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The Ultimate Directory of Free HR Templates & HR Forms

HR departments are responsible for a variety of complex processes including recruitment, training, employee discipline and termination. It can quickly become difficult to stay on top of tracking and recording progress for these tasks without the help of templates. An employee handbook should include, at minimum, the company's code of conduct, anti-harassment and anti-discrimination policies, attendance and leave policies, compensation and benefits overview, disciplinary procedures, and acknowledgment of at-will employment (where applicable). From time sheets to disciplinary action forms, this extensive list of employee relations case management templates has everything you need to help your HR department stay on track. This directory provides free, downloadable templates for each of those sections, along with investigation forms, corrective action notices, and other HR documents required for legal compliance.

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Case IQ is used by workplace investigation teams across multiple industries to expedite case management tasks spanning HR, fraud, security, and beyond. With the help of Case IQ, case intake, workflow, data centralization, and reporting is easier than ever. Schedule a demo and see how Case IQ can help your organization today!

The Benefit of HR Templates

This directory of 150+ free HR templates offers a wide range of fillable forms and document samples to help you streamline your HR and employee relations (ER) processes. Whether you need to record employee complaints or develop a new workplace policy, these templates have been created to make your job easier. Many of them are fully customizable and provide the initial framework to help you begin tracking your HR activities. Follow the links below to download your free employee relations case management templates. Then, explore how Case IQ can aid your HR team by requesting a demo today!  Note: It's a good idea to consult an employment lawyer to ensure that the documents you plan to use comply with applicable labor laws.    

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Recruitment

Hiring and retaining employees is a key priority for a Human Resources professional. There is a lot of pressure to develop and implement recruiting plans and strategies, attract potential job suitors, review applications, efficiently interview candidates and onboard staff. Without the right forms and templates, this can be an impossible task. Check out the wide range of free downloadable and editable recruitment forms below.  

Recruiting Plans Forms & Templates
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Staffing or Recruiting Plan

Recruitment Process

‍Employee Directory and Contact List Form

Intern Agreement Template

Ultimate Guide to Hiring an Intern

‍Recruitment

‍Independent Contractor Agreement Template

   

Job Descriptions and Applications Forms & Templates
Process - Job Description Template

Job Requirements Checklist

Job Description TemplateJob Application Form

Job Application Form

Job Application Online FormEmployee ApplicationJob Application

   

Interviewing Forms & Templates
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Job Interview Form

‍Interview Forms

‍Interview Evaluation Form

‍Candidate Screening Tracker

Human Resources Pre-Screening

Employee Background Check

‍Job Interview Scoring Sheet Template

   

Hiring Forms & Templates
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Formal Job Offer Letter Sample

Informal Offer Letter Sample

‍Job Offer Email Template

Rejection Letter Template

   

Onboarding Forms & Templates
New-Employee-Onboarding-Checklist

New Hire Checklist

Employee Information Sheet

‍New Hire Welcome Letter (Supervisor)‍

Employee Information Form

Employee Emergency Information

Employee Data Sheet Table

‍New Employee Welcome Email

‍New Employee Welcome Letter Sample

‍New Employee Announcement Email

   

Offboarding Forms & Templates
Termination & offboarding

Termination Letter Template ★

Employment Termination Letter Sample‍

Sample Employee Contract Termination Letter‍

Termination Checklist and Form‍

Employee Termination Checklist

‍Employee Transition Letter Template

Employee Exit Interview

Resignation Form

‍Business Contract Termination Letter Sample

‍Employee Reference Letter Sample

‍Job Transfer Request Form‍

Transition Plan

Payroll and Scheduling

The Human Resources division of a company often takes on scheduling and payroll duties. For companies with part-time or seasonal staff, HR will coordinate scheduling, vacation time and personal days. Their work also includes processing pay checks, keeping track of and handing out pay stubs, tracking expenses, and preventing fraud The more employees you have, the more hectic processing compensation can be. Be prepared with all the right HR forms and templates.  

