From Hiring to Monitoring: How to use Free HR Templates and Forms

Rosie Ramirez

30 April 2019    |   

Successful workforces always have an effective HR team at the helm. They are responsible for everything from recruitment to training and development. This entails many processes and paperwork that can be too much to keep up with. In fact, creating and tracking documents is difficult without templates. Templates let you save valuable time so you can focus on more important tasks. Tanda’s free HR templates for workforce planning cover a variety of tasks and situations across industries. They provide a basic framework that you can customise them to your needs. Check out the list below to learn more about free templates for workplace planning! Position Descriptions Hiring the right candidate starts with a position description. You can use it to establish expectations and screen applications. Recruiters often underestimate how important the position description is. If the description is too abstract, both employer and applicant may have a hard time assessing it. If it’s too specific, qualified applicants may be discouraged from applying because they lack one or two requirements. Use our free HR templates as a baseline and edit them for your organisation. We have templates for several occupations like retail store manager and public relations coordinator. You can pool the best candidates faster with a great position description. Then you can offer them roles that best fit their personality. Read: 5 Restaurant Hiring Mistakes You Should NEVER Make Interview Kits Conducting an interview is crucial to finding the best talent for a position. CVs only tell you a part of the story. Ultimately, personality and culture fit will determine a candidate’s success in their role. Asking the right questions during an interview will help avoid wrong decisions in the hiring process. The position description, along with the candidate’s CV, will provide the context you need. But whether you’re hiring for a telesales agent or a hotel manager, you need an interview pack that will guide you through the interview process. A successful interview is a two-way conversation between the employer and candidate. Structure your interview so that each has a chance to learn from the other. Read more: 5 Rules for Hiring “Perfect Fit” Employees Employee Handbook Content An employee handbook is typically given to a new employee during the onboarding process. It contains employment information like working hours and leave policy, duties and performance reviews, and dismissal and resignation procedures. The handbook, along with the rest of the onboarding process, has a great impact on how the new hire will approach their role. It helps ensure retention and productivity not just for individuals but also for entire teams. The employee handbook is something the employee can keep going back to, so it’s important to make sure that it contains the right information. Read more: Onboarding: The Employer’s Checklist Employee Performance After the employee is welcomed to the organisation, it is the manager’s job to make sure that the right mechanisms are in place to monitor performance. Part of the onboarding process is involving the new hire in setting their own short- and long-term goals. Goal setting in the workplace is an important part of individual, departmental, and company-wide success.  Make sure that the goals are easy to measure, set against specific tasks, and aligned with personal aspirations. Continuously monitoring employee performance helps ensure that every employee is empowered to contribute to the organisation. Read more: Giving Employee Feedback: 7 Ways to Constructively Deliver Bad News Employee Letters Finally, there are many documents used throughout the work week in any organisation. Any warnings or changes in the nature of someone’s employment must be officially communicated. This is to protect both the employer and employee from any liabilities down the line. However, crafting letters for these situations can become tedious. You can use our late attendance warning letter to address tardiness or absenteeism. You can also send notices of promotions or changes to working hours as the case arises. For shift workers, use the shift swapping form to adjust rosters according to the availability of your employees. Read more: Should you approve shift swaps at work? Unlock more HR Tools with Tanda Free HR templates are a good way to streamline your HR processes. However, they have proven unsustainable for growing companies. The more employees you have, the more administrative work it takes to keep up. Besides, free HR templates cannot provide the data you need to optimise your workforce.  Many companies today invest in workforce automation to free up their managers’ time to focus on more important tasks. Whether it’s onboarding, rostering, or payroll integration, automation does all the work and more at a fraction of the cost. The right workforce automation software takes you one step closer to increasing profits and growing into new markets. Ready to discover how to take the work out of running your growing workforce? Start your free trial today!

Successful workforces always have an effective HR team at the helm. They are responsible for everything from recruitment to training and development. This entails many processes and paperwork that can be too much to keep up with. In fact, creating and tracking documents is difficult without templates. Templates let you save valuable time so you can focus on more important tasks. Tanda’s free HR templates for workforce planning cover a variety of tasks and situations across industries. They provide a basic framework that you can customise them to your needs. Check out the list below to learn more about free templates for workplace planning!

Position Descriptions

Hiring the right candidate starts with a position description. You can use it to establish expectations and screen applications. Recruiters often underestimate how important the position description is. If the description is too abstract, both employer and applicant may have a hard time assessing it. If it’s too specific, qualified applicants may be discouraged from applying because they lack one or two requirements. Use our free HR templates as a baseline and edit them for your organisation. We have templates for several occupations like retail store manager and public relations coordinator. You can pool the best candidates faster with a great position description. Then you can offer them roles that best fit their personality.

Read: 5 Restaurant Hiring Mistakes You Should NEVER Make

Interview Kits

Conducting an interview is crucial to finding the best talent for a position. CVs only tell you a part of the story. Ultimately, personality and culture fit will determine a candidate’s success in their role. Asking the right questions during an interview will help avoid wrong decisions in the hiring process. The position description, along with the candidate’s CV, will provide the context you need. But whether you’re hiring for a telesales agent or a hotel manager, you need an interview pack that will guide you through the interview process. A successful interview is a two-way conversation between the employer and candidate. Structure your interview so that each has a chance to learn from the other.

Read more: 5 Rules for Hiring “Perfect Fit” Employees

Employee Handbook Content

An employee handbook is typically given to a new employee during the onboarding process. It contains employment information like working hours and leave policy, duties and performance reviews, and dismissal and resignation procedures. The handbook, along with the rest of the onboarding process, has a great impact on how the new hire will approach their role. It helps ensure retention and productivity not just for individuals but also for entire teams. The employee handbook is something the employee can keep going back to, so it’s important to make sure that it contains the right information.

Read more: Onboarding: The Employer’s Checklist

Employee Performance

After the employee is welcomed to the organisation, it is the manager’s job to make sure that the right mechanisms are in place to monitor performance. Part of the onboarding process is involving the new hire in setting their own short- and long-term goals. Goal setting in the workplace is an important part of individual, departmental, and company-wide success.  Make sure that the goals are easy to measure, set against specific tasks, and aligned with personal aspirations. Continuously monitoring employee performance helps ensure that every employee is empowered to contribute to the organisation.

Read more: Giving Employee Feedback: 7 Ways to Constructively Deliver Bad News

Employee Letters

Finally, there are many documents used throughout the work week in any organisation. Any warnings or changes in the nature of someone’s employment must be officially communicated. This is to protect both the employer and employee from any liabilities down the line. However, crafting letters for these situations can become tedious. You can use our late attendance warning letter to address tardiness or absenteeism. You can also send notices of promotions or changes to working hours as the case arises. For shift workers, use the shift swapping form to adjust rosters according to the availability of your employees.

Read more: Should you approve shift swaps at work?

Unlock more HR Tools with Tanda

Free HR templates are a good way to streamline your HR processes. However, they have proven unsustainable for growing companies. The more employees you have, the more administrative work it takes to keep up. Besides, free HR templates cannot provide the data you need to optimise your workforce.  Many companies today invest in workforce automation to free up their managers’ time to focus on more important tasks. Whether it’s onboarding, rostering, or payroll integration, automation does all the work and more at a fraction of the cost. The right workforce automation software takes you one step closer to increasing profits and growing into new markets.

Ready to discover how to take the work out of running your growing workforce? Start your free trial today!

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Rosie Ramirez

Our team's goal is to provide practical advice for business owners and managers across industries.

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