Templates - People Management

Only avalable in English - Somente Disponível em Inglês

When you first became a manager, you stepped away from the "individual contributor" role where you were evaluated on your own performance. You became a manager and instantly became responsible for far more than you could ever produce on your own. You became responsible for the production of your team.

A manager's most important, and most difficult, job is to manage people. You must lead, motivate, inspire, and encourage them. Sometimes you will have to hire, fire, discipline or evaluate employees.

The following templates will help you successfully plan and manage people and thier related issues.

All templates are in Word unless noted otherwise.

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360 Feedback Summary (Excel)

 

This template is used to consolidate the feedback provided from the 360 review forms.

R$ 7,95

 

This template contains the following sections:

- Customer Feedback

- Peer Feedback

- Upward Feedback

- Comments

 

Acknowledgement of Drug/Alcohol Policy

 

This is a prepared template for a new hire candidate to acknowledge they have read and understand your drug and alcohol policy.

R$ 7,95

 

This template contains the following sections:

- Candidate Name

- Department

- Manager Name

- Policy

- Signature

 

Applicant Interview Summary

 

This document is used to gather feedback from interviewers for each new hire candidate.

R$ 7,95

 

This template contains the following sections:

- Interviewer Information

- Interview Data

- Overall Appraisal

 

Authorized Signature Form

 

This template authorizes individuals to approve certain expenses up to a certain dollar amount.

R$ 7,95

 

This template contains the following sections:

- Type of Expense

- Account / Sub Account

- Dollar Limit

- Authorized Name

- Authorized Signature

 

Candidate Background Check

 

This form is used to document the results of a background check for new hire candidates.

R$ 7,95

 

This template contains the following sections:

- Education Check

- Prior Employers

- Military Service

- Other

- Explain Any "No" on Validation Checks

 

Client 360 Review Feedback

 

One way to get meaningful feedback for your performance is to ask your clients. These could be external clients or internal clients. This template includes a cover letter that explains the purpose of the feedback, as well as the actual survey that they can complete.

R$ 7,95

 

This template contains the following sections:

- Cover Letter

- Eight Question Survey

- Comments

 

Coaching Action Form

 

A template that can be completed to document the results of a coaching session.

R$ 7,95

 

This template contains the following sections:

- Cover Letter

- Eight Question Survey

- Comments

 

Confidentiality Agreement

 

This document provides the simple base terms and conditions for a confidentiality agreement for new hires.

R$ 7,95

 

This template contains the following sections:

- Agreement

- Signatures

 

Employee Complaint

 

A template that is used to document a formal complaint. It contains sections for the employee, manager, HR contact and tracks the status of the complaint through resolution.

R$ 7,95

 

This template contains the following sections:

- Complaint

- Actions Taken to Resolve Problem

- Other Staff Members Involved

- Manager Comments

- Manger Actions Taken

- Human Resources Comments

- Further Escalation (If Necessary)

 

 

Employee Exit Interview

 

A form to guide and document the discussion for an employee leaving the company.

R$ 7,95

 

This template contains the following sections:

- Reason for Termination

- Date Benefits End

- Employee Returned (checklist)

- Employee Exit Questions and Answers

- Signatures

 

Employee Non-Compete Agreement

 

The basic terms for a new employee to acknowledge they will not compete against the hiring company.

R$ 7,95

 

This template contains the following sections:

- Non-Compete Agreement

- Signatures

 

Employee Personal Contact Information

 

This form is used to document the contact information for a new employee.

R$ 7,95

 

This template contains the following sections:

- Employee Name

- Address

- Phone

- Marital Status

- Spouse Name

- Dependents

- Emergency Contact

 

Employee Referral

 

Does your organization solicit referrals from current employees? This form is used to document these referrals.

R$ 7,95

 

This template contains the following sections:

- Referral Name

- How do you know this candidate?

- Primary Skills

- Describe why this person would make a good employee

- Position (if applicable)

- Contact Number

- Incentive for Referrer

 

Employee Salary Change Summary

 

This is a simple form to document a change in an employee salary.

R$ 7,95

 

This template contains the following sections:

- Position / Title

- Change Date

- Change Amount

- New Salary

- Reason

 

Employee Self-Evaluation

 

This template is used as input into an employee review process. It is a self evaluation by the employee. It can be used for an annual review, quarterly review or ad-hoc review.

R$ 7,95

 

This template contains the following sections:

- Major Accomplishments

- Major Strengths

- Major Objectives Not Achieved

- Major Areas of Improvement

 

Employee Suggestion

 

This template can be used to solicit employee suggestions.

