HR & employment form templates

30/60/90-day new hire check-in Use one form at 30, 60 and 90 days to review a new starter's settling in, training, goals and concerns. 23 questions · 4 pages Apprenticeship application A friendly application form for apprentices, covering education, trade choice and motivation, with a parent or guardian section for under-18s. 29 questions · 4 pages Benefits enrollment Collect employees' health, dental, vision, pension and other benefit choices, with dependants and a beneficiary, in one signed form. 31 questions · 5 pages Bereavement leave request A gentle, straightforward form for staff to request compassionate leave after a death, with the details HR needs and nothing more. 27 questions · 3 pages Business travel request Trip pre-approval with the purpose, the budget and the practicalities in one signed request. 36 questions · 4 pages Candidate phone screen Ask every candidate the same first-call questions and keep the notes, ratings and outcome in one filed record. 26 questions · 3 pages Company vehicle driver authorization A driver registration form that collects licence details, driving history and a signed policy declaration before anyone takes a company vehicle out. 32 questions · 4 pages Contractor onboarding Collect a new freelancer or contractor's business, tax, rate, insurance and bank details in one online form, signed and filed automatically. 29 questions · 5 pages Corporate card request A company card application with the business case, the limits and a signed cardholder agreement in one record. 31 questions · 4 pages Disciplinary meeting record A neutral, structured record for whoever chairs or takes notes at a disciplinary or investigation meeting. 33 questions · 4 pages Employee details change Let employees update their address, phone, name and emergency contacts in one short form that only asks about what's changed. 27 questions · 4 pages Employee goal setting (OKRs) Objectives, measurable key results and target dates, agreed between an employee and their manager in one signed record. 38 questions · 4 pages Employee handbook acknowledgement A signed, dated record that each employee received and read your handbook, and the version they read. 21 questions · 3 pages Employee onboarding Everything HR needs from a new starter, collected online and filed automatically as a PDF. 26 questions · 5 pages Employee performance appraisal A structured annual appraisal that managers complete for each employee: goals achieved, competency ratings, strengths, development areas and next year's goals. 25 questions · 5 pages Employee recognition nomination Let anyone nominate a colleague or team for an award, with the specifics that make recognition mean something. 17 questions · 3 pages Employee referral Let staff refer candidates for open roles with a CV, how they know them and why they'd be a great fit. 19 questions · 3 pages Employee skills inventory Find out what your people can do: skill levels, languages, qualifications, renewable certifications and what they'd like to do next. 23 questions · 4 pages Equipment request Let employees request a laptop, phone or office equipment with a business reason, cost centre and manager approval, all in one online form. 21 questions · 3 pages Exit interview Capture honest, structured feedback from a departing employee while it's still fresh. 21 questions · 4 pages Expense reimbursement claim Let employees claim back work expenses online, receipts attached, with every claim saved as a PDF you can approve and pay. 34 questions · 3 pages Flexible working request Let employees formally request a change to their hours, days or place of work, with impact and a trial period thought through up front. 25 questions · 5 pages Grievance form Give employees a confidential, structured way to raise a formal workplace concern, from what happened to the outcome they want. 23 questions · 4 pages Internal transfer application Give employees a clear way to apply for internal vacancies, promotions, relocations and secondments. 24 questions · 4 pages Internship application An online application form for students, graduates and career-changers, covering studies, availability, interests and a CV upload. 29 questions · 5 pages Interview availability Ask shortlisted candidates when they can interview, how, and what would help them on the day, in one short form. 23 questions · 3 pages Interview scorecard Help interviewers rate candidates on the same competencies, back each rating with evidence, and give a clear hire recommendation. 20 questions · 3 pages Job analysis questionnaire Ask the people doing a job to describe it as it really is: purpose, duties, responsibility, demands and the skills it needs. 31 questions · 4 pages Job application An online application form for candidates: their details, the role, experience, cover letter, CV and a signed declaration. 20 questions · 4 pages Job offer acceptance Let new hires accept your job offer online, confirm their start date and sign — or tell you if they want to discuss or decline. 