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 Career development plan Turn a career conversation into a written plan with target roles, skills to build and dated actions you both sign. 32 questions · 5 pages Career fair candidate registration Capture every candidate you meet at a careers fair or campus event — with their CV — before the conversation is forgotten. 24 questions · 4 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 license and certification record One tidy record per credential, with the dates, the CE hours and a copy of the document filed together. 28 questions · 2 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 Employment verification request Give lenders, landlords and agencies one place to ask HR to confirm employment, with the employee's consent attached every time. 23 questions 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 Headcount plan request Collect every department's staffing plan in the same shape, so HR and Finance can compare, cost and prioritise them. 49 questions · 4 pages HR policy exception request Give managers a clear route to ask for a one-off exception, and give HR a record of every exception and why it was made. 29 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 Job shadowing request Give employees a simple way to ask to spend time with another team, with goals the host can plan around and the manager's approval on record. 21 questions Jury duty leave request Let employees tell HR about jury service with the summons attached, the dates clear and the pay question asked up front. 23 questions Knowledge transfer plan Capture what someone knows before they leave or move on, and plan how it reaches the person taking over. 28 questions · 5 pages Leave carryover request Let employees ask to carry unused leave into next year, with the figures, the reason and the manager's decision in one record. 23 questions · 3 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 Offer approval request Put the whole job offer in front of approvers before it reaches the candidate. 36 questions · 2 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 calibration worksheet Help managers come to calibration with evidence, and leave with every agreed rating and the reason for it written down. 59 questions · 3 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 Pet at work request Run a dog-friendly office fairly — every request checks health, temperament, colleagues' needs and agreement to the rules. 31 questions · 5 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 Recruitment agency brief Give every recruiter the same complete brief — the role, the candidate, the package, the process and the rules — before they start sending CVs. 36 questions · 5 pages Redundancy consultation record Write up every consultation meeting the same way, so what was explained, discussed and agreed is clear to everyone. 28 questions · 4 pages Reference check Ask a candidate's referee for a structured, confidential reference online, in about ten minutes. 23 questions · 4 pages Rehire eligibility review Decide consistently whether a former employee can come back, with the manager's view, the HR record and the reasons written down. 27 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 Right to work check record Record every right-to-work check the same way — what you saw, how you checked it, when permission ends and who signed it off. 28 questions · 3 pages Sabbatical request Give staff a clear way to ask for a long break, and give managers everything they need to say yes with confidence. 27 questions · 2 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 Seasonal staff return intent Find out early which of last season's team are coming back, when they're free and what they'd like to do. 25 questions · 3 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 Staff uniform order Get uniform orders right the first time: the right items, the right sizes, and a clear record of who's paying. 29 questions 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 Succession planning profile Profile each key role and the people who could step into it, so a sudden vacancy doesn't become a crisis. 36 questions · 3 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 Timecard correction request Fix missed punches before payroll runs, with a clear record of what changed and who approved it. 25 questions 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 Voluntary self-identification Invite applicants and employees to share equal opportunity data voluntarily, with a clear 'prefer not to say' on every question. 11 questions Weekly timesheet Daily hours, overtime, leave and project time for the week, signed by the employee and ready for approval. 32 questions · 4 pages Wellness action plan A voluntary, confidential plan an employee and manager agree together, so support is in place before it's needed. 23 questions · 4 pages Work from abroad request Let employees ask to work temporarily from another country, with the facts HR, IT and Finance need to say yes safely. 31 questions · 4 pages Work visa sponsorship request Give employees and offered candidates one clear way to ask for visa sponsorship, with everything HR needs to decide and brief an adviser. 33 questions · 5 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 Workplace investigation interview A consistent, neutral record of every interview in a workplace investigation, from the opening words to the signatures. 34 questions · 2 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