R$ 7,95

 

This template contains the following sections:

- Describe Problem

- Describe Suggestion

- Describe Benefits of Suggestion

- Signature

 

Employee Training Log (Excel)

 

This document keeps track of employee training. It can be used by the employee or a manager.

R$ 7,95

 

This template contains the following sections:

- Date of Training

- Training Event

- Cost (If Any)

- Business Value of Training Event

 

Formal Performance Warning

 

This template is used to document a performance problem that results in a formal warning to the employee.

R$ 7,95

 

This template contains the following sections:

- Background Information

- Specific Cause of Warning

- Employee Feedback

- Action Plan

- Signatures

 

Hiring Authorization

 

This template is used to authorize hiring a new employee. It does not contain all of the candidate skills and experience. The form focuses on allocating the money and allowing the job search to begin.

R$ 7,95

 

This template contains the following sections:

- Candidate

- Job Responsibilities

- Salary

- Other hiring costs

- Signatures

 

Job Change Form

 

This simple form documents that person is moving between jobs within the same company.

R$ 7,95

 

This template contains the following sections:

- Old Job Info

- New Job Info

- Reason

- Approvals

 

Job Description

 

This template is used to describe the responsibilities, duties, skills and experience required for a certain job role.

R$ 7,95

 

This template contains the following sections:

- Responsibilities

- Primary Duties

- Secondary / Other Duties

- Skills

    - Business

    - Professional

    - Technical

- Work Experience

- Education Level

 

Job Posting

 

This form is used to describe the characteristics of a position within the organization. It can be posted internally for internal candidates or posted outside the organization for potential new hires.

R$ 7,95

 

This template contains the following sections:

- Position Title and Info

- Hiring Manager / Title

- Posting ID

- Job Objective

- Primary Duties

- Job Requirements

- Skills

- Travel

- Estimated Salary Range

- Education

- Experience Level

 

Leave of Absence Form

 

Use this form to document the reason for a request for a leave of absence.

R$ 7,95

 

This template contains the following sections:

- Employee Name and Info

- Leave Date

- Estimated Return Date

- Reason for Leave (FMLA, Short Term Disability, Maternity, Injury)

- Approvals

 

Life Status Change Form

 

Periodically people experience a "life status change". This could include getting married, divorced, new child, etc. A life change event may be a reason to update personnel records or change an insurance policy.

R$ 7,95

 

This template contains the following sections:

- Employee Name and Info

- Reason for Status Change

- Name of Dependent

- Benefit Plan

- Flexible Spending Account

- Approvals

 

New Employee 90-Day Evaluation

 

Many organizations hire new employees with an initial evaluation period. This form is used to document a new employees performance after the evaluation period has ended.

R$ 7,95

 

This template contains the following sections:

- Employee Name and Info

- Excellent / Good / Fair / Poor Evaluation

- Employee Should Be:

- Employee's Weaknesses and Suggestions for Improvement

- Employee's Strengths and How They Can Best Be Used

- Comments

- Approvals

 

New Employee Information

 

This template is used to document some basic personal information for new hires.

R$ 7,95

 

This template contains the following sections:

- Employee Name and Info

- Contact Information

- Personal Information

- Voluntary Information

 

New Hire Log

 

This log is used to provide a recap of all new hires over a period of time.

R$ 7,95

 

This template contains the following sections:

- Candidate Name and Info

- Hiring Activities Checklist

- Additional Fees / Expenses / Bonuses

 

New Hire Request Form

 

This form is used to request a new hire to fill an internal opening.

R$ 7,95

 

This template contains the following sections:

- Position Information

- Candidate Information (If Exists)

- Key Business Justification for Filling - Position

- Reason for Position Opening

- Approvals

 

Nondisclosure Agreement

 

This template contains basic terms for a new employee to understand the nondisclosure policy within an organization.

R$ 7,95

 

This template contains the following sections:

- Agreement

- Signatures

 

Peer 360 Review Feedback

 

One way to get meaningful feedback for your performance is to ask your peers. They are at the same level as you, and can provide valuable insight of your performance based on their expectations. This template includes a cover letter that explains the purpose of the feedback, as well as the actual survey that they can complete.

R$ 7,95

 

This template contains the following sections:

- Cover Letter

- Eight Question Survey

- Comments

 

Performance and Development Plan

 

This is part of an employee performance review process. The form is used to identify skill gaps and create a plan to close the skill gaps in the next review period.

R$ 7,95

 

This template contains the following sections:

- Skills to Improve

- Development Activities

- Target Dates

 

Performance Review

 

This is a packet that is used to conduct and document an employee performance review.

