardingInterview Questions Template
Free interview questions template with organized question sets for small businesses. Covers introductory, behavioral, role-specific, and culture fit categories.
Read more Performance & ReviewsMid-Year Review Template
Free mid-year review template for small businesses. Covers goal progress, accomplishments, development areas, and updated objectives for the second half.
Read more Templates & FormsMileage Reimbursement Form Template
Free mileage reimbursement form template for small businesses. Includes date, destination, purpose, miles driven, rate, and total columns for easy tracking.
Read more Hiring & OnboardingNew Employee Announcement Email Examples
New employee announcement email templates and examples for small businesses. Formal, casual, and team-specific versions to welcome your latest hire.
Read more Policy TemplatesNo Call No Show Policy Template
Free no call no show policy template for small businesses. Covers definitions, progressive discipline steps, job abandonment rules, and exceptions.
Read more Offboarding & ExitsOffboarding Checklist Template
Free offboarding checklist template for small businesses. Covers tasks before the last day, on the last day, and after departure to ensure a smooth exit.
Read more Performance & ReviewsOne-on-One Meeting Template
Free one-on-one meeting template for managers at small businesses. Includes agenda sections for wins, challenges, priorities, feedback, and career growth.
Read more Templates & FormsPayroll Change Form Template
Free payroll change form template for small businesses. Document salary changes, tax updates, deductions, and pay schedule adjustments in one form.
Read more Performance & ReviewsPeer Review Template
Free peer review template for small businesses. A structured 360 feedback form with rating scales and open-ended questions for colleague evaluations.
Read more Performance & ReviewsPerformance Improvement Plan (PIP) Template
Free performance improvement plan template for small businesses. Includes goals, timelines, support resources, and measurable outcomes for employee PIPs.
Read more PTO & LeavePTO Tracking Spreadsheet Template
Free PTO tracking spreadsheet template for small businesses. Includes column structure, formula guidance, and a sample layout you can copy and use.
Read more Templates & FormsRemote Work Agreement Template
Free remote work agreement template for small businesses. Covers schedule, equipment, communication expectations, security, and termination of arrangement.
Read more Policy TemplatesRemote Work Policy Template
Free remote work policy template for small businesses. Covers eligibility, equipment, communication expectations, security, and performance standards.
Read more Templates & FormsSalary Increase Letter Template
Free salary increase letter template for small businesses. Includes effective date, old and new salary, reason for raise, and employee acknowledgment.
Read more Performance & ReviewsSelf-Evaluation Template with Examples
Free self-evaluation template with example phrases and sentences employees can adapt. Covers achievements, skills, goals, and areas for improvement.
Read more Scheduling & AttendanceShift Schedule Types Explained: 2-2-3, DuPont, Panama, and More
Learn what a 2-2-3 schedule is and how it compares to DuPont, Panama, and other shift patterns. Find the right rotating schedule for your small business.
Read more Certifications & TrainingSkills Gap Analysis Template
Free skills gap analysis template for small businesses. Assess current vs. required proficiency, identify gaps, and build targeted training plans.
Read more Performance & ReviewsSkip-Level Meeting Questions: What to Ask and Why
25 skip level meeting questions organized by category. Learn what to ask, why skip-levels matter, and how to run them effectively at your small business.
Read more Performance & ReviewsStay Interview Questions: Retain Your Best Employees
25 stay interview questions organized by theme to help you retain top employees. Learn when to conduct stay interviews and what to do with the responses.
Read more Performance & ReviewsSuccession Planning Template
Free succession planning template for small businesses. Identify key roles, assess potential successors, and build development plans to protect your team.
Read more Performance & ReviewsSupervisor Evaluation Form Template
Free supervisor evaluation form template for small businesses. Collect upward feedback on leadership, communication, fairness, and team development.
Read more PTO & LeaveTime Off Request Form Template
Free time off request form template for small businesses. Printable PTO request form with leave types, date fields, and manager approval sections.
Read more Policy TemplatesTravel Policy Template
Free travel policy template for small businesses. Simple guidelines covering approvals, booking, transportation, lodging, meals, and expense reporting.
Read more Policy TemplatesTuition Reimbursement Policy Template
Free tuition reimbursement policy template for small businesses. Covers eligibility, approved programs, reimbursement limits, and grade requirements.
Read more Performance & ReviewsVerbal Warning Template
Free verbal warning template for small businesses. Document employee performance or conduct issues with this ready-to-use verbal warning form.
Read more Scheduling & AttendanceWhat Is an Absence Tracker? A Guide for Small Teams
Learn what an absence tracker is, why small businesses need one, and how to choose between spreadsheets and software for tracking employee absences.
Read more Certifications & TrainingWhat Is Certification Management Software?
Learn what certification management software does, which industries need it, and how to choose the right tool for tracking employee certifications and compliance.
Read more Performance & ReviewsWhat to Talk About in a 1-on-1 with Your Manager
Not sure what to talk about in a one on one with your manager? Here are the best topics, preparation tips, and a framework for productive check-ins.
Read more Policy TemplatesWork From Home Policy Template
Free work from home policy template for small businesses. Covers WFH eligibility, request process, expectations, and guidelines for occasional flexible days.
Read more Hiring & OnboardingWorkforce Planning Template
Free workforce planning template for small businesses. Includes current state assessment, future needs analysis, gap identification, and staffing action plan.
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