TG & Associates -- Products: Individual HR Forms

HR Forms
Buy it all or buy them individually. Individual Titles $5.99 each as a downloadable file.
These forms meet all EEOC and ADA guidelines and can be reproduced and printed as needed.

HR Department Forms

There are over 60+ human resource forms you need to hire, develop and retain employees while meeting all EEOC and ADA guidelines.

Includes:

  • Job Assessment Worksheet, Employment Application plus driver application, structured interview questions
  • Orientation Checklist, Development Checklist
  • and Much, Much more...

Price $69.95

Absentee Report
Keep a record of absences that were unapproved such as accident and health issues. Document the agreement on excused and unexcused absences.
Candidate Evaluation Form
Each interviewer should evaluate the candidates in the areas that were determined to be important when the job assessment worksheet was prepared. Use this form to help capture the information objectively and an interviewer recommendation.
Classified Ad Placement Log
Use this form to keep track of your recruiting efforts so you can know where you have recruited and how well it worked. This kind of history will help in future recruiting efforts to save time and money.
Classified Ad Placement Request Form
Use this form to keep track note who requested an ad and which department it would be for.
CSR Training Timeline
Use this sample training timetable for a Customer Service Representative as a template for helping develop your CSR's at a particular rate to stay on track.
Daily Meeting Report
The daily huddle is key to keeping production on track. This format provides a framework for a brief (15 - 20 minutes) but meaningful (what everyone needs to know) daily meeting.
Decision Matrix
How to decide since they all seemed great? Use this form to objectively score each candidate against the criteria that was established in the job assessment and using the data from the candidate evaluation form. This will guide in the ranking of the candidates and support your decision.
Driver Application Form
This is a supplemental form to the Employment Application that captures additional information needed to evaluate drive candidates.
Employment Application
This is an EEOC and ADA compliant form that you can use to capture the necessary applicant information. It also includes the language to authorize reference and background checking when signed by the applicant.

Employee Attendance Record
Use the attendance record to track not only days worked but also to record paid and unpaid absences and track vacation or personal time off allowances.

Employee Compensation and Benefit Summary
Do they really know the value of their compensation? Use this form to let the employees know the value of their salary and benefits. Use it for the new employee but also update it whenever there is a change in compensation or benefits.
Employee Counseling Report
Record all disciplinary actions on this form. Make sure that the infraction, the discipline and the consequences are clearly recorded and understood. Unrecorded disciplinary action does not hold up in court.
Employee History
An employee file is essential. This form provides a format for keeping important information as well as the employee history in that employee file.

Employee Interaction Report
Record all conversations with employees using this form to keep in the employee file. Interactions can be discussion on employee problems, rewards and recognition conversations or follow-ups on satisfactory response to a disciplinary action.
Employee Referral Form
Set up an employee referral program and use this form to let your employees nominate others for your openings.

Employee Training Plan and Record
Use this training record to record the agreed upon training plan and its accomplishment.
Expanded Internal Customer Survey
This survey goes a little deeper into the internal customer satisfaction. It provides more areas for evaluation and more opportunities to capture suggested improvements. Once again, do not do surveys unless there is a real intent to respond to the results.
Expanded Training Planning Record
This form keeps detailed records of an employee's training history.

Final Exit Interview Form
Use this form to document the exit interview. Employee retention planning needs to address the issues that employees have and in particular those who have decided to leave. Know why they leave so that corrective actions can be taken.
Job Assessment Worksheet
What's in a job? Use this form to capture all the information that defines the job. Use the data to generate the formal job description. Don't begin a recruiting effort until you know exactly what you are looking for.

Internal Customer Survey
Each employee is a customer of other employees in the company. This internal survey is important to check the pulse of the company and see if the internal customers are satisfied. This simple format addresses their views at a top level. Repeat it periodically to track issues and evaluate the impact of corrective actions. Do not do surveys unless there is a real intent to respond to the results.
Monthly Staff Meeting
The monthly staff meeting needs a structured agenda. This format helps focus on what is important and ensures that everyone is aware of what is going on in the company.
New Employee Orientation Program Checklist
Start the new employee off on the right foot. Use this form to guide your orientation process and make sure that everything is covered.
Performance Evaluation and Career Development
This interactive form provides for a recording of responsibilities and accomplishments, a structure for performance evaluation and discussion and career planning. It provides for employee and manager inputs so there is clear understanding of the employee status.

Personnel Appraisal
This form provides a simplified structure and an appraisal guideline to be used in periodic performance evaluations. Use it regularly so that both the manager and the employee are on the same page in the performance assessment.
  Prescreening Questions
Too many applicants? Use these questions for brief telephone interviews to weed out those candidates that clearly don't meet your needs. They are specifically tailored for the positions shown below.
Account Manager
Administrative Specialist
Associate Wealth Advisor
Bindery
Controller
Copy Center Manager
CSR
Delivery Driver
Director of First Impressions
DTP/Graphics
Financial Planning Assistant
General Manager
HR Manager
Mailing & Department Manager
Mergers & Acquisitions
Operations Manager
Oracle Applications DBA
Outside Sales
Prepress Specialist
Press Operator
Production Manager
Production Planner
Typesetter
UAV Program Manager
Professional Communication Self-Assessment
Communication is the glue that holds everything together. Everyone in the organization should use this self assessment regularly to evaluate how well they are communicating and identify areas that need improvement.

Reference Checking Form
Use this form to guide you through the reference checking process and ensure that you ask the key questions and capture the responses.
Request for Verification of Employment
Some references will only respond in writing to a written request. Use this form to send to the companies that have that requirement. This form also includes an authorization from the applicant when signed.

Resignation Notice
When an employee feels the need to move on, this format gives them the means to document their intent to leave, their reasons and important information for contacting them in the future. This can be incorporated into the policy manual or employee handbook.

Sample Letter of Non-Selection
Don't leave the other candidates hanging. Use this form to notify those who were non-selected. It is both professional and courteous to do so.
Sample Letter of Rejection
Use this format to notify candidates that you have determined do not sufficiently meet your needs to proceed further in the selection process.

Sample Offer Letter
Put the offer in writing. It is important to act quickly and make a verbal offer when the right person is found, but a written offer is critical to capture completely the conditions of employment. Use this guide to accurately depict what was agreed upon for the job.

Strategy Planning for Employee Retention
Employee retention and the creation of an "Employer of Choice" just doesn't happen, it must be planned and executed. This format provides a way to structure and status the accomplishment of retention strategies.
Structured Interview Questions
What should I ask? This form provides a set of EEOC and ADA compliant questions that cover both general employment and position specific questions. Select from these questions to conduct an interview that is consistent, comprehensive and fair.

Structured Interview Question Answer Sheet
Record the answers to the structured interview. Don't trust memory to help you distinguish between several candidates. Use this form for each candidate interviewed. Do not make your notes on the employment application.

Termination Checklist
The termination meeting can be painful and disruptive for everyone. Use this checklist to make sure that nothing is forgotten during the stress of the encounter and that the termination is handled professionally.

Termination Planning Checklist
Sometimes it doesn't work out. Before an employee is terminated, use this checklist to make sure that all actions are being done correctly and that all manager and employee rights are considered and fairly handled. Wrongful termination suits can be prevented if they are handled correctly

Time-Off Request
A formal request for time off makes sure there are no misunderstandings about when there will be an employee absent.