The HR template library, open.
56 HR templates across 9 practice areas — drafted by practitioners, refreshed quarterly. $49–$149 per template, instant download in .docx, .pdf, and Google Doc.
Role-specific PIPs — pre-filled and job-description-anchored
Twelve premium Performance Improvement Plans, each with the essential-functions table and SMART goals already written for the role and anchored to its job description. EEO-defensible by structure.
Account Executive PIP — job-description-based
Role-specific PIP built on the account executive job description.
Account Manager PIP — job-description-based
Role-specific PIP built on the account manager job description.
Business Development Representative PIP — job-description-based
Role-specific PIP built on the BDR job description.
Inside Sales Representative PIP — job-description-based
Role-specific PIP built on the inside sales rep job description.
Insurance Agent PIP — job-description-based
Role-specific PIP built on the insurance agent job description.
Outside / Field Sales Representative PIP — job-description-based
Role-specific PIP built on the outside sales rep job description.
Real Estate Agent PIP — job-description-based
Role-specific PIP built on the real estate agent job description.
Regional Sales Director PIP — job-description-based
Role-specific PIP built on the regional sales director job description.
Retail Sales Associate PIP — job-description-based
Role-specific PIP built on the retail sales associate job description.
Sales Engineer PIP — job-description-based
Role-specific PIP built on the sales engineer job description.
Sales Manager PIP — job-description-based
Role-specific PIP built on the sales manager job description.
Sales Representative PIP — job-description-based
Role-specific PIP built on the sales rep job description.
Just need a blank scaffold to fill in yourself? The generic PIP template is $49 →
Every document, grouped.
Each practice area represents a part of the HR function that produces documents. Within each area, documents are listed alphabetically.
Performance & review
18 templates12-Month Headcount & Workforce Planning Model (.xlsx)
Executive financial model projecting hiring ramps and fully loaded payroll costs.
360-Degree Feedback Review
Multi-rater feedback with bias-aware interpretation.
90-Day New Hire Review
Probationary period assessment & decision framework.
Account Executive PIP — job-description-based
Role-specific PIP built on the account executive job description.
Account Manager PIP — job-description-based
Role-specific PIP built on the account manager job description.
Annual Performance Review
A complete template for yearly employee evaluation.
Business Development Representative PIP — job-description-based
Role-specific PIP built on the BDR job description.
Inside Sales Representative PIP — job-description-based
Role-specific PIP built on the inside sales rep job description.
Insurance Agent PIP — job-description-based
Role-specific PIP built on the insurance agent job description.
Outside / Field Sales Representative PIP — job-description-based
Role-specific PIP built on the outside sales rep job description.
Performance Improvement Plan
60-day structured improvement with measurable objectives.
Real Estate Agent PIP — job-description-based
Role-specific PIP built on the real estate agent job description.
Regional Sales Director PIP — job-description-based
Role-specific PIP built on the regional sales director job description.
Retail Sales Associate PIP — job-description-based
Role-specific PIP built on the retail sales associate job description.
Salary Band & Compensation Benchmarking Matrix (.xlsx)
Automated Excel financial model for pay ranges, spreads, and compa-ratios.
Sales Engineer PIP — job-description-based
Role-specific PIP built on the sales engineer job description.
Sales Manager PIP — job-description-based
Role-specific PIP built on the sales manager job description.
Sales Representative PIP — job-description-based
Role-specific PIP built on the sales rep job description.
Employment contracts
7 templatesCasual Employment Contract — NSW
Australia, NSW. Fair Work-compliant casual engagement.
Casual Employment Contract — VIC
Australia, Victoria. Fair Work-compliant casual engagement.
Fixed-Term Employment Contract (AU)
Fair Work Amendment Act 2023 compliant.
Independent Contractor Agreement (US)
1099 engagement with IRS classification, IP, and termination provisions.
Monthly Professional Retainer Agreement
Fixed monthly fee agreement guaranteeing dedicated advisory hours.
Permanent Employment Contract (AU)
Full-time, Fair Work-compliant. Australia.
Professional Consulting & Advisory Agreement
Defensible 1099 consulting agreement with SOW, IP assignment, and fee terms.
HR forms
6 templatesBusiness Expense Reimbursement Form
Itemized expense claim with policy compliance certification.
Employee Emergency Contact Form
Standalone emergency contact form with voluntary medical notification.
Employee Leave Request Form
All-in-one leave request covering PTO, sick, parental, and unpaid leave.
Employee PTO & Leave Accrual Tracker (.xlsx)
Automated Excel absence workbook tracking vacation, sick leave, and balances.
IT Equipment Request & Property Agreement
Hardware request and company property acknowledgment.
New Hire Information & Emergency Contact Form
Core employee intake, banking direct deposit, and emergency contacts.
Offer letters
5 templatesCasual / Part-Time / Hourly Offer Letter (US)
At-will hourly offer letter with variable scheduling and overtime terms.
Executive Offer Letter
VP and C-suite roles. Equity, severance, indemnification.
Offer Letter (California)
California-specific at-will offer with WTPA and pay transparency compliance.