R$ 8,85

 

This template contains the following sections:

- Employee Information

- Performance Objectives / Assessment of Results

- Performance Factor Assessment

- Complete After Performance Review

 

Personal Change Form

 

This simple form is used to document a change in employee name, marital status, dependents or emergency contacts.

R$ 7,95

 

This template contains the following sections:

- Employee Information

- Type of Change (Name, Marital Status / Dependent, Emergency Contact)

- Signature

 

Project Manager Interview Questions

 

Interviewing and evaluating job candidates is never an easy task. The initial interview, whether conducted in person or via telephone, is not only critical to assessing a candidate's relevant job skills and experience, but also to determining whether the candidate possesses the interpersonal competencies needed to be successful. This template will help you ask the right questions.

R$ 8,85

 

This template contains the following sections:

- Project Management Skills and Knowledge

- On-the-Job Experience

- Communication

- Management / Team Skills

- Answer Key

 

Quarterly Review Work Characteristics

 

This short template is used for providing quick performance feedback during a quarterly review. This template allows a manager to quickly comment on performance areas such as enthusiasm, work quality, productivity, etc. The manager can add additional performance criteria. There is some room for comments, but it is meant to be more of a checklist form.

R$ 7,95

 

This template contains the following sections:

- Employee Information

- Excellent / Good / Fair / Poor Evaluation

- Comments

 

Recruitment Referral Payment

 

This form is used to document a payment made to an employee for a new hire referral.

R$ 7,95

 

This template contains the following sections:

- Referral Information

- Employee Information

- Human Resources Information

 

Request for Flex Time

 

An employee would use this form to document their desire for flex time, and to state their proposed flex time hours.

R$ 7,95

 

This template contains the following sections:

- Day of Week

- Start Time

- End Time

- Reason / Comments

 

Return from Leave of Absence Form

 

This form is used to document when an employee returns from a leave of absence.

R$ 7,95

 

This template contains the following sections:

- Employee Name and Info

- Leave Date

- Actual Return Date

- Reason for Leave (FMLA, Short Term Disability, Maternity, Injury)

- Approvals

 

Salary Change Form

 

This template will document that a change in employee salary has occurred.

R$ 7,95

 

This template contains the following sections:

- Old Salary and Title

- New Salary and Title

- Reason for Change

- Approvals

 

Systems Analyst Interview Questions

 

This template contains ten questions (and answers) that a typical Systems Analyst should understand.

R$ 8,85

 

This template contains the following sections:

- Technical Skills and Knowledge

- Answer Key

 

Teleworking Policy

 

Many companies allow employees to work from home on a full-time or part-time basis. This document describes a sample policy for teleworking.

R$ 8,85

 

This template contains the following sections:

- Benefits

- Problems

- Start with a Pilot Project

- Sample Teleworking Policy

    - Business Case

    - Costs

    - Hardware / Software

    - General Framework / Policies

    - Accountability

    - What You Need to Remember

 

Travel Expense Report (Excel)

 

This template is used for employees to document their travel expenses.

R$ 7,95

 

This template contains the following sections:

- Date

- Type of Expense

- Expense Amount

- Comments

 

Upward 360 Review Feedback

 

One way to get meaningful feedback for your performance is to ask those people that report to you. These are probably the best people of all to provide feedback on your managerial skills. This template includes a cover letter that explains the purpose of the feedback, as well as the actual survey that they can complete.

R$ 7,95

 

This template contains the following sections:

- Cover Letter

- Fifteen Question Survey

- Comments

 

Vacation Request Form

 

Employees use this form to request vacation time.

R$ 7,95

 

This template contains the following sections:

- Remaining Vacation Days

- Vacation Days Requested (Range)

- Vacation Days Requested (Individual)

 

Weekly Timesheet (Landscape)

 

This form is used to report time for the prior week in landscape format. It is similar to the form below except it allows more space horizontally.

R$ 7,95

 

This template contains the following sections:

- Date

- Time Worked per Project

- Signatures

 

Weekly Timesheet (Portrait)

 

This form is used to report time for the prior week in portrait format. It is similar to the form above except it allows more space vertically.

R$ 7,95

 

This template contains the following sections:

- Date

- Time Worked per Project

- Signatures

 

Yearly Performance Objectives

 

This form is a part of an employee performance review process. This document described the performance objectives, timeframe for completion and success criteria for each objective.

R$ 7,95

 

This template contains the following sections:

- Timeframe

- Performance Objectives

- Success Criteria

 

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