22 questions · 4 pages Job requisition Give hiring managers one form to request a new or replacement role, with the budget and business case approvers need. 31 questions · 4 pages Leave of absence request Collect extended leave requests — medical, family, military, study or sabbatical — with dates, documents and a manager's recommendation in one form. 28 questions · 5 pages Mileage reimbursement claim Business journeys in a personal vehicle, logged with route, purpose and distance, and signed off in one claim. 39 questions · 4 pages New hire IT setup Everything IT needs to know before a new starter's first day, in one online request that files itself. 25 questions · 4 pages One-on-one meeting notes A consistent, shared record of every one-on-one, from how someone's feeling to who does what before next time. 23 questions · 4 pages Outside employment declaration A clear, fair way for employees to declare second jobs, side businesses and board roles. 30 questions · 4 pages Overtime request One form for pre-approving overtime before it happens, or logging it properly after the fact. 20 questions · 3 pages Parental leave request Let employees notify you of maternity, paternity, adoption or shared parental leave, with dates, pay preferences and a return plan. 25 questions · 4 pages Payroll change request Give managers one form to request pay, hours, allowance, bonus or cost-centre changes, with an effective date and approval. 33 questions · 4 pages Payroll query Give employees one clear way to question their pay, with the amounts, the payslip and the evidence payroll needs to check it. 22 questions · 4 pages Performance improvement plan Set out performance gaps, measurable targets, support and review dates in a clear, fair performance improvement plan. 31 questions · 4 pages Performance self-review A structured self-assessment employees complete before their performance review, so the conversation starts from something real. 25 questions · 4 pages PPE issue record A signed record of the protective equipment each worker receives, what size it was and what they were shown. 30 questions · 3 pages Probation review A structured way for managers to record a new starter's probation review and decide whether to confirm, extend or end it. 27 questions · 4 pages Promotion recommendation A structured case for promotion, covering the role, the pay, the evidence and who signs it off. 31 questions · 4 pages Reference check Ask a candidate's referee for a structured, confidential reference online, in about ten minutes. 23 questions · 4 pages Relocation assistance request One form for new hires and transferring staff to ask for help with a work move, with quotes and a signed acknowledgement. 28 questions · 4 pages Resignation notice A clear written resignation with the dates, holiday and handover details HR needs to process a leaver. 26 questions · 4 pages Return-to-work interview Record a supportive return-to-work conversation after sickness absence, from fitness to work and adjustments to agreed follow-up. 29 questions · 4 pages Salary review request Make the case for a pay review with a structured form that keeps the focus on your role, impact and evidence. 23 questions · 4 pages Shift swap request Let staff request a shift swap or cover online, with colleague agreement and manager approval built in. 25 questions · 4 pages Sickness absence self-certification A short form employees fill in after a sickness absence: the dates, a brief reason, any note, and a signed declaration. 23 questions · 4 pages Staff availability form Collect when every shift worker can work, in one consistent format you can build rotas from. 22 questions · 3 pages Stay interview A stay interview form that helps managers learn what keeps their people, what might pull them away, and what to do about it. 23 questions · 4 pages Time off request Request annual leave, sick days or other time off online, with dates, cover arrangements and manager sign-off in one form. 21 questions · 3 pages Training attendance register A signed attendance record for any training session, from a toolbox talk to a full-day course. 61 questions · 3 pages Training request Ask for funding or time off for a course, conference or qualification, with costs and a clear business case built in. 31 questions · 5 pages Tuition assistance request Course funding requests with the costs, the business case and the repayment terms agreed before anyone enrols. 36 questions · 4 pages Weekly timesheet Daily hours, overtime, leave and project time for the week, signed by the employee and ready for approval. 32 questions · 4 pages Workplace adjustment request A supportive, confidential way for employees to ask for reasonable adjustments or accommodations at work. 25 questions · 3 pages Workplace incident report Report an accident, injury, near miss or hazard while details are fresh, with witnesses, photos and immediate actions all in one place. 25 questions · 4 pages Workstation self-assessment A self-assessment form for office and home workstations: set-up checks, comfort and habits, and the equipment that would help. 23 questions · 4 pages