HR & internal templates

Run people operations: onboarding, requests, reviews, and internal workflows.

Benefits Enrollment Form Open enrollment without the packet. Handle plan elections, coverage tier, and dependents in one guided pass, with waivers acknowledged on the record. Candidate Screening Form A pre-interview filter that respects everyone's time. It settles work authorization, availability, and salary range before a single call is booked. Direct Deposit Form Banking details for payroll, collected the careful way: typed and verified fields, an authorization signature, and a security posture to match. Emergency Contact Form The form you hope to never open, holding two emergency contacts and the medical notes that matter, collected once and kept current. Employee Complaint Form A safe, structured channel for workplace concerns. It stays anonymous by default, specific enough to act on, and read by the right person first. Employee Information Form Refresh the master record in one pass: job details, contact channels, and mailing address, ready to import wherever your people data lives. Employee Onboarding Form Collect everything IT, payroll, and the hiring manager need before day one, so the first morning goes to people instead of paperwork. Employee Suggestion Form Catch the ideas that die in hallways with a suggestion box built around a headline, a problem statement, and a volunteer checkbox that finds your builders. Equipment Request Form New gear with a paper trail. Every request names what, for whom, by when, and who approves the spend, so IT stops procuring by chat message. Exit Interview Form Capture the candid feedback departing employees rarely say out loud: their reasons for leaving, their ratings, and the one thing you should fix first. Expense Reimbursement Form Receipts in, refunds out: a tight expense claim with category, amount, and photo proof that finance can process without a single follow-up email. Internal Job Application Form Let your people raise their hand for open roles. This mobility application stays lighter than an external one, and discreet where it counts. Interview Feedback Form A structured scorecard interviewers fill in while memory is fresh, pairing rubric ratings with hard evidence so debriefs argue about facts, not vibes. Leave Request Form For the big absences, parental, medical, or military, a formal request with documentation and a signature, handled with the care it deserves. Overtime Request Form Pre-approval for extra hours before the work happens, capturing the date, estimate, and job code so payroll never argues with a surprise. Reference Check Form Skip the phone tag: a written reference check that asks referees the questions that predict performance, answered on their own schedule. Remote Work Request Form A lightweight way to request a stretch of remote work, capturing the dates, location, and reason so the yes stays quick and the calendar stays honest. Shift Swap Request Form Trade shifts without the group-chat archaeology. One record captures who gives, who takes, and whether the two have agreed yet. Time-Off Request Form PTO requests without the chat chaos. Dates, type, and coverage land in one structured ask your manager can approve in seconds. Timesheet Form A weekly hours report a human will finish without groaning, covering days worked, totals, variances, and a certifying signature in under two minutes. Training Enrollment Form Fill course cohorts without spreadsheet wrangling, gathering seat requests with manager sign-off status and learning goals attached. Work From Home Agreement Form A standing remote arrangement made official. Workspace, safety checklist, equipment, and a signature all go on record, making it an agreement, not a vibe.