Offer Letter (New York)
NY-specific with pay transparency, NYC sick leave, paid family leave.
Standard Offer Letter (US, At-Will)
At-will employment, ready to send today.
Policies
5 templatesAnti-Harassment Policy (US)
Standalone harassment policy with reporting, investigation, and anti-retaliation framework.
Corporate Code of Business Conduct & Ethics
Comprehensive ethics, professional conduct, conflicts of interest, and whistleblower policy.
Employee Handbook (US, Small Business)
Complete 14-section handbook template for US small employers.
PTO Policy
Paid time off policy with accrual, carryover, sick leave, and state-mandated minimums.
Remote Work Policy
Remote and hybrid work policy with equipment, expense, ergonomics, and tax considerations.
Legal agreements
4 templatesEmployee Confidentiality + IP Assignment
Confidentiality, invention assignment & non-solicit (US).
Mutual NDA
Two-way confidentiality with five use-case cover paragraphs.
Non-Competition & Restrictive Covenants Agreement
Protects trade secrets, customer relationships, and staff with multi-state defensibility.
Separation Agreement (US)
Release of claims, severance, OWBPA-compliant for ADEA waivers.
Onboarding
4 templates30-60-90 Day Success & Performance Plan
Ramp milestone framework for new hires to reach full autonomy.
Employee Onboarding Checklist (Pre-Boarding to Day 90)
A 4-week structured onboarding checklist covering pre-boarding, week 1, and 30/60/90 milestones.
Job Description Pack (12 Roles)
Twelve role-specific job description templates across common business functions.
New Employee Welcome Letter
Warm, professional welcome letter and first-day orientation logistics.
Training & development
4 templatesIndividual Employee Training Plan
Co-owned development plan covering competency gaps, interventions, and metrics.
New Hire Training Plan (First 60 Days)
Step-by-step role training roadmap for the first two months.
Post-Training Course Feedback & Evaluation Form
Participant evaluation form measuring relevance, delivery quality, and application.
Training Needs Analysis (TNA) Matrix
Departmental skill gap analysis and prioritized training roadmap.
Termination & exit
3 templatesExit Interview Kit
Structured exit conversation framework with template questions.
Termination Letter (US, At-Will)
At-will and for-cause termination letters with state-specific final pay notes.
Warning Letter (US)
Verbal record, first written, and final written warning templates.
Documents that go together.
Some documents are one link in a chain. These are the groups HR teams tend to buy together — each bought separately, at its own price.
Termination pack
The full documentation chain for a defensible exit — warning, improvement plan, termination, separation.
- Warning Letter (US)$49
- Performance Improvement Plan$49
- Termination Letter (US, At-Will)$49
- Separation Agreement (US)$49
Bought separately · add each to your library
Hiring starter pack
Bring a new hire on board — from the offer to the handbook they sign on day one.
- Standard Offer Letter (US, At-Will)$49
- Employee Confidentiality + IP Assignment$49
- Employee Handbook (US, Small Business)$49
Bought separately · add each to your library
NDA pair
Both directions of confidentiality — one for employees, one for outside partners.
Bought separately · add each to your library
Complete Onboarding Suite
The complete new-hire workflow: welcome letter, comprehensive checklist, 30-60-90 plan, intake form, and IT request.
- New Employee Welcome Letter$49
- Employee Onboarding Checklist (Pre-Boarding to Day 90)$49
- 30-60-90 Day Success & Performance Plan$49
- New Hire Information & Emergency Contact Form$49
- IT Equipment Request & Property Agreement$49
Bought separately · add each to your library
Essential HR Policy Pack
Foundational workplace policies: Employee Handbook, Code of Conduct, Anti-Harassment, Remote Work, and PTO.
- Employee Handbook (US, Small Business)$49
- Corporate Code of Business Conduct & Ethics$49
- Anti-Harassment Policy (US)$49
- Remote Work Policy$49
- PTO Policy$49
Bought separately · add each to your library
Training & People Development Kit
Structured talent growth: Departmental Training Needs Analysis, New Hire Syllabus, Employee Development Plan, and Course Evaluation.
- Training Needs Analysis (TNA) Matrix$49
- New Hire Training Plan (First 60 Days)$49
- Individual Employee Training Plan$49
- Post-Training Course Feedback & Evaluation Form$49
Bought separately · add each to your library
HR Financial & Operations Spreadsheet Suite
Three automated Excel financial models: Salary Band Matrix, PTO Accrual Tracker, and Headcount Planning Model.
- Salary Band & Compensation Benchmarking Matrix (.xlsx)$79
- Employee PTO & Leave Accrual Tracker (.xlsx)$49
- 12-Month Headcount & Workforce Planning Model (.xlsx)$99
Bought separately · add each to your library
Drafted, reviewed, refreshed.
Every document goes through the same editorial process before it ships, and the same review cycle once it's out.
- Drafted by practitioners
- Each document is drafted by HR operators with experience running the situation it covers.
- Quarterly review
- Re-reviewed every 90 days. When law changes, the document changes — at no additional cost.