Scheduling Forms and Templates
timesheet

Employee Work Schedule

Work Schedule Template‍

Monthly Work Schedule‍

Weekly Work Schedule‍

Hourly Work Schedule

‍Employee Attendance Tracker‍

Hour Calculating Time Sheet

Hourly Tracking Time Sheet

Daily Time Sheet‍

Working Hours

‍Employee Timesheet‍

Employee Time Sheet

‍Employee Time Sheets

‍Vacation Schedule

   

Payroll Forms and Templates
Pay-Stub-Smartsheet

Direct Deposit Authorization Form

Expense Tracking Worksheet‍

Payroll Tracker

Expense Reimbursement Form

Payroll Forms‍

Pay Stub

Employee Relations

Managing employee and labor relations is one of the biggest responsibilities for a Human Resources professional. HR's role is to resolve employee disputes. This includes reviewing incident claims from staff, overseeing support for victims, conducting workplace investigations, writing out and distributing warning letters, enforcing disciplinary action (if necessary), and carrying out grievance procedures. In the event of an incident, the last thing you want to do is to face employee misconduct unprepared.  

Incident Reporting Forms

Incident Report Template ★

Employee Complaint Form ★

‍Complaint Forms

‍Employee Complaint Form

Sexual Harassment Complaint Form ★

Complaint Form‍

Employee Relations

   

Investigation Forms & Templates
Investigation Plan Template Free Cheap Tools For Investigators

Compliance Investigation Report Template ★

Investigation Plan Template ★‍

Workplace Investigation Follow-Up Checklist ★

Workplace Investigation Report Template ★

Investigation Report Template ★‍

Investigation Report Sample ★

   

Disciplinary Action Forms

Employee Disciplinary Action Form ★

Warning Letter Template‍

Employee Warning Notice

Disciplinary Procedures

Employee Discipline Aids

‍Employee Discipline Form

Training & Development

Adequate training and development significantly improves company performance, employee retention and a person's entire professional life. By providing the right training and goal plans, performance review sheets and evaluation forms, the  HR department can completely transform the success of a company and the morale of its employees.  

Training and Evaluation Templates
Efficient lightbulb, streamlining workflow

Employee Training Plan

Goal Planning Worksheet

‍Training and Development‍

Performance Management

Employee Evaluation Form

Employee Evaluation Form

‍Employee Evaluation

‍Employee Evaluation Forms

Employee Evaluation

   

Performance Review Forms & Templates
Performance Review Template

Employee Performance Review

Performance Review Template‍

Employee Review Form‍

Employee Review Form

Employee Performance Appraisal‍

Appraisal Forms

   

Survey and Feedback Forms
Survey template

Employee Suggestion Form

Employee Satisfaction‍

Feedback Forms

‍Recruitment Evaluation Survey

Training Evaluation Survey Document

‍Job Analysis Questionnaire

Workplace Safety & Policies

The Human Resources department is often responsible for coordinating and enforcing workplace policies and other safeties. Without the proper policy in place, employees are left to assume what constitutes right and wrong and, in some cases, this will lead to trouble. Drafting a policy can be a tedious task and you need to make sure you check all the right boxes. Never forget an important section again with free consent forms and policy templates.  

Workplace Safety Templates
Consent Form Drug & Alcohol - i-Sight

Employee Drug Test Consent Form ★

Health and Safety

Drug Testing Consent Form

Work Safety Checklist

   

Workplace Policy Templates

Code of Conduct Template ★

Chain of Custody Template ★‍

Workplace Safety Policy

‍Employee Handbook Template ★

Social Media Policy Checklist ★

Sample Work Rules‍

Sample Drug Testing Policies‍

Workplace Sexual Harassment Policies‍

Workplace Violence Prevention Policy

   

Other Forms & Templates
Shelves of other forms and templates

Processing Forms‍

Protecting Your Business‍

Sample Nondisclosure Agreement

‍Employee Grievance